Outsourced CRE Underwriting for Lenders

Fernandes & Company is the outsourced underwriting desk for private lenders, debt funds, banks, credit unions, and loan brokers. Send us the loan file. It comes back as a committee ready credit package: standardized financials, underwritten NOI, loan sizing, borrower and guarantor credit analysis, stress testing, and a credit memo. Most files in 24 to 48 hours. Built by a principal with 300+ closed transactions and $5B+ underwritten.

The Product

Your underwriting department. No headcount added.

Instead of assigning the file to one of your analysts, send it to us. We handle the underwriting file end to end, as an independent third party on F&Co letterhead, or white labeled inside your templates and credit policy.

File Intake & Standardization

Document checklist, T-12 normalization, rent roll standardization, and PFS and SREO standardization. The raw borrower package becomes underwriting ready data.

Deal Underwriting

Underwritten NOI, collateral valuation and appraisal review, market rent and occupancy analysis, and loan sizing against DSCR, debt yield, LTV, and LTC.

Borrower & Guarantor Credit

PFS and SREO analysis, global cash flow, liquidity and net worth, contingent liabilities, guarantor strength, and sponsor track record.

Risk & Stress Testing

Rate, rent, vacancy, and exit sensitivities. Rollover and tenant concentration. Refinance test. Risk identification and mitigants.

Committee Package

Credit memo, recommended loan structure, conditions and exceptions. A committee ready package in a consistent format your credit team learns to read fast.

See the Work

Sample underwriting deliverables.

Judge the depth before you send a file. Complete sample deliverables using anonymized, representative data. The same structure and standard every engagement receives.

Sample PDF

Borrower Credit Underwriting Memo

Full borrower credit read: PFS and SREO analysis, liquidity, net worth, global cash flow, contingent liabilities, and credit recommendation.

Sample PDF

Deal Underwriting & Debt Sizing Memo

Property level underwriting: normalized T-12 and rent roll, underwritten NOI, loan sizing, DSCR, debt yield, LTV, refinance test, and sensitivities.

Sample PDF

Credit Committee Presentation

The full file distilled for committee: loan summary, borrower, collateral, underwritten metrics, risks, mitigants, and recommended conditions.

Every engagement also delivers the underlying Excel workbooks alongside the reports: a borrower level credit workbook (PFS, SREO, liquidity, global cash flow, contingent liabilities) and a deal level underwriting model (rent roll, P&L, debt sizing, refinance test, sensitivities). Your credit team gets the analysis and the math behind it.

Engagement Structures

Three ways lenders plug us in.

Per File

Per File Underwriting

Built for irregular deal flow and overflow. Send a file when one comes in. Flat fee per file, no fixed cost between deals. Volume spikes covered, slow months cost nothing.

Overflow & Surge
Retainer

Dedicated Capacity

A defined number of files per month on retainer. Recurring volume underwritten on one consistent clock, with priority turnaround and volume pricing.

Recurring Volume
White Label

White Label Underwriting Desk

We work inside your templates, credit policy, and workflow. Your formats, your letterhead, your process. To your committee and your borrowers, it is your underwriting department.

Your Brand
The Math

Outsourced underwriting vs. the in house hire.

F&CoFull Time Underwriter
Fixed payroll and benefitsNoYes
Recruiting and training cycleNoMonths
CapacityScales with flowFixed
Per file pricingYesNo
24 to 48 hour turnaroundYesDepends
White label optionYesN/A
Reviewed by a principalEvery fileDepends
The Edge

We know where borrower numbers break. We have built those models ourselves.

Our principal has sat on the borrower side of 300+ closings and underwritten $5B+ in assets. We know how sponsors construct their underwriting and present loan files. That is exactly where an independent credit read earns its fee.

  • Independent third party work product, free of origination pressure
  • On F&Co letterhead or white labeled on yours
  • Consistent format your committee learns to read fast
  • Bridge, permanent, construction, acquisition, refinance, and transitional loans across asset classes
★★★★★
"Mark was fast and efficient. He did exactly what I needed and was very knowledgeable. I will definitely hire him again."
Client Anonymized by request
Also for Loan Brokers

Package borrowers lenders say yes to.

Loan brokers use the same product in reverse: an independent credit read that strengthens the borrower package before it reaches the lender. It surfaces and fixes the flags that would otherwise kill the file in committee. Pair it with borrower data room prep and PFS standardization for a complete submission.

FAQ

Outsourced CRE underwriting, answered.

Instead of assigning a loan file to an in house analyst or underwriter, you send it to us. We take it from document intake through a committee ready credit package: standardized financials, underwritten NOI, loan sizing, borrower and guarantor credit analysis, global cash flow, stress testing, risk identification, and a credit memo with recommended structure and conditions.

Private lenders, debt funds, banks, credit unions, and loan brokers. Shops with real deal flow that do not want fixed underwriting payroll, and credit teams that need overflow capacity or an independent third party read.

Credit: DSCR, debt yield, LTV, LTC, global cash flow, guarantor analysis, liquidity and net worth, contingent liabilities, PFS and SREO, sponsor track record, and exceptions. Collateral: as is and stabilized value, cap rates, appraisal review, market rents, occupancy, rollover, tenant concentration, and TI and LC exposure. Loan: bridge, permanent, construction, acquisition, refinance, and transitional structures.

Three. Per file for irregular deal flow. Dedicated monthly capacity for recurring volume. A white label underwriting desk where we work inside your templates, credit policy, and workflow.

24 to 48 hours for most files once the borrower package is received. Dedicated capacity arrangements keep recurring file flow on the same clock.

Yes. A third party work product delivered on Fernandes & Company letterhead, or white labeled on yours. Either way the analysis is independent of origination pressure.

Get Started

Put an underwriting department on call.

Tell us about your file flow. We will scope a per file, dedicated capacity, or white label structure that fits how your shop works, and quote it on the call.

Schedule a Consultation

No commitment. No pressure. Just a straight conversation.