Why Your Executive Summary Can Make or Break the Deal

If the executive summary doesn't hook them, they might not even look at the rest of the package. Needs to be concise, compelling, and professional. Once you have this pitch nailed down, you need to organize the rest of your documents logically. So once you have all your documents, you can't just dump them into a folder. You should organize them logically and well-labeled for the lender. You want to make it easy for the lender, and organized and complete is a great way to start. So start with the executive summary right at the front. This is Section 1, your pitch, and it sets the stage for everything else. Section 2 should contain the property financials like the T-12 and the rent roll showing the performance.