Lease Agreements

Quickly ask questions and get answers about names of parties involved, property description, term of the lease, rent amount and due date, security deposit, maintenance and repairs, utilities and services, rules and regulations, termination clause, renewal terms, landlord’s right of entry, late fees and penalties, dispute resolution, signatures, additional provisions/attachments & more!

Pro Forma

Ask questions and get answers about property description, projected revenues, estimated operating expenses, expected cash flow, financing assumptions, capital expenditures, debt service, tax liabilities, rent roll schedule, vacancy rate, rate of return, net operating income, capitalization rate, investment costs, sale assumptions, sensitivity analysis, sources and uses of funds, amortization schedule, investor returns, profit and loss statement, depreciation schedule.

Tax Returns

Ask questions and get answers about Filing status, taxpayer information, dependents, exemptions, income sources, wages and salaries, interest income, dividend income, business income, capital gains and losses, deductions, itemized deductions, tax credits, self-employment taxes, alternative minimum tax, foreign tax credit, education expenses, retirement contributions, health savings account contributions, child tax credit, earned income credit, total tax liability, total payments, refund or amount due, direct deposit information, signatures, supporting schedules and forms.


Ask questions and get answers about Borrower information, property information, loan amount, interest rate, type of mortgage (fixed, adjustable, etc.), loan term, monthly payment, payment schedule, prepayment penalties, closing costs, down payment, private mortgage insurance (PMI), loan-to-value ratio (LTV), escrow account details, underwriting conditions, right of rescission, appraisal report, title information, borrower’s acknowledgments and agreements, lender’s disclosures, truth-in-lending disclosure, good faith estimate, signatures, supporting documents.

Insurance Documents

Ask questions and get answers about policyholder information, insurance company information, policy number, effective date, expiration date, type of coverage, coverage limits, deductibles, endorsements, exclusions, policy conditions, premium amount, payment schedule, grace period, cancellation terms, renewal terms, claims procedures, loss payee clause, additional insureds, liability coverage, property coverage, named perils, obligations of the insured, subrogation clause.


Ask questions and get answers about property address, client information, effective date of appraisal, purpose of appraisal, interest appraised, definition of market value, property rights appraised, real estate description, neighborhood description, site analysis, improvements analysis, zoning information, highest and best use analysis, comparable sales, valuation approach (cost, income, sales comparison), reconciliation of value approaches, final appraised value, limiting conditions, certifications and signatures, supplemental information, market analysis, assumptions and conditions, appraisal license information.


Ask questions and get answers about inspector’s information, client information, property address, date of inspection, scope of inspection, structural components, roofing, exterior, plumbing system, electrical system, heating system, air conditioning system, interior, insulation and ventilation, fireplaces and solid fuel-burning appliances, general property condition, summary of defects, recommendations for repairs, maintenance tips, limitations of inspection, photographs, diagrams, inspector’s disclaimer, signatures, additional comments.

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