Finance · Automation · Standard package
Loan packaging
Bank loan dossier ready to submit — CMA data, financial projections, covenant modelling and lender presentation deck.
A guided session with our team.
Video demo coming soon
How it works
- 1Loan requirement scoped (amount, tenor, purpose, security)
- 23-year financial projections built for lender review
- 3Collateral and security documentation checklist prepared
What you receive
- CMA data package
- 3-year lender-ready financial projections
- Covenant sensitivity model
- Lender presentation deck
Tools and connections
6 tools listed for this solutionWorks around the tools you already use
Your tools
- Tally
- SAP
Zoho Books- Excel
- Banking portals
How they connect
- Direct connection, where the tool allows it
- Regular import or export of files
- Assisted workflow your team runs
The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.
Full workflow · 6 steps
- 01Loan requirement scoped (amount, tenor, purpose, security)
- 02CMA (Credit Monitoring Arrangement) data prepared
- 033-year financial projections built for lender review
- 04Covenant sensitivity analysis modelled
- 05Lender presentation deck drafted
- 06Collateral and security documentation checklist prepared
Everything included · 6 deliverables
- CMA data package
- 3-year lender-ready financial projections
- Covenant sensitivity model
- Lender presentation deck
- Collateral documentation checklist
- Bank-ready loan application folder
What we’ll need from you
- Loan requirement scoped (amount, tenor, purpose, security)
- Access to the relevant tools and a sample of real data
- A named owner on your team to review outputs
Human review
Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.
Delivery and support
- Package
- Standard · price shared on enquiry
- Tentative build time
- 3–4 weeks, confirmed after your demo
- Maintenance & support
- Email + WhatsApp within 4h, in your SUITE AI Workspace
- Billing
- One-time build fee plus monthly maintenance in your SUITE AI Workspace
- Availability
- Built and scoped for each business — not an off-the-shelf product.
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