Deal basics
- Property address, property type, unit count, and occupancy plan.
- Purchase price, value estimate, loan amount, and cash-to-close target.
- Rent, lease, STR, rent roll, or resale assumptions.
- Entity/vesting preference and target closing timeline.
Strategy details
- Purchase, refinance, cash-out, bridge, flip, hold, or construction goal.
- Rehab budget, ARV, or project scope if renovation is involved.
- Known blockers such as property type, income documentation, or timing.
- Best phone/email for Aksel follow-up.
Broker review next step
Send the checklist summary with calculator results so Aksel can identify the cleanest path.
Do not send sensitive identifiers or raw documents through public notes. Aksel will request secure documents separately when needed.