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Lender Evaluation Matrix 
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[LENDER] Experience & Program Details Financial Terms Property Requirements Timeline 
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Affordable Housing Projects # completed Max Loan Amount | $  Min. Operating History | Years Application to Closing | Weeks 
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Interest Rate | %  Occupancy Requirements | %  Disbursement Schedule | Timeline  
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Term Length | Years  Income Restrictions | AMI levels  Compliance Period | Years 
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Debt Service Coverage | Ratio Environmental Review | Level required 
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Recourse Requirements | Type 
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Energy Retrofit History # projects 
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Local Market Knowledge Y/N 
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