Multifamily checklists and templates
Practical resources for US commercial multifamily financing on 5+ unit properties. Use these pages to understand how each template supports underwriting quality, lender communication, and execution discipline.
Multifamily Pro Forma Template
Underwriting framework with in-place and stabilized NOI views, debt-sizing scenarios, and refinance stress testing.
Due Diligence Checklist
Closing-readiness framework covering legal, operating, physical, lease, and financing diligence for acquisitions and refinances.
Lender Document Checklist
Pre-submission document list for sponsorship, entity, property financials, and refinance packages before requesting term sheets.
Before you apply
- Start with your in-place operating data and avoid unsupported assumptions.
- Run base and downside underwriting cases before requesting lender quotes.
- Use the checklist to assign owners and due dates for diligence workstreams.
- Keep documentation current through closing and into post-close reporting.
When your package is ready, book a free LendCity strategy call to get financed on US 5+ unit multifamily — Canadian CMHC/MLI stays on lendcity.ca.
How to use these resources
- Start with your in-place operating data and avoid unsupported assumptions.
- Run base and downside underwriting cases before requesting lender quotes.
- Use the checklist to assign owners and due dates for diligence workstreams.
- Keep documentation current through closing and into post-close reporting.
Ready to Package Your Lender File?
Use the checklists, then pressure-test underwriting with a specialist before you submit.