Income path clues
- Business type, ownership percentage, and how long the business has operated.
- Whether bank statements, prepared profit-and-loss, full documents, or assets tell the cleanest story.
- Approximate monthly deposits or prepared income picture.
- Known agency guideline issue if another path already failed.
Aksel review package
- Business overview and target loan purpose.
- Property type, occupancy, loan amount, and timeline.
- Asset and reserve overview by account type.
- Any existing lender feedback or decline reason.
Broker review next step
Send the income story and property goal first; Aksel will request secure documents separately when needed.
Do not send sensitive identifiers or raw documents through public notes. Aksel will request secure documents separately when needed.