Lender preflight prepares your financing package before you submit a formal loan application, reducing the risk of surprises that delay closing and jeopardize your 1031 exchange timeline. Lenders evaluate borrower financial strength, property cash flow, and asset condition — and any weakness in these areas can stall or kill the deal.
We assemble a preliminary loan package including your personal financial statement, property financials, and a deal summary, then present it to target lenders for early feedback on terms, leverage, and timeline. Issues like low DSCR, environmental concerns, or borrower liquidity gaps are identified and addressed before the clock starts.
A financing contingency that falls apart mid-exchange can force you into a taxable event. Lender preflight de-risks the transaction before you commit to a replacement property.
Related services
Find replacement properties for your 1031 exchange
Coordinate standard forward exchanges
Structure reverse exchanges
Manage identification deadlines
FAQ
How quickly can this service move in Austin, TX?
We begin the workflow immediately and keep stakeholders informed across Austin, TX.
Does this service cover markets outside Austin, TX?
Yes. We coordinate local partners so you can execute in any state while staying anchored in Austin, TX.
Who leads lender and Qualified Intermediary conversations in Austin, TX?
We coordinate with your lenders and Qualified Intermediaries, while reminding everyone that we are not a Qualified Intermediary. Every update references the exchange timeline in Austin, TX.
What documentation is delivered?
You receive organized summaries, letters, and trackers that make it easy to brief partners in Austin, TX.
Send your 1031 intake securely
We respond with next steps quickly.