What to put in the contents list before an application audit
When you request a review, a clean contents list saves a day of email. It also shows whether the finance approval application is ready enough to audit.
Suggested order
- Cover narrative (latest draft)
- Facility term summary
- Borrower corporate documents
- Guarantor packs (if any)
- Financial statements and schedules
- Collateral extracts and valuations
- Insurance certificates
- Material contracts cited in the narrative
- Prior facility correspondence you intend to include
Mark what is still draft
Use a simple label in the filename or a one-page cover sheet. We treat marked drafts more gently than pages presented as final.
One archive, one version
Send a single dated folder or PDF. Parallel “final_v7” and “final_REAL” packs force us to guess which story you mean — and guesses do not belong in an application audit.