Bank Loan Documentation Checklist

MSME bank loan documentation checklist—project report items plus common supporting papers lenders may request.

Loan files combine credit assessment with document verification. This checklist helps you prepare the project report portion and common supports.

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

Documentation checklist

• Project report / DPR PDF
• Promoter KYC and address proof
• Business registration / GST if applicable
• Quotations for machinery or setup
• Property documents or rent agreement
• Bank statements as requested by lender

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FAQ

Is the checklist the same for every bank?

No. Always take the list from your relationship manager.

Does Credlook collect KYC?

Credlook focuses on project report software; KYC is handled by your lender.

Can I prepare the project report first?

Yes—draft the report while gathering other documents in parallel.

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