For advisors
Give every client a stronger
seat at the table.
CreditMarkit gives advisors a system for turning a client’s financials into a process that survives review: one reconciled record, several lenders, and the diligence trail built alongside the ask.
Process ledger / client engagementIllustrative
Client financials normalizedFY2022–FY2025, tie-out log attached
complete
Findings check runExceptions ranked by severity, with the evidence behind each
complete
Lender shortlist by mandateRanked against each lender’s stated mandate
in review
Committee memo draftsOne per shortlisted lender, prepared on request
queued
Sample process. Nothing here is a commitment of capital or an approval.
Work with more leverage
Be the advisor
who sees further.
Repeatable process, per client, without rebuilding it from scratch.
01
Structure the story
Transform client materials into a complete lending profile with less repetitive preparation.
Client profile
→ built once, reused
→ built once, reused
02
Prepare with precision
Anticipate the questions a reviewer will ask and have the evidence ready before they ask it.
Diligence pack
→ evidence pre-assembled
→ evidence pre-assembled
03
Extend your reach
Bring the right capital partners into the process while preserving the trusted client relationship.
Lender coverage
→ your relationship intact
→ your relationship intact