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Loan Packaging

Service Realty’s Loan Packaging Service is carried out in two phases.

Phase 1 – Financial Evaluation


We compare your financial information to RMA (Risk Management Association) guidelines to make an assessment of the likelihood a lender would extend you a loan.


Think of this as being pre-qualified to buy a house.

Phase 2 – Loan Packaging


We will produce a loan package to be presented to potential lenders. The loan package will be organized in a way that summarizes the following:

  • Summary of your loan request
  • Key financial information
  • Relevant historical information
  • Relevant demographic analysis
  • Bio’s of key leaders
  • Governing documents

Our goal in this process it to organize a loan packet that accurately represents you and what you are trying to accomplish.


Would you like to talk with someone about our Loan Packaging service?