Due diligence often comes with a deadline — a lender, buyer or supplier wants to see a statement today. The fastest route is nearly always to get it yourself rather than wait for a request to be processed.
Producing one fast
- Download the latest statement from your portal. The most recent PDF is available immediately and shows the current position. See how to download your statement as a PDF.
- If they need a specific period, use a custom range. See a statement for a custom date range.
- If they need an exact payoff, request a settlement figure. A statement shows the balance; a settlement figure is the exact amount to clear us. See requesting a settlement figure.
Send it securely
Use the recipient's secure portal rather than open email. See how to share a statement securely and giving a lender a statement for refinancing.
Credicorp lends to companies rather than to you personally, so this is business finance outside the consumer-credit regime. That does not change the practical steps below.
Be ready before the request comes
The reason self-serve is fastest is that a recent statement is already sitting in your portal as a PDF — there is nothing to wait for. Keeping a habit of downloading each statement as it is issued means that when a lender, buyer or supplier asks at short notice, you are handing over a document in minutes rather than raising a request and waiting. For due diligence, having the last few statements and a year-end summary already filed turns a stressful ask into a non-event. See filing your statements for the year.
See also: How to download your statement as a PDF, Giving a lender a statement for refinancing, Proving your loan balance to a third party.