Departure property facts
- Estimated current value and how that value was determined.
- Current mortgage payoff and any liens that must be cleared.
- Expected sale, refinance, or payoff timeline.
- Whether the property is listed, under contract, leased, or occupied.
Next purchase facts
- Target purchase price or purchase contract.
- Cash on hand and minimum reserves the borrower wants to keep.
- Down payment target, closing-cost estimate, and contingency timing.
- Preferred exit plan if the departure property takes longer to sell.
Broker review next step
Use the enhanced bridge calculator and send the gap, proceeds, and timeline to Aksel.
Do not send sensitive identifiers or raw documents through public notes. Aksel will request secure documents separately when needed.