Engagement path
From intake call to findings walkthrough
This page maps how a pre-submission loan application audit—and our related reviews—actually move. Bring the pack you plan to file; we will tell you if it is too early.
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Intake
A thirty-minute call covers facility type, lender or grant timeline, entity count, and known soft spots. We confirm whether a fixed fee is possible from the description or whether we need a sample schedule first.
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Document room
You upload management accounts, cash flows, aging reports, collateral schedules, narrative drafts, and any lender checklist. We freeze a version list so later uploads are marked as amendments, not silent replacements.
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Dual pass
One reviewer works arithmetic and cut-offs; another reads narrative claims against the numbers. Severity tags mark what would likely stop a credit analyst versus what is tidy-up advice.
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Findings memo
You receive a written memo with prioritised issues, evidence that would close each point, and notes on exclusions. For grant or board packs, the format shortens to an annotated letter or margin-marked PDF.
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Walkthrough
A sixty-minute call (shorter for board verifications) walks severity order. We do not expand into unpaid advisory during this call; further review rounds are scoped separately.
What to prepare before day one
- Version-dated filenames for every schedule
- A one-page entity map if more than one company is in the ask
- Lender or grant checklist excerpt, if you have one
- Honest labels on anything still draft
Ready to open the document room?
Request a review with your target filing date. We will confirm the engagement path that fits your application type.