BRRRR Refinance Preparation Checklist

BRRRR REFINANCE PREPARATION CHECKLIST
Property Address: ___________________
Target Refinance Date: ___________________
Seasoning Period Required: [Seasoning Period]
Seasoning Period Start Date: ___________________  End Date: ___________________
Lender: ___________________  Loan Officer: ___________________
Target Loan Amount: $_______________  Target LTV: _______%
Estimated ARV: $_______________
Prepared By: ___________________  Date: ___________________
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SECTION 1 — SEASONING REQUIREMENTS
  [ ] Confirm lender's seasoning requirement: _______ months of ownership
  [ ] Calculate seasoning start date (typically date of purchase close): ___________________
  [ ] Calculate seasoning end date (earliest refi application date): ___________________
  [ ] Confirm title seasoning is on record (deed recorded in investor's name for required period)
  [ ] Confirm rental income seasoning if required: _______ months of documented rent
      Lease signed date: ___________________  First rent payment date: ___________________
  [ ] Verify no events during seasoning period that could disqualify (foreclosure, deed transfer, etc.)

[Section 2 — continued...]

[Section 3 — fill in your details...]

[Additional clauses and provisions apply...]