Engagement
Pre-submission spot check
A focused pass over the schedules most likely to trigger clarification letters — cash forecasts, collateral notes, and budget tables.
Who this is for
Teams that already have a coherent narrative but want a second read on three to five schedules before the file leaves the office.
Result you can expect
A short issue list limited to the schedules you nominate, with concrete edits rather than a full dossier rewrite.
What the review covers
You choose the sections; we stay inside that boundary unless we spot a contradiction that spills into an adjacent exhibit.
Included
- Review of up to five nominated schedules or exhibits
- Arithmetic and cross-reference checks within those pages
- Written note of material findings within three business days
Outside this engagement
- Full narrative review across the entire application
- Reconstruction of missing source documents
- Multiple revision rounds after the first note
How the engagement runs
Designed for tight windows when the rest of the pack is already stable.
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1
Nominate schedules
You mark the pages and tell us which prior questions from the lender or grantor still worry you.
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2
Focused review
We test those pages against the cover form and any linked totals you provide.
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3
Issue list
You receive a concise note — typically two to four pages — ready to hand to the schedule author.
Narrow the risk before you submit
Tell us which schedules feel soft and when the file must leave your desk.