CMA Forms I to VI

CMA Forms I to VI — What Each Form Covers

A plain-language map of Credit Monitoring Arrangement forms used in many bank appraisal packs—and how Credlook organises the same content in its CMA generator.

Banks often refer to CMA “Forms” when they want a standardised financial pack. Exact labels can vary by bank, but the substance is consistent: limits, P&L, balance sheet, working capital, and fund flow.

Credlook is not a bank form portal; it prepares documentation-style CMA schedules from your data.

Form-wise overview

• Form I — Particulars of existing / proposed limits
• Operating statement — sales, costs, and profits by year
• Balance sheet — assets, liabilities, and net worth
• Current assets & liabilities / holding levels
• Form V — MPBF / maximum permissible bank finance
• Form VI — Fund flow statement

Suggested Credlook path

Confirm Settings → Company & Loans → Operating Statement & Balance Sheet → Projections → Working Capital & Summary → Preview / Download.

FAQ

Are Credlook sections identical to every bank’s printed forms?

Layouts vary by bank. Credlook follows common CMA substance (limits, statements, MPBF, fund flow) for documentation and review.

Do I need all forms for every file?

Your branch may ask for a subset. Start with audited statements, limits, and MPBF; add fund flow and DSCR when required.

Generate CMA Report — Guided CMA data from audited inputs through MPBF and fund flow.

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