Template 01 Standard
CMHC MLI Select purchase
Insured purchase of a stabilized rental building.
- Deal type
- CMHC MLI Select · Acquisition
- Leads with
- MLI Select points, affordability and energy
Deal-type templates · Broker Pro
The right package for each kind of deal.
7 standard deal-type templates, plus advanced ones rolling out. Each standard template is a 14-page lender package: the deal's program and financing type pick it, and it leads with a signature page built for that deal type.
Brand it your way: 4 themes, including your own Brand Kit, and 3 logo modes: Levercomm, co-brand or white label. On every plan, packages carry your name and logo.
Templates are on Broker Pro · CA$349/mo · 3-month minimum
By deal type
7 standard templates, plus advanced ones rolling out.
The standard templates are picked automatically from the deal's program and financing type. Each one is a 14-page lender package with a cover and a signature page made for that deal type. Browse 4 pages of each below, all 14 in your trial, filled with example data.
| Template | Program and financing type | Signature page leads with | Cover headline figures |
|---|---|---|---|
| 01CMHC MLI Select purchase Standard | Purchase under MLI Select | The purchase and the program fitMLI Select points, affordability and energy | Appraised value · Value per door · MLI Select points |
| 02CMHC MLI Select refinance Standard | Refinance under MLI Select | Where the refinance proceeds goProceeds, MLI Select points and the program tests | Existing loan matures · MLI Select points · Net proceeds |
| 03CMHC Standard Rental Standard | Insured under Standard Rental, purchase or refinance | Program tests, and the upgrade pathThe CMHC 1.20x DCR test | DSCR / program minimum · Value per door · Sponsor liquidity |
| 04Conventional term Standard | Conventional (uninsured) term loan, purchase or refinance | Who pays the rent, and for how longDebt yield, DSCR and lease rollover | Debt yield · Break-even occupancy · WALT |
| 05Construction Standard | Construction financing, conventional or CMHC | Budget, draws and the road to take-outBudget, draws and cost to complete | Total project cost · Loan-to-cost · Completion |
| 06Bridge Standard | Bridge financing | The plan, and how the lender gets repaidThe exit plan | Business plan · Stabilized NOI target · Exit |
| 07Land Standard | Land or pre-development financing | Entitlements and the path to constructionEntitlements, zoning and the exit | Land value · Zoning & permits · Construction start |
| Advanced templates, rolling out | |||
| 08Mezzanine and second-position financing Rolling out | Subordinate debt behind a first mortgage | The full capital stackThe full capital stack, combined LTV and intercreditor terms | |
| 09Joint venture and preferred equity Rolling out | Equity partners or preferred equity in the capital stack | The equity waterfallThe equity waterfall, sponsor returns and promote | |
| 10CMBS conduit loan Rolling out | A conduit loan to be pooled into a securitization | Debt yield and the stress testDebt yield, stressed DSCR and lease rollover | |
| 11Hotels and hospitality Rolling out | Hotels and other hospitality properties | RevPAR, ADR and occupancyRevPAR, ADR, occupancy and the brand flag | |
| 12Seniors housing and retirement residences Rolling out | Retirement residences and seniors housing with care services | Care mix and the occupancy rampCare mix, occupancy ramp and operator strength | |
The 7 standard templates: 4 pages of each here, all 14 in your trial
Template 02 Standard
CMHC MLI Select refinance
Insured refinance ahead of maturity.
- Deal type
- CMHC MLI Select · Refinance
- Leads with
- Proceeds, MLI Select points and the program tests
Template 03 Standard
CMHC Standard Rental
Insured purchase or refinance without MLI Select commitments.
- Deal type
- CMHC Standard Rental · Refinance
- Leads with
- The CMHC 1.20x DCR test
Template 04 Standard
Conventional term
First mortgage on a leased income property.
- Deal type
- Conventional Term
- Leads with
- Debt yield, DSCR and lease rollover
Template 05 Standard
Construction
Ground-up build, conventional or CMHC, through to take-out.
- Deal type
- Conventional Construction
- Leads with
- Budget, draws and cost to complete
Template 06 Standard
Bridge
Short-term loan to re-lease or reposition, then refinance.
- Deal type
- Bridge · Value-Add
- Leads with
- The exit plan
Template 07 Standard
Land
Acquire or carry a site through approvals to a construction loan.
- Deal type
- Land · Pre-development
- Leads with
- Entitlements, zoning and the exit
Advanced templates, rolling out
Mezzanine · Second position![]()
Rolling outThe full capital stackCombined LTV75%First mortgage LTV60%IntercreditorStandstill, cure rightsSignature pageIllustrative figures
Template 08 Rolling out
Mezzanine and second-position financing
Subordinate debt behind a first mortgage.
- Deal type
- Mezzanine · Second position
- Leads with
- The full capital stack, combined LTV and intercreditor terms
Joint venture · Preferred equity![]()
Rolling outThe equity waterfallSponsor co-invest10%Promote30% above 8%Preferred equityAhead of commonSignature pageIllustrative figures
Template 09 Rolling out
Joint venture and preferred equity
Equity partners or preferred equity in the capital stack.
- Deal type
- Joint venture · Preferred equity
- Leads with
- The equity waterfall, sponsor returns and promote
CMBS · Conduit![]()
Rolling outDebt yield and the stress testDebt yield9.6%Stressed DSCR1.31xRollover in term38% of rentSignature pageIllustrative figures
Template 10 Rolling out
CMBS conduit loan
A conduit loan to be pooled into a securitization.
- Deal type
- CMBS · Conduit
- Leads with
- Debt yield, stressed DSCR and lease rollover
Hospitality![]()
Rolling outRevPAR, ADR and occupancyADR$189Occupancy72%RevPAR$136Brand flagFranchise to 2034Signature pageIllustrative figures
Template 11 Rolling out
Hotels and hospitality
Hotels and other hospitality properties.
- Deal type
- Hospitality
- Leads with
- RevPAR, ADR, occupancy and the brand flag
Seniors housing![]()
Rolling outCare mix and the occupancy rampStabilized occupancy92% by month 24Operator12 residencesSignature pageIllustrative figures
Template 12 Rolling out
Seniors housing and retirement residences
Retirement residences and seniors housing with care services.
- Deal type
- Seniors housing
- Leads with
- Care mix, occupancy ramp and operator strength
4 pages here, all 14 in your trial. White label under the Northgate sample brand, with example data. Figures on the mock are illustrative.
In all 7 standard templates
Every template includes
- A deal-type cover: property photo, the deal type on a dark band, property name, loan request, rating badge and six metrics chosen by deal type
- A signature page for that deal type
- The Levercomm Rating with its six factors
- An AI summary with strengths, risks and mitigants
- A 10-year cash-flow forecast with scenarios
- A live DSCR sensitivity grid
Your data, nothing invented
Only fields Levercomm already collects. When a field is empty, the page shows a grey placeholder naming where the figure comes from, never an invented number. The pages shown on this page use example data.
The Levercomm RatingA grade, a score and the six factors behind it.
10-year cash-flow forecastBase case with downside and upside scenarios.
Live DSCR sensitivity gridCoverage as rate and NOI move, with risks and mitigants.
From the demo package: Les Jardins Saint-Laurent, an MLI Select refinance, Northgate sample brand.
Your brand
4 themes, 3 logo modes
Themes: Levercomm, your own Brand Kit, Heritage and Charcoal. Logo modes: Levercomm, co-brand (your logo, prepared with Levercomm) or white label (your logo only).
Levercomm themeLevercomm logo
Your Brand Kit (Northgate sample)Co-brand: your logo, prepared with Levercomm
Heritage theme (Harbourline sample)White label: your logo only
The same demo cover in three brand settings.
Templates set the order and emphasis of the package; every figure comes from your deal and your documents. Every package also works without a template: you choose the sections and their order. MLI Select and Standard Rental are programs of Canada Mortgage and Housing Corporation (CMHC); Levercomm is not affiliated with or endorsed by CMHC.
Your brand on every package.
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