What is the lender checklist?

A list of what a lender's credit team usually asks for: 14 items in the same six sections as the loan folders, from company KYC to the loans you already have. Link the documents that cover each item, upload missing ones, or mark an item not needed, so the credit team gets everything the first time. You can add your own items, show only what's missing, and download the list as a CSV file.

Once your room has loan folders, open it with Lender checklist on the Lenders page or on Documents, and choose Use the lender checklist the first time. It's separate from your raise's due-diligence checklist, which stays the one counted on your Dashboard. Only your team sees it.