CMCC Resource Guide
Financing Document Preparation Guide
A non-sensitive pre-submission checklist. CMCC will provide secure instructions for sensitive documents after initial review.
First Review
Start with high-level facts, not sensitive documents.
Organize
Know what financial statements, debt schedules and transaction documents exist.
Secure Submission
Wait for CMCC's secure instructions before sending sensitive records.
Version Control
Use current, complete documents and identify the period covered.
Educational resource only. This guide is not a financing approval, commitment, tax advice, legal advice or a substitute for source-specific underwriting requirements. Program requirements can change.
Have a real scenario?
Use the guide to organize the question, then let CMCC review the facts.
Continue Your Research
Related CMCC Tools & Financing Paths
Use the resource to understand the issue, then move to the relevant calculator, financing path or application when the scenario is ready.