Understand the property and the company
We review the property, its intended use, the requested financing and the structure of the purchasing company. Shareholders, income and existing commitments form part of the information to document.
Build a coherent application
I help organize company information, financial statements and property details, together with any shareholder or representative documents requested by the bank.
Follow the bank’s review
We review the proposals received, requested guarantees and implementation steps. The amount, term and conditions remain subject to the bank’s assessment and approval.
Separate companies and beneficiaries
The bank needs a clear picture of the purchasing company, any parent company, other group entities and relevant beneficiaries. We distinguish each entity’s information so that personal evidence and company documents remain clearly separated.
Organize the financial evidence
Depending on the service, documents may include parent-company accounts and current financial information, company and beneficiary bank statements, tax assessments, asset statements and group accounts. The checklist is specified for your application; irrelevant items are explained with a reason.
Coordinate the bank presentation
I prepare the project presentation and follow up on the bank’s requests. Legal structure, tax questions and signing authority should be confirmed with your advisers and relevant contacts. Financing depends on the lender’s assessment of the application.