Engagement

Full Application Finance Review

A structured review of your financing application pack—forms, supporting documents, figures, and narrative—before you approach a bank, credit union, or specialist lender in Thailand.

Stacks of financial documents and a pen ready for review

Who this is for

Owners, finance managers, and households preparing loan, lease, trade-credit, or grant applications who want an independent check before submission.

What you receive

A written readiness memo listing gaps, inconsistencies, and recommended fixes, plus a short walkthrough call to prioritise what to amend first.

Scope of the review

Included

  • Line-by-line check of application forms against supporting schedules
  • Cross-check of declared income, collateral notes, and repayment capacity statements
  • Review of cover letters and purpose narratives for clarity and overclaiming
  • Gap list with suggested document replacements or clarifications
  • One 45-minute findings call

Not included

  • Acting as your broker or submitting the file to lenders on your behalf
  • Formal credit scoring, legal opinions, or valuation reports
  • Rewriting entire business plans from scratch
  • Guarantees of approval or preferential rates

How the engagement runs

  1. Intake and file map

    You complete a short checklist naming the product type, lender type, and documents already prepared. We confirm what belongs in scope.

  2. Desk review

    We read the pack in the order a credit officer typically would, marking omissions, mismatched figures, and weak explanations.

  3. Readiness memo

    You receive a structured memo with severity tags—blocking issues, recommended improvements, and optional polish.

  4. Findings call

    We walk through priorities so your team knows what to fix before the next submission window.

Preparation

Gather the draft application, latest financial statements or pay slips, collateral summaries, and any lender template you intend to use. Label files clearly by section.

Constraints

We review applications for financing and related credit requests only. We do not provide investment advice or tax filing services. Work already started on a pack outside our intake date may require a fresh fee quote.