A Credit Monitoring Arrangement (CMA) Report is a financial document required by banks and financial institutions to assess a borrower's creditworthiness. It includes projected balance sheets, profit & loss accounts, fund flow statements, and more.
Businesses applying for working capital loans, term loans, OD/CC limits, or loan restructuring typically need a CMA Report. It is mandatory for most business loan applications.
You can submit your documents easily via WhatsApp chat, our website upload portal, or by email. We accept files in PDF, Excel, or JPG formats.
Yes. Once we receive your documents, our team will process your request and share a secure payment link. Only after successful payment, the CMA Report will be delivered.
On average, we deliver professionally prepared CMA Reports within 15–30 minutes, depending on the completeness and clarity of your financial data.
Absolutely! We understand that bank credit managers may ask for revisions or format adjustments in the CMA data. We offer unlimited modifications in your CMA report — completely free of cost — until it is accepted by the bank. Whether it’s a change in projections, ratios, or loan structuring, we’ve got you covered.Just share the banker’s suggestions with us on WhatsApp, and our team will update your CMA report promptly. Our goal is simple: CMA report approval without any extra hassle or charges
Yes! We provide a 100% WhatsApp-based process—from submission to payment to delivery. Email and website dashboard are optional.
Each partner (CA/Bank Manager) gets a unique referral code or registered mobile number. Whenever a client comes through their reference, they earn a 30% commission per case. Partners can track this via their own dashboard.
Yes! We also help clients with Preparation of Balance Sheets and Profit & Loss Accounts, Loan file compilation and documentation, and Basic financial consulting. You can request these directly via WhatsApp.
Absolutely. We follow strict data security protocols including encrypted file transfers, SSL-certified platforms, daily backups, and compliance with GDPR & IT Act.
No account is required. You can use our services without login, though having an account helps you track past submissions and downloads.
Yes.
We allow flexibility for our CA and Banker partners. You can provide the bank account details of any other person (like a family member or associate) in which you wish to receive your referral commission. Just ensure the account details are accurate while submitting your referral registration or updating your partner profile.
Note: We process payouts only as per the provided account details, so please double-check them to avoid delays.
Want to know more about our services? Just say "Hello" on WhatsApp — we're ready to help!
