Aksel Mortgage
Investor Deal Submission Checklist

A deal-submission checklist for rental, cash-out, fix-and-flip, bridge, and small multifamily scenarios.

Audience: investors, realtors, portfolio borrowers

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.

Safety note:
Use this as a planning checklist only. Aksel will request secure documents separately when needed.