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Managing Your Private Lending Relationships Use this page to track all your private money lenders, hard money sources, and peer-to-peer lending contacts. Maintaining organized lender information helps you move quickly when opportunities arise and ensures you understand each relationship's terms and capacity.

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How to Track Lending Relationships

Key information to capture for each lender:

• Contact details including name, company, phone, and email
• Lending capacity and current availability of funds
• Interest rate range they typically offer
• Loan-to-value (LTV) ratios they're comfortable with
• Preferred loan types (fix-and-flip, rental, land, commercial)
• Term length preferences (6 months, 1 year, 2+ years)
• Points and fees charged at closing
• Geographic restrictions or property type preferences
• Past transaction history with you

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Tracking Terms & Interest Rates Document each lender's standard terms in the Notes field. Include interest rates, points, LTV limits, and any special conditions. Update this information after each conversation to keep current rates on file. When comparing options, you'll have everything you need to make quick decisions.

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Your Private Lenders

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