Borrower document request
Ask a borrower for everything you need, once, in a clear checklist.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 77/100 for following the rules and doing the task.
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Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Borrower and deal: Dana at Ridgeview Capital, 2210 Ridge Rd
- Documents needed: T-12, current rent roll, PFS for each guarantor, entity docs, 2 years tax returns, purchase contract, insurance quote
- Due date: Nov 6, to hold the closing date
Subject: Documents for 2210 Ridge Rd
Hi Dana,
To keep the closing date, we need the items below by November 6. Send what you have now; you don't need to wait for all of it.
Property
- Trailing 12-month operating statement
- Current rent roll
- Signed purchase contract
- Insurance quote
Borrower and sponsor
- Personal financial statement for each guarantor
- Entity documents
- Two years of tax returns
Questions on any of these? Just reply here.
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