Resource Library

Private Money Lending Guides

Evergreen checklists, explainers, and buyer guides for private money brokers, hard money brokers, and teams managing business-purpose real estate loan workflows.

Broker workflow guides

Private Money Broker GlossaryKey terms for brokers, lenders, loan intake, lender matching, and document collection. Hard Money Loan WorkflowFrom application intake to lender quotes, document collection, and closing. Broker Software Buyer's GuideHow to evaluate private money broker software for workflow fit. Private Money Broker SoftwareHow Lending Automator supports loan intake, matching, and processing.

Checklists and criteria

Private Money Loan Document ChecklistDocuments brokers commonly collect for business-purpose loan files. Lender Matching Criteria GuideHow to organize lender requirements and match deals to funding sources. DSCR Loan Broker ChecklistRental-property DSCR loan intake and lender package checklist. Fix-and-Flip Loan Intake ChecklistBorrower, property, rehab, ARV, and exit-strategy intake items.

Turn guides into workflow

Lending Automator helps brokers put these checklists into practice with online applications, lender matching, document collection, reminders, and pipeline management.