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Downloadable resource

Commercial Valuation Prep Checklist

A one-page PDF Hoff & Leigh uses to collect the financials, rent roll, and marketing assets needed to underwrite faster.

What’s inside

Keep your uploads organized and lenders happy. Use this to gather the right files and notes before you send anything over.

  • Gather the latest trailing 12-month P&L, rent roll, and occupancy trend lines.
  • Organize marketing collateral (photos, brochures) with clear filenames for each asset.
  • List recent capital improvements, leases in motion, and open diligence questions.
  • Flag lender or investor deadlines so we can prioritize your underwriting window.

Broker markets

12+Hoff & Leigh hubs using the same underwriting flow

Deals reviewed

250+Valuations and marketing packages in the last 12 months

Avg. turnaround

< 10dWhen clients send a complete checklist + assets

Already have everything on the list? Go straight to our client onboarding flow or hand the checklist to your lender so they know what’s coming.

Free PDF download

Get the valuation prep checklist

Drop your information below and we’ll send over the PDF plus a link to share with your team.