Free download · Checklist
Walk into your bank renewal ready.
Your line of credit or bonding review shouldn't be a scramble the week before. This free two-page checklist shows what to prepare and when, so you show up with numbers you trust.
What's inside
- What to send your banker 60 to 90 days before renewal
- The financial statements and reports lenders ask for most
- How to check your loan covenants before the bank does
- The questions your banker is likely to ask, and how to answer
- A short list of things to clean up before December 31