Globus lending toolkits

Underwrite like a lender. Close like a pro.

Lender-grade spreadsheets, checklists and request packages for fix and flip, ground-up construction, bridge and DSCR deals, built by a commercial loan advisory firm.

Get the All-Access Bundle, $199 Free Lite analyzer

Instant downloadSecure checkout by StripeExcel · Word · PDFBuilt by Globus Capital Advisors · NMLS 1417248

Lending toolkits

Pick the deal you’re working on

Entry

Fix-and-Flip Underwriting Kit

Underwrite your flip the way a hard-money lender will.

Deal analyzer (ARV, rehab, holding costs, LTC and ARV-LTV, profit/ROI, sensitivity), a contractor scope-of-work, and a one-page lender-ready deal summary.

Line-item rehab budget that feeds the analyzer
Both leverage tests lenders use
ARV and overrun stress grid
Excel + Word + PDF guide

$49Get the Kit, $49

Instant download after checkout · Secure payment by Stripe

Or get all 7 in the All-Access Bundle, $199 · Numbers work? Request terms →

Ground-Up Construction Lender Package

Present your build the way construction lenders review it.

Development budget, sources and uses, draw schedule with retainage, pro forma with take-out DSCR test, and a 12-item lender checklist.

Development budget and sources & uses
Draw schedule with retainage
Pro forma with take-out DSCR test
12-item lender checklist

$79Get the Package, $79

Instant download after checkout · Secure payment by Stripe

Or get all 7 in the All-Access Bundle, $199 · Numbers work? Request terms →

Commercial Bridge & DSCR Deal Pack

Prove the exit before you take the bridge.

Bridge exit analyzer (LTV, DSCR and debt-yield take-out tests plus a stress case), a DSCR rental analyzer for business-purpose investment property, and a loan request summary.

Bridge exit analyzer with stress case
DSCR rental analyzer (investment property)
Commercial loan request summary
Excel + Word + PDF guide

$79Get the Pack, $79

Instant download after checkout · Secure payment by Stripe

Or get all 7 in the All-Access Bundle, $199 · Numbers work? Request terms →

Educational templates only, not financial, legal or tax advice, and not a substitute for Globus Capital Advisors' services. Not a commitment to lend; Globus Capital Advisors NMLS 1417248. Commercial and business-purpose lending only.

Best value

Every Globus lending toolkit. One price.

All seven kits: Fix-and-Flip, Construction, Bridge & DSCR, DSCR Worksheet, CRE AI Prompt Pack, Broker Automation Templates and the AI in CRE Complete Toolkit. One-time purchase.

~~$493~~ $199Buy the All-Access Bundle, $199

All-Access Membership: always current.

Everything now, plus every new kit as it’s released.

$399/yrJoin the All-Access Membership

AI in CRE resources

Individual tools

DSCR Underwriting Worksheet

Spreadsheet with NOI, DSCR and rate/vacancy sensitivity tabs plus an AI extraction prompt set.

Excel worksheet
PDF underwriting guide

$49Buy now

CRE AI Prompt Pack

Tested prompts for OM summaries, rent-roll extraction, credit-memo drafts and market notes.

Markdown + PDF prompt library

$29Buy now

Broker Automation Templates

Zapier/Make templates for intake, document checklists and follow-up sequences.

Word templates
PDF setup guide

$79Buy now

AI in CRE Complete Toolkit

The AI tool stack guide, prompt pack, worksheet and templates in one download.

ZIP of all AI-in-CRE files
Tool stack PDF guide

$129Buy now

Free

Start with the Fix-and-Flip Analyzer Lite

A free, simplified version of the flip analyzer with a quick-start guide. Upgrade to the full kit when you’re ready.

Get the free analyzer

FAQ

Questions, answered

How do I receive my files?

Right after checkout, Stripe redirects you to a private download page with every file in your purchase. Bookmark it to download again later.

What format are the files?

Excel workbooks, Word documents and PDF guides (plus Markdown for the prompt pack). They work in Excel, Google Sheets and LibreOffice.

Is this a loan application or approval?

No. These are educational underwriting templates. They help you organize a deal the way lenders review it, but they are not a loan offer or a commitment to lend.

Can Globus finance the deal I model?

Globus Capital Advisors arranges business-purpose commercial financing, including fix and flip, construction, bridge, DSCR rental and SBA. When your numbers work, request terms or book a call.

Do you offer refunds?

Because files are delivered instantly, sales are generally final, but if a file is broken or missing, email Craig@globuscapitaladvisors.com and we will make it right.

What does the membership include?

Every current kit, every new kit as it is released, and future member resources, for as long as the membership is active. Cancel anytime.

Globus Capital Advisors · Commercial lending

Numbers work? Get real terms.

Send the deal you modeled and a Globus advisor will shop it across banks, debt funds and private lenders. Business-purpose loans only.

Get commercial financing Book a call