Top 10 Things to Do
Before Refinancing or Sourcing New Loans
Lenders will be biased against corporate borrowers who appear disorganized and unprepared in their credit request process. This includes even your incumbent bank when considering refinancing or additional financing options. Taking time to compile necessary documents and proper materials before talking to lenders will increase the chances of you receiving a good term sheet and eventually getting to closing. Lenders are more likely to respond quickly and bid aggressively if your information is compiled in such a way to make it easy for them to go to credit committee. Read the top ten things to consider before starting your RFP process.
The white paper includes a checklist for next steps and specific materials to prepare before going to market on your credit request.
Learn what materials lenders need to perform due diligence
Checklist: Items to Prepare Before Talking to Lenders
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Cerebro Capital’s commercial loan software is revolutionizing and modernizing the corporate loan process with data-driven technology. A team of financial and software experts combined their shared knowledge to build an all-in-one platform that creates efficient loan sourcing and portfolio management processes for middle market companies, PE firms, and intermediaries. Learn more about what makes Cerebro different.