File auditing & commercial funding
Send us the file. We'll tell you what stops it.
Four steps. The last one is an encrypted upload — financial documents never travel by email here, and nothing you send can be read in transit.
What you get back
A plain checklist, not a wall of commentary. Every item marked clear, flagged, or needing attention — the same way an underwriter would work through it.
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CompletenessIs every required document present, current, legible and signed.
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ConsistencyNames, entities, addresses, ownership percentages and figures agreeing across the whole package. Usually they don't.
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JudgementAnything an underwriter will stop and ask about — a gap in deposits, a licence expiring mid-term, a YTD figure that doesn't tie to the return.
What we can and can't promise.
We're a consulting and deal-support firm — not a lender, bank or funding source. We don't
make credit decisions and we can't guarantee an approval, an amount, a rate or a closing
date. Our review is an operational and completeness review against underwriting
expectations; it is not an audit in the accounting sense and not legal or tax advice.
Full disclosures.
Rather talk first?
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Call or text877-234-6182