AI Checklist Generator

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create checklist for needed documennts

Client Information

Financial Information

Legal Documents

Insurance Information

Additional Documents

  • Request a copy of the credit report from all major credit bureaus
  • Review the credit report for accuracy and discrepancies
  • Provide the credit report to the financial services provider
  • Gather all existing loan agreements related to the business
  • Review the terms and conditions of each loan agreement
  • Ensure all loan agreements are up to date and in good standing
  • Compile the latest financial statements for the business
  • Include income statements, balance sheets, and cash flow statements
  • Ensure the financial statements are prepared in accordance with GAAP
  • Prepare personal financial statements for all business owners or guarantors
  • Include assets, liabilities, income, and expenses
  • Ensure personal financial statements are accurate and up to date
  • Gather all tax returns filed for the business for the past few years
  • Include federal, state, and local tax returns
  • Ensure all tax payments are up to date and in compliance with regulations
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