Bank file checklist

Bank File Checklist Before Meeting

Confirm identity papers, financials, and Credlook PDF drafts before you meet the banker.

This is a documentation prep list—not a bank’s official checklist. Ask your branch for theirs.

Credlook.in prepares project reports and CMA documentation from details you provide. We are not a bank, NBFC, lender, or government scheme portal—documentation support only.

Usually ready

• KYC and business proofs your bank asks for
• Project report PDF (new unit / term loan discussions)
• CMA PDF (existing unit / CC-WC discussions)
• CA review notes if required

Draft on Credlook

• /generate-project-report-bank-loans?start=1
• /generate-cma-report?start=1
• /project-report-vs-cma-report

FAQ

Replaces bank checklist?

No. Use this as a prep aid alongside your bank’s list.

Start Project Report — Then review with your CA.

Credlook.in provides project report and CMA documentation software from customer-provided details. We are not a bank, NBFC, lender, or government scheme authority.