> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deckr-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Building Your Package

> What banks require and how Deckr prepares it.

## What lenders expect

Commercial loan applications are evaluated on the quality and completeness of the borrower's package. Lenders expect:

* **Financial statements** — income statement, balance sheet, cash flow (2–3 years)
* **Tax returns** — business and personal (guarantors)
* **Debt schedule** — existing obligations and maturities
* **Management overview** — ownership structure, key personnel
* **Loan purpose** — specific use of proceeds with supporting rationale
* **Collateral** — description, valuation, lien position

## The borrower profile

The **Loan Request** tab collects structured fields that seed the agent pipeline:

* Business legal name, EIN, state of formation
* Industry classification (NAICS)
* Years in operation
* Requested loan amount, term, and purpose
* Use of proceeds (narrative)

## Document upload

Upload financial documents in the **Documents** tab. Deckr extracts text from PDFs and routes the data to SQL (structured financials), MongoDB (full-text), and Neo4j (entity relationships) automatically.

<Warning>Ensure financial statements are clearly legible PDFs. Scanned images with low resolution may produce incomplete extractions.</Warning>

## Clearing actions

Three distinct reset/clear actions are available:

| Action                  | Where                        | What it does                                  |
| ----------------------- | ---------------------------- | --------------------------------------------- |
| **Clear**               | Borrower form                | Clears the borrower profile fields only       |
| **Clear workspace**     | Workspace Explorer           | Removes all uploaded files from the workspace |
| **Reset Pipeline Data** | DevMode panel (`?devmode=1`) | Resets all pipeline state and outputs         |