How Banks Evaluate Real Estate Borrowers — What Lenders Actually Look For

\Due to venue complications, we're shifting this to start in the new year. As many know, finding a host is not easy and we're working on this.,\

Join us for the kick-off of the REI series. Getting funded isn't just about having a good deal — it's about being the kind of borrower a lender actually wants to say yes to. This session pulls back the curtain on what banks and lenders are really evaluating when your loan application crosses their desk.

6:00PM - Networking Starts
6:15PM - Opening/Presentation
6:45PM - Q&A
7:00PM - Deal Pitches/Opportunities
7:30PM - Networking and Conclude

What will be covered in fireside chat & Q&A format:
✅ The difference between how banks underwrite owner-occupants vs. investors
✅ What lenders weigh beyond credit score — liquidity, reserves, experience, and exit strategy
✅ Why some strong deals still get declined — and how to avoid it
✅ Hard money vs. conventional vs. portfolio lenders — what each one is really looking for
✅ How to present yourself and your deal to get faster, more favorable terms
✅ Red flags that make lenders hesitate — and how to fix them before you apply
✅ How deal economics impact funding

Whether you're financing your first deal or your tenth, this session is designed to spark thinking around how we can work together to support each other in bringing deals together.