Resources
Checklists and resources
Printable checklists to help you prepare, and links to official guidance. None of these is an eligibility or credit assessment.
- 01
Documents checklist
Documents lenders commonly ask for when assessing a property-secured loan. Requirements differ between lenders and loan types, so ask each lender for its own list.
- 02
Property due diligence checklist
Checks to consider before buying or borrowing against a property. Your lawyer, conveyancer and other advisers can tell you which apply to your situation.
- 03
Development budget checklist
Cost lines to include in a development budget before approaching a construction lender. Use the feasibility calculator to model your own figures.
- 04
Exit plan checklist
Questions to work through before taking a short-term loan, so the way it will be repaid is clear, documented and has a backup.
- 05
Term sheet comparison checklist
Items to record from each term sheet or offer you receive, so you can lay them side by side. Privet does not rank offers; this is for your own comparison.
For professionals: embeddable calculators and linking kit