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Invest With Brant
Private Lender Playbook
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Deal Evaluation Scorecard
Borrower Name
Property Address
Purchase Price:
Rehab Budget:
Total Loan Amount:
After Repair Value
SCORING (1–5 SCALE)
1
Major Concern
2
Weak
3
Acceptable
4
Good
5
Strong / Ideal
1. 👤 BORROWER STRENGTH
Track record / experience
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Communication & responsiveness
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Reputation / references
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Skin in the game (cash invested)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Subtotal: Out of 20
0.00
2. 🏠 DEAL QUALITY
Property type fits strategy
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Location characterics (demand, rent/sellability, flood zone, etc )
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
ARV realism (supported by comps)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Exit strategy (clear + realistic)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Subtotal: Out of 20
0.00
3. 💰 LOAN STRUCTURE
Loan-to-value (LTV) / equity position
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Interest rate & term
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Points / fees
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Payment structure (monthly vs accrued)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Subtotal: Out of 20
0.00
4. 🔐 SECURITY & PROTECTION
Promissory Note executed
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Deed of Trust / Mortgage recorded
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Closed through title company
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Proper insurance in place (you named)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Subtotal: Out of 20
0.00
5. 🚩 RISK & RED FLAGS
ARV not inflated
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Rehab budget realistic
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Timeline realistic
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
No pressure / unusual requests (direct wire, urgency, etc.)
1 - Major Concern
2 - Weak
3 - Acceptable
4 - Good
5 - Strong / Ideal
Subtotal: Out of 20
0.00
🧠 FINAL DECISION FILTER
Total Score
0.00
✅ Decision Guide
Below 70
PASS
70–84
PROCEED WITH CAUTION
85–100
STRONG DEAL
Green Light
Final Questions:
Does this deal fit my lending criteria?
Yes
No
Unsure
Am I protected if things go wrong?
Yes
No
Unsure
Would I be comfortable owning this property if needed?
Yes
No
Unsure
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