To be considered for a loan 

Documents:

• Audited accounts for the last 1 to 3 years*
• A presentation of your institution
• External ratings or evaluations
• A list of board members and key managers with brief biographies
• A list of all shareholders, donors and creditors
• A business plan for the next three years
• All legal registration documents
• An internal audit report
  

Online reporting on BlueOrchard's database:

• Financial information for the last 1 to 3 years*
• Annual portfolio analysis for the last 1 to 3 years*
• Monthly portfolio analysis for the last two months
  

After the loan is disbursed

• Monthly data reporting (via online database)
• Bi-annual portfolio evaluation and financial information (online database)
• Annual update of audited accounts, rating and business plan

*: depends on fund source