Banks and credit unions

Every commercial file fully worked.

Commercial and real estate files arrive spread, analyzed, enriched and checked against your policy. Your credit team starts at the decision.

C&I term loan · $750,000Cow Bay Trucking LLC14 documents · 3 accounts · 2 guarantors
Every page read
Full credit analysis run
Business and owners checked
Fit against your policy and book
Memo drafted
Follow the file· 01 / 06Read

Every page read. Every return spread.

Business and personal returns land in your spread format, every figure linked to its page and line.

Follow the file· 02 / 06Analyzed

The full credit analysis checked against the account.

Coverage, ratios, stress and collateral against your policy, with the returns tested against the bank statements.

Follow the file· 03 / 06Enriched

The business as the world sees it.

The yard, the reviews, the owners, every public record and where its industry is heading.

Follow the file· 04 / 06Fit

How well does it fit your book?

Your credit policy, your concentration limits and the rules your team never wrote down.

Follow the file· 05 / 06Memo

The memo in your template.

Every section drafted and cited. Your analyst reviews and makes the call.

Follow the file· 06 / 06Delivered

Into your LOS or ours.

The complete file lands where your team already works.

See it on your own files.

Bring a recent commercial file and we'll show you the complete credit file it becomes.

Book a demo
Priced per capability. Use one, or the whole file.