What a mortgage broker should send a lender with a loan request

A mortgage broker can handle a loan request that gets a fast yes or no by looking closely at the package sent with the request. Underwriting screens the offering memorandum before you send it, so the numbers you quote match the documents. ## What to check | Check | Why it matters | |---|---| | Offering memorandum | Source for income and expense claims | | Current rent roll | Lets the lender tie out income | | Trailing operating statements | Shows actual expenses | | Sponsor schedule of real estate | Shows experience | | Loan terms sought | Lets the lender size the deal | ## How Titleman fits Titleman has two services for this work. Underwriting screens a deal from its documents and lists every assumption. Signals sends new deals in your territory. Send one deal to Underwriting and see the result before you decide anything. ## Frequently asked questions **What slows a lender's answer most?** Numbers in the summary that do not match the rent roll or the operating statement. **Where can I try it?** See [how Titleman Underwriting works](https://titleman.ai/) and send one deal.