Commercial Loan Presentation Form - $50.00

Table of Contents

Borrower Information
Loan Request
Total Commitment
Source of Repayment
Related Entities
Policy Exceptions
Relationship Summary
Officer Signatures
Financial Covenants
Reporting Covenants
Documentation Requirements
Additional Guarantors
Conditions Precedent
Modifications/Approval Conditions
Line Usage
Policy Waivers
Business Description/Industry Risk
Management/Ownership/Management Succession
Financial Analysis
Credit Bureau Report
Detailed Aggregate Loans and Deposits

This form template is also included in the purchase price of the Commercial Loan Policy Template.

The purpose of this form is to provide financial institution loan officers with a commercial loan presentation to submit to management for loan approval.  This form template (approximately 8 pages) is available to purchase from in Microsoft® Word format for $50.00.

Sample Request

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