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Onboarding Checklist
Onboarding Checklist

Get assistance with onboarding your data to Trinety

Jesse Hunt avatar
Written by Jesse Hunt
Updated over 2 weeks ago

Getting accurate data on your net lease investments is critical and we're here to help. Utilize this guide along with the Onboarding Checklist to get things setup correctly right from the jump.
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Section 1 - Property Details

Information to Enter

Source(s)

Property Name

Enter a name for your property

n/a

Address

Find and add the address, Trinety will help you look up and validate the address entered

n/a

Year Built

Enter year built, often in OM or Appraisal

Offering Memorandum, Appraisal

Building Size

Enter rentable building area in square feet

Offering Memorandum, Appraisal

Land Size

Enter land size in acres

Offering Memorandum, Appraisal

Purchase Price

Enter the price you paid for the property

Closing Statement

Closing Date

Enter the closing datea

Closing Statement


Section 2 - Valuation

Information to Enter

Source(s)

Net Operating Income (NOI)

Enter the NOI which is equal to the base rent less any operating expenses

Offering Memorandum, Appraisal

Capitalization (CAP) Rate

Enter your estimate of the current market cap rate for your property

Recent appraisal, broker opinion of value, comparative sales

Value

Trienty will automatically calculate the value by dividing the net operating income by the cap rate.


Section 3 - Tenant Lease

Information to Enter

Source(s)

Tenant

Enter the tenant name

Offering Memorandum, Appraisal, Lease

Initial Term

Enter the initial term of the lease, Trinety will automatically calculate the term remaining

Offering Memorandum, Appraisal, Lease

Monthly Rent

Enter the current monthly base rent payment

Offering Memorandum, Appraisal, Lease

Payment Date

Enter the date the tenant rent is due or typically paid

Offering Memorandum, Appraisal, Lease, Bank Records

Commencement

Enter the lease commencement date

Offering Memorandum, Appraisal, Lease

Lease Type

Choose the type of lease, Either NNN or NN

Offering Memorandum, Appraisal, Lease

Renewal Options

Enter the tenant's renewal options

Offering Memorandum, Appraisal, Lease

Lease Expiration

Enter the expiration date of the tenant lease

Offering Memorandum, Appraisal, Lease

Section 4 - Loan

Information to Enter

Source(s)

Lender/Servicer

Enter the name of the lender or loan servicer

Loan Statement, Loan Agreement, Promissory Note

Loan #

Enter the loan number assigned the lender/servicer

Loan Statement, Loan Agreement, Promissory Note

Loan Amount

Enter the initial amount of the loan

Closing Statement, Loan Statement, Loan Agreement, Promissory Note

Interest Rate

Enter the interest rate of your loan

Loan Statement, Loan Agreement, Promissory Note

Loan Term

Enter the fixed term of your loan

Loan Agreement, Promissory Note

Loan Payment

Enter the monthly payment amount of your loan

Loan Statement, Loan Agreement, Promissory Note

Loan Payment Date

Enter the date the loan payment is due or normally paid

Loan Statement, Loan Agreement, Promissory Note

Amortization

Enter the amortization period for your loan, typically 20, 25, or 30 years

Loan Statement, Loan Agreement, Promissory Note

Interest Only Term

Enter the term of any interest only period in years

Loan Statement, Loan Agreement, Promissory Note

Loan Origination

Enter the date your loan was originated, often the closing date or refinance date

Loan Statement, Loan Agreement, Promissory Note

Payoff Due

Enter the date your loan matures and/or needs to be paid off

Loan Statement, Loan Agreement, Promissory Note

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