CMA Data

Flowchart

flowchart TD
  A[Open CMA Data] --> B[Select CMA pack]
  B --> C[Load / enter CMA schedules]
  C --> D[Validate ratios & totals]
  D --> E[Export CMA pack]

Steps

1. 1 Open CMA Data from Report Packs in the sidebar.
2. 2 Select the CMA pack tied to the company and period you need.
3. 3 Load or enter the CMA schedules banks typically request.
4. 4 Validate ratios and totals before sharing.
5. 5 Export the CMA pack for the lender or credit team.