Ground-up construction
Large new development
Sponsors closing a large ground-up construction or vertical development loan
Loan Document Checklists
Free downloadable loan checklists for commercial, RV park, mobile home park, assisted living, and large development files. View online or save the PDF.
The documents you need for a loan depend on the asset, not a generic commercial form. A rent roll closes an office file. It does not close an RV park. Pick the checklist that matches the property, gather the packet, then apply.
These lists are original Jaken Finance Group underwriting tools — the same order our team uses when a sponsor asks what to send. Each one can be viewed in the browser, checked off as you collect items, or downloaded as a PDF. They cover what banks, agency desks, and healthcare CRE lenders still request, plus what a Jaken Finance Group bridge or construction file needs to start.
This library is new and sits next to the investor commercial file order, the how-to guides, and the free strategy guides. It does not replace those pages. Call (833) 264-7776 when the packet is labeled.
Choose your checklist
Open the page to view and check off items, or download the PDF immediately.
Office, retail, industrial, mixed-use
Commercial property
Investors buying or refinancing office, retail, industrial, or mixed-use property
Senior housing & RAL
Assisted living facility
Operators and investors buying, refinancing, or converting an assisted living or RAL facility
Land-lease MHP
Mobile home park
Investors buying or refinancing a land-lease mobile home park
MHC / amenities / 55+
Mobile home community
Investors buying a manufactured housing community with amenities, age restriction, or community-owned homes
Outdoor hospitality
RV park
Investors buying or refinancing an RV park or campground
How to use these lists
- Pick the checklist that matches the asset. Use development for ground-up, commercial for office/retail/industrial, assisted living for licensed care, mobile home park for pad-rent land-lease, mobile home community for amenity or 55+ MHC, and RV park for campgrounds.
- View or download the list. Open the checklist page, scan the sections in the browser, or download the PDF to share with your attorney, CPA, or seller.
- Gather documents in that order. Entity first, then property and operations, then sponsor items. Label each PDF with the property address.
- Submit the complete file. Upload the packet on the matching Jaken Finance Group request form so underwriting starts on the first pass instead of a document chase.
Jaken Finance Group file vs bank file
Jaken Finance Group underwriting is asset-based. Credit is reviewed, but ARV, NOI, LTC, license, and exit decide the sheet. That is why a complete rent roll moves a commercial bridge faster than a thick tax-return stack. Banks and SBA desks still want personal financials. Keep both packets if you may refinance later.
For the Jaken Finance Group-only commercial order — rent roll, T-12, entity, liquidity, exit — use the investor commercial documents checklist. For specialty assets, use the downloadable lists above.
Frequently asked questions
- What documents do I need to apply for a commercial or specialty-asset loan?
- It depends on the property type. A commercial building needs a rent roll and leases. An RV park needs site mix and monthly occupancy. A mobile home park needs pad count and utility permits. An assisted living facility needs license and census. Pick the matching checklist on this page and gather that file before you apply.
- Can I download these loan checklists as a PDF?
- Yes. Every checklist can be viewed on the page or downloaded as a free PDF. Check items off as you collect them, then upload the complete packet with your loan request.
- Do these checklists work for Jaken Finance Group and for banks?
- Yes. Jaken Finance Group bridge and DSCR files are asset-based and may not need every bank exhibit on day one. The PDFs also list what banks, agency, and healthcare CRE desks still request so you can shop a takeout without rebuilding the file.
- Which checklist should I use for a mobile home park vs a mobile home community?
- Use the mobile home park checklist for a land-lease pad-rent file. Use the mobile home community checklist when amenities, 55+ / HOPA occupancy, or community-owned rental homes are central to the underwrite.
- Will a complete checklist get my loan approved?
- A complete file gets the file reviewed. Approval still depends on the property, leverage, and exit. Qualified Jaken Finance Group bridge and construction files price at 8.99%–13.5% interest-only. Call (833) 264-7776 or submit the matching request form once the packet is labeled.
Have the packet ready?
Submit the matching loan request with labeled PDFs. Missing exhibits delay the sheet more than the rate conversation.
Or call (833) 264-7776