Financial Instituion Pre-Funding Reports for Developers & Owner-Builders

Unlock Reliable Funding with Accurate Independent Reports

As a developer or owner-builder, securing pre-funding for your construction project is essential.

Our Financial Instituation / Bank Pre-Funding Reports (also known as Independent Advisory Reports) provide the detailed, independent assessment that financial institutions rely on to secure your funding.

At Tate & Sons, we are a leading provider of quantity surveying services with over two decades of experience in delivering precise and reliable cost estimates for construction projects. Our expert team works closely with developers and owner-builders, offering independent advisory reports that help secure the funding you need. Whether you’re seeking a Bank Pre-Funding Report or an Independent Advisory Report, we ensure that financial institutions have the comprehensive data required to make informed decisions.

What is a Bank Pre-Funding Report?

A Bank Pre-Funding Report is an independent advisory report that provides a detailed and reliable valuation of the construction costs for your project.

The report is used by lenders, banks, and other financial institutions to determine the feasibility of funding and ensure that the projected costs are realistic and in line with industry standards.

This report typically includes:

Detailed breakdown of construction costs
Cost estimates for all project phases aligning wiht the banks established milestones
Assessment of the project’s scope
Review of construction contracts
Valuation of the project’s market viabilitys

By having a professionally prepared Bank Pre-Funding Report from Tate & Sons, you can present accurate and trusted financial information to banks and lenders, streamlining your funding process and reducing the risk of funding delays.

Who Needs a Pre-Funding Report?

Whether you’re a first-time owner-builder or an experienced developer, a Pre-Funding Report gives your lender confidence that your budget and construction plans are viable. If you're applying for a construction loan or development finance, chances are your financier will require one before releasing any funds.

What Does the Report Include?

Our reports go beyond a simple budget review. They provide a full financial snapshot of your construction project — helping banks evaluate risk and helping you plan with clarity. Each report is tailored to your specific site, scope, and builder engagement model.

Included in our Bank Pre-Funding Reports:.

Detailed construction cost breakdown (labour, materials, preliminaries)
Desktop inspection and risk assessment
Project timeline and cashflow projection
Review of building contract and inclusions
Assessment of developer contribution / contingency

Why Choose Tate & Sons?

We’ve completed over 6,000 projects nationwide, providing developers and owner-builders with the confidence and clarity they need at funding stage. Our reports are accepted by all major banks and financial institutions and are typically delivered within 3–5 business days.

With over two decades of experience and a team of expert Quantity Surveyors, we:

Understand lender requirements
Work efficiently to tight timeframes
Provide costings based on live market rates
Ensure your project is finance-ready from day one

How to Get Started

With extensive industry experience and a commitment to precision, Tate & Sons offers a BOQ service that is tailored to the needs of contractors, developers, and architects. Our expertise ensures:

Over Two Decades of Experience – Trusted quantity surveying services backed by a proven track record in the industry.
Accuracy & Compliance – BOQs prepared in accordance with Australian Standards and best practices to ensure reliability.
Optimised for Cost Management – BOQs designed to support procurement, budgeting, and contract administration efficiently.
Fast Turnaround Times – Timely delivery to meet project deadlines and tendering schedules.