Bank Prep (questions + checklist + naming)
Story Script
Here's what changed → here's what we did → here's what we need → here's why it's safe.
Anticipated Questions
- What is your renewal timeline and decision criteria?
- What documents do you need to see 30 days before renewal?
- What covenants or ratios are you watching most closely this year?
- What collateral is required for LOC increases?
- What would cause you to reduce our line?
- What changes would improve our terms (rate, fees, limits)?
Document Checklist
- Last 12 months bank + LOC statements (PDFs)
- Updated debt schedule
- YTD P&L + Balance Sheet
- Inventory / receivables snapshot
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Learn About Farmer MetricsFile Naming Convention
YYYY-MM Account - Statement.pdf