Tier 1 · Basic Review

Find out why your loan was rejected — or what would get it rejected if you applied today.

A fast, focused read on your Profit & Loss statement, from an analyst who reads it the way a lender's credit committee will.

  • Candid critique of your business model from a lender's point of view
  • Top 3 red-flag issues in your P&L driving the rejection
  • Top 3 P&L-only credit ratios behind the decision
  • 1 simple written report, delivered within 5 business days
$997one-time engagement

Secure checkout · Delivered within 5 business days · Fully confidential

What's included

Everything you get with the Basic Review

Business Model Critique

A candid look at your business model through a lender's eyes — does the way you operate or are structured raise concerns before the numbers are even reviewed?

Rejection Diagnosis

A clear answer to "why was my loan rejected" — or, if you haven't applied yet, what would most likely cause a rejection based on your current P&L.

Top 3 Red Flags

The three specific issues in your Profit & Loss statement most likely driving the rejection, ranked by how much weight they carry with a lender.

Top 3 Credit Ratios

The three P&L-based ratios behind the decision — interest coverage, margin trend, and revenue concentration — explained in plain terms.

Your Report

One simple, written report covering all of the above, delivered to you within 5 business days of submitting your P&L.

What actually separates us from a broker

A broker checks your documents. We tell you what your numbers actually mean.

Most loan brokers and loan officers are checking whether your paperwork is complete and your file matches a checklist. That's not the same job as explaining why your numbers look the way they do — for your business, in your industry, not a generic template.

What three different paths actually cost

In one of our sample cases, the gap between doing nothing and getting the full picture was the entire loan.

Status quoaccountant + broker only
Declined outright — the lender had no context for why the numbers looked the way they did
$0
~120 days,
issue still unidentified
Basic Review onlydiagnosis, no restructuring
Partial approval — knowing the issue isn't the same as having it fixed
~57%
5 days to diagnose,
60–90 days to fund
Basic Review + upgradediagnosis + solutions + routing
Full approval — positioned correctly and routed to the right lender
100%
~30–45 days,
in time to matter

Figures shown are illustrative, drawn from a specific fictional case in our sample report — not a guarantee or average for any actual engagement. See the full scenario in the sample below.

What buying this avoids

Vs. relying only on your accountant and broker

In our sample case, going in with no independent read at all led to an outright decline and roughly 120 days wasted before the real issue was even identified — let alone fixed. A 5-day diagnosis is what stands between finding that out the hard way and finding out on your terms.

What upgrading avoids

Vs. stopping at the diagnosis alone

Knowing what's wrong isn't the same as having it fixed. In our sample case, a diagnosis without the structural fix still left roughly 43% of the requested amount unfunded — the difference between a Basic Review and a Credit Readiness Review was the rest of the loan.

The typical broker / loan officer

Talks about your documents

  • "Submit more bank statements"
  • "Your file is missing X document"
  • "Talk to your accountant about this"
  • "Improve your profitability" — with no specific path to do it
  • Applies the same checklist to every client, every industry
What we actually do

Explains what your numbers actually mean

  • Finds the specific number a generalist lender will misread
  • Explains why it looks that way for your specific industry
  • Benchmarks against your category, not a generic small-business model
  • Tells you honestly when the fix needs to go deeper
  • No two clients get the same critique — because no two situations are the same

The same surface complaint. Three completely different explanations.

This is the part a document checklist can't replicate — because the right read depends entirely on the industry underneath the number.

Specialty food manufacturer
Complaint: "Customer concentration risk"
What it actually means

87% revenue from one retailer reads as fragile to a generalist — but the real question is contractual, not numerical. The number isn't wrong; the story around it is missing.

Healthcare practice buy-in
Complaint: "DSCR is too thin"
What it actually means

A thin coverage ratio often reflects an owner's compensation draw, not the practice's true earning power once correctly re-cast.

Fleet & logistics
Complaint: "Leverage is too high"
What it actually means

A generic leverage threshold built for service businesses misreads an asset-backed fleet — the right lens is asset coverage, not debt-to-equity.

See it in an actual report

Sample · redacted
Top 3 P&L Red Flags
Top 3 P&L Ratios
Business Model Critique — shown in full, every time
Upgrade unlocksSolutions, Balance Sheet, 5+ ratios at Tier 2 — Cash Flow, Notes, 30+ ratios & hands-on structuring at Tier 3

We redact client findings in every sample because your numbers are yours alone. The Business Model Critique is shown in full so you can see exactly how deep the thinking goes before you commit.

View the sample report
How it works

From purchase to report, in four simple steps

1

Submit your P&L

After checkout, you'll receive a simple form to upload your most recent 12 months of Profit & Loss statement.

2

We review it like a lender would

Your analyst reads the file the way a credit committee will — looking for the same red flags and ratios a bank checks.

3

You receive your report

A written report lands in your inbox within 5 business days, covering the business model critique, red flags, and ratios.

4

Decide your next move

Apply with confidence, fix the issues first, or go deeper with a Partial or Full Deep Dive Review if more is at stake.

Is this the right tier?

Who the Basic Review is built for

This is for you if —

  • You've been rejected once and want to know why before applying again
  • You haven't applied yet and want a fast sanity check first
  • Your main question is about the P&L specifically, not the whole financial picture
  • You want a quick, affordable first read before committing to anything bigger

Consider a deeper tier if —

  • You also need your Balance Sheet, Cash Flow, or Notes reviewed
  • You want solutions and recommendations, not just a diagnosis
  • You want help with loan structuring, sizing, or hands-on support through submission

Compare all 3 tiers →

Before We Accept Any Engagement

We do not accept every engagement. We only take cases where we believe we can add value.

Every review requires real analyst time. If we do not believe we can help you improve lender readiness, understand your rejection risk, or strengthen your funding story, we would rather tell you before you spend a dollar.

We look for

  • Business owners serious about obtaining financing
  • Companies willing to improve their financial story
  • Situations where lender delay, rejection, or downsizing has real cost
  • Owners who value direct credit-side feedback

We usually decline

  • Clients looking for guaranteed approvals
  • Businesses unwilling to provide complete information
  • Owners who only want confirmation they are already perfect
  • Situations where our work would not justify your investment

Why we are selective

Our work is not about selling reports. It is about identifying what may stop a lender from saying yes. Sometimes the most valuable answer is: fix this first, do not submit yet, or restructure the request before approaching the bank.

Start The Assessment

Answer the 7 questions we use to assess mutual fit.

Your answers help us understand whether your situation is suitable for Basic Review, Partial Review, Full Deep Dive, Fractional Credit CFO, or no engagement yet.

We do not recommend a package until we understand the funding problem, the cost of not solving it, what you have already tried, and what may stop you from moving forward.

Business details

The 7 questions

Start with reality: who you spoke to, what was submitted, what the bank said, and where things stand today.
Documents, cash flow, loan amount, collateral, DSCR, tax returns, projections, lender appetite, or something else.
This helps us understand whether the review is economically justified.
This is important. If you have already tried the obvious fixes, the issue may be deeper than documentation.
Tell us what success means: approval, larger amount, better terms, acquisition close, expansion, refinance, or clarity.
Business partner, spouse, CFO, accountant, board, broker, investors, or only you.
Price, timing, partner approval, trust, confidentiality, not convinced, already have a broker, or unsure this helps.
This tells us what is really sitting in your mind.

Submitting this form does not create an engagement. We will review your answers and recommend the appropriate next step if we believe there is a mutual fit.

Active Professionals. Private Identities.

Real analysts, not generic consultants.

The analysts behind our work continue to operate within credit, finance, banking, and institutional-style analysis environments.

Because of ongoing professional obligations and confidentiality requirements, we do not publicly disclose individual identities.

You are paying for current credit-thinking — not retired theory.

What you get instead of public bios

  • Reports written using real credit-analysis logic
  • Direct explanation of likely lender concerns
  • Independent view, not broker-driven optimism
  • Practical recommendations based on lender-readiness
  • A private second opinion before your bank sees the file
Is This Right For You?

We qualify each other before any engagement begins.

Yes, if...

  • Your loan matters
  • You are prepared to provide real financial information
  • You would rather discover problems before the bank does
  • You value honest answers over false reassurance
  • You are willing to improve the file before submission

Probably not, if...

  • You want someone to guarantee approval
  • You only want the cheapest possible report
  • You are unwilling to change the application
  • You do not want to share complete financials
  • You only want someone to say your file is already perfect

If your loan matters, diagnosis comes before the pitch.

Start with the seven-question fit assessment. If we believe we can help, we will recommend the right review. If not, we will tell you directly.

Start fit assessment
Common questions

Basic Review — frequently asked questions

What do I need to submit?

Just your business's Profit & Loss statement, ideally covering the most recent 12 months. We'll send a simple upload form after checkout.

How long does it take?

Your written report is delivered within 5 business days of us receiving your P&L.

Is my information kept confidential?

Yes. Your financials are reviewed only by your assigned analyst and are not shared with any lender, broker, or third party.

Does this guarantee my loan will be approved?

No. This is an independent diagnostic review, not a guarantee of any lending outcome. It's designed to show you the likely issues before a lender does.

Can I upgrade to a deeper review later?

Yes. If you upgrade to the Partial Review or Full Deep Dive Review within 60 days, the $997 you paid is credited in full toward your new engagement.

Get a clear answer on your P&L — in 5 business days.

$997 one-time engagement
Compare all 3 tiers

Creditmirror provides independent credit-readiness analysis for informational and planning purposes only. We are not a lender, loan broker, accountant, auditor, attorney, or licensed financial adviser, and this review does not guarantee any lending outcome.