TRM-2024SeptOct

loan documents, conducting a title search, and purchasing title insurance. Ensuring that all legal and regulatory requirements are met and preparing for any closing costs are essential steps. The entire process from preparation to closing can take anywhere from two to four months. though this timeline can vary based on the complexity of the loan and the responsiveness of all parties involved. Obtaining a commercial property loan involves a far different set of requirements and elongated timeline compared to residential loans. By understanding these differences and preparing thoroughly, you as a business owner can navigate the loan process more effectively. Partnering with experienced professionals, such as commercial real estate attorneys and financial advisors, can provide valuable guidance and enhance the likelihood of a successful loan application.

FINANCIAL DOCUMENTS. Lenders will require a comprehensive portfolio of financial documents, including profit and loss statements, balance sheets, and cash flow statements for the past few years. Additionally, both business and personal tax returns for the last two to three years are typically necessary to assess your financial health and stability. Credit reports for both personal and business accounts will be scrutinized, so it is crucial to ensure their accuracy and address any discrepancies beforehand. BUSINESS PLAN. A well-crafted business plan is also vital. This plan should demonstrate how the property will generate income and detail projected revenues and expenses. Highlighting any relevant experience in managing similar properties or businesses can be advantageous. PHYSICAL PROPERTY INFORMATION. Detailed information about the physical property itself is also necessary. You must provide a third-party professional appraisal to determine the property’s market value and ensure it meets the lender’s standards. LEASE AGREEMENTS. If the property is to be leased out, copies of existing or proposed lease agreements should be provided to demonstrate the potential income stream. COMPLIANCE. Finally, ensuring the property adheres to all zoning laws and local regulations is imperative. Any legal issues can derail the loan application. DOWN PAYMENT. Proof of funds for the down payment must be shown, which may involve providing bank statements or other documentation verifying the availability of the necessary capital.

Consulting with a commercial real estate attorney and a financial advisor during this preparation stage can make for a smoother application approval process, which may take longer than you think. TIMELINE Understanding the timeline and what to expect during the loan process can help you navigate it more efficiently. PRE-APPLICATION. The pre- application preparation phase can take one to two months. This is the time you’ll spend gathering all financial documents, finalizing your business plan, and ensuring your credit reports are accurate. APPLICATION SUBMISSION. Once the preparation is complete, the loan application submission typically takes one to two weeks. When you submit the loan application and necessary documentation, be prepared to answer any initial questions from the lender and provide additional information, if needed. LOAN UNDERWRITING. The loan underwriting phase follows, usually taking two to four weeks. During this stage, the lender conducts a thorough review of your financial documents, business plan, and the property’s appraisal. This phase may involve back-and-forth communication to clarify details or provide additional documents. Upon completion of the underwriting process, the lender issues a loan commitment, outlining the terms and conditions of the loan. Reviewing this commitment carefully and addressing any concerns or questions with the lender is crucial. CLOSING. Finally, the two- to four-week closing process involves finalizing all

TAYLOR MILLER

Taylor Miller is a project specialist and marketing coordinator for Owner Builder Advisors, where he helps developers and owners navigate the construction process. He has been actively involved in the construction and inspection industries since 2016. He also manages marketing campaigns, social media, and document generation/

compilation for both formal and informal application processes.

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