Asset Lift Lending — Loan Term Sheet

Quick Quote

Simple terms that are easy to say yes to.

Fill in the deal, confirm the headline numbers, and send a clean term sheet. Keep the borrower focused on the offer, not the structure.

Loan Amount

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Monthly Payment

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Interest only

Cash To Close

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At closing

Closing Target

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Borrower-facing

Option A · Current Quote

Loan Amount—

Cash To Close—

Purchase Loan—

Payment—

Option B · Alternative

Loan Amount—

Cash To Close—

Purchase Loan—

Payment—

Alternative leverage option.

Borrower & Property

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Borrower name

Property address

Loan program

Loan purpose

Estimated closing date

Borrower email (for sending terms)

Borrower phone

Property Numbers

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Purchase price

After repair value (ARV)

Rehab / renovation budget

Loan Terms & Advanced Settings

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Keep this simple: most borrowers only need loan amount, rate, monthly payment, and cash to close. Open these settings when you need to fine-tune the structure.

Interest rate (% / year)

Origination fee (%)

Loan term (months)

Underwriting fee ($)

Credit report fee ($)

Other closing costs ($)

Leverage & LTV / LTC Controls

Max LTV (% of ARV)

Max LTC (% of total cost)

Purchase leverage

Rehab leverage

Loan Terms — Scenario 2

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Interest rate (% / year)

Origination fee (%)

Loan term (months)

Underwriting fee ($)

Credit report fee ($)

Other closing costs ($)

Reserve Options

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Finance interest reserves Roll interest into the loan — nothing extra out of pocket at closing

Require reserves shown in bank account Borrower shows funds exist — not spent at closing

Collect reserves at closing Borrower pays this amount at the closing table

Alternative Option B

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Show side-by-side alternative Add a second quote with different leverage so the borrower can compare options.

Loan Amount

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Monthly Payment

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Total Fees

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Limiting Factor

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Borrower & Property

Borrower—

Program—

Address—

Purpose—

Closing Date—

Loan Terms & Numbers

Purchase Price—

ARV—

Rehab Budget—

Total Project Cost—

Interest Rate—

Origination Fee—

Loan Term—

Max LTV—

Max LTC—

Purchase Leverage—

Rehab Leverage—

UW Fee—

Credit Report Fee—

Loan Terms — Scenario 2

Interest Rate—

Origination Fee—

Loan Term—

Monthly Payment—

Total Fees—

Cash to Close—

UW Fee—

Credit Report Fee—

Cash Due at Closing

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Enter property numbers to calculate

Limiting constraint

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Purchase Price—

Rehab Budget—

Total Project Cost—

Loan Amount (Purchase)—

Loan Amount (Rehab)—

Origination Fee—

Underwriting Fee—

Credit Report Fee—

Other Closing Costs—

Cash Due at Closing—

How this is calculated Cash to close = Purchase Price + Fees − Loan Amount. When the loan is capped, reserves are reduced first, then purchase proceeds, and rehab stays protected as long as possible.

Loan Document Checklist

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PDF Options — What to Include

Loan Summary

Full Loan Terms

Key Metrics

Cash to Close Breakdown

Reserve Details

Notes Section

✉ Send Terms as Email

Intro message to borrower (editable)

Download Attachments

How to send: Click "Open Email Client" below — all 4 files will download automatically and your email app will open with the message pre-filled. Open each .html file, click "Save as PDF", then attach all 4 files to the email before hitting send.

PDF Quality Note

When saving as PDF, enable Background graphics in the print dialog for full color output.