Banks' document and security requests vary by product, application and lender. Obtain the requested paperwork and review timeline from the bank in writing; do not treat a sample checklist as a universal requirement.
Include quote date and scope, total including freight and installation, payment stages and equity assumptions in the investment summary. Show current income and costs separately from the post-investment scenario.
Do not present expected savings, lower loss or new revenue as achieved results. State the evidence and owner behind each assumption; recalculate cash flow for seasonal or demand changes.
