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.
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Multifamily Pro Forma Template
Underwriting framework with in-place and stabilized NOI views, debt-sizing scenarios, and refinance stress testing.
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Due Diligence Checklist
Closing-readiness framework covering legal, operating, physical, lease, and financing diligence for acquisitions and refinances.
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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 match a US 5+ unit file to licensed lenders — 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.
Use the checklists, then pressure-test underwriting with a specialist before you submit.
Related
resources
Hand-picked next steps — go deeper, compare alternatives, or run the numbers.
- Multifamily underwriting basics
How lenders size 5+ unit debt on NOI, DSCR, debt yield, and LTV.
- Cap rate & NOI calculator
Normalize income and expenses into NOI and implied cap rate.
- Loan sizing calculator
Back into max proceeds from a DSCR target, with LTV context.
- Loan types
Agency, bridge, bank, CMBS, debt fund, and FHA/HUD paths.
- Learning center
Execution guides for underwriting, capital stack, and close.
- Underwriting tools
DSCR, debt yield, cap rate, loan sizing, and portfolio screens.