Level 1 | Pre-Screening
A fast, high-level assessment designed to answer a critical question: is this deal worth pursuing?
For those who are not experienced in originating commercial mortgages or underwriting investment properties, this service provides a practical and efficient way to pre-screen a file and understand basic loan guidelines before investing significant time or resources.
We review the borrower and property at a high level, identify immediate red flags, and provide clear directional guidance on leverage, structure, and next steps. The outcome is clarity—quickly—so you can move forward with confidence or step away early.
Who It’s For?
Best when you need quick guidance, clear boundaries, and an informed starting point.
New or less-experienced commercial loan originators
Borrowers unfamiliar with commercial lending requirements
Residential lenders transitioning into commercial deals
Brokers and investors looking for a fast viability check
Result: greater clarity, fewer underwriting surprises, and a stronger foundation for a lender-ready submission.
Deal Profile
Files that exceed the stated complexity or scope criteria will be reviewed and quoted separately prior to the start of services.
Number of Enitities
2 Operating Entities
1 Holding Company
Number of Sponsors
Individuals
No BVI or Trust
Number of Properties
Owner-User Purpose
Investment ± 20 Tenants
Commercial Loan
Program
What You Unlock With Level 2 Pre-Screening
Review & Intake
Initial review of provided borrower, property, and transaction information
Identification of missing, incomplete, or inconsistent documentation
Value to client:
Clear understanding of the current state of the file and what is needed to move forward.
Personalized Checklist
Deal-specific document checklist
Clear distinction between required vs. conditional items
Value to client:
No guesswork. A precise roadmap of requirements aligned with lender expectations.
Feasibility Snapshot
High-level review of loan request parameters
Preliminary assessment of deal strengths and constraints
Value to client:
Early clarity on whether the transaction is directionally viable before investing more time or cost.
Program Fit Guidance
Initial alignment of the transaction with appropriate loan type(s).
Identification of programs that are unlikely to fit
Value to client:
Avoids misaligned submissions and wasted underwriting cycles. a
ph Font
Next-Step Action Plan
Prioritized list of next steps required to advance the file
Guidance on deal suitability
Pass, Processed, Restructure
Value to client:
Confidence in the path forward and control over timing, effort, and expectations.
Submission & Processing
Lender-ready submission package
Processing coordination and follow-up support
Faster turn-around time
No Guesswork!
Outcome:
A properly packaged, submission-ready file that transitions smoothly into processing and underwriting.
This Is Perfect For
EARLY EVALUATION
DEAL VIABILITY
INEXPERIENCED MLO'S
RESIDENTIAL TRANSITION
COACHING
INITIAL GUIDANCE
TIME CONSTRAINTS
UNCLEAR STRUCTURE
PRODUCT SUITABILTY
Start Your Deal the Right Way
Choose Your Pre-Screen Level
Pre-screening fees are credited toward full processing, ensuring you only pay once as your file moves forward.
Level 1
Express
$250.00
Level 2
Enhanced
$750.00
Level 3
Advanced
$1,500.00
Ready to take commercial deals from start to closing?
End-to-end pre-screening, processing, and underwriting support for commercial transactions.
Join the UW-Flow Network
Join the UW-Flow network to receive timely insights, practical tips, and updates on underwriting, processing, and commercial lending—designed to help you structure better deals and move faster with confidence.
UW-Flow provides independent commercial underwriting, pre-screening, and loan processing support services. We are not a bank, lender, or funding source unless explicitly stated in a separate written agreement.
All analyses and file assessments are based solely on information provided by the client and are intended for strategic positioning purposes only. Loan approval, terms, and funding decisions are made exclusively by the lending institution. No service guarantees approval.
Clients are responsible for the accuracy and completeness of submitted documentation. Fees are service-based and earned upon delivery of the agreed scope of work unless otherwise stated in writing.
UW-Flow maintains strict confidentiality standards and may utilize technology tools, including AI-assisted systems, to enhance efficiency. Use of this website constitutes acceptance of these terms.
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