Commercial Loan Presentation Form
This Commercial Loan Presentation Form is to provide bank, credit union, fintech company, or other type of financial institution loan officers with a commercial loan presentation to submit to management for loan approval.
Table of Contents
- Borrower Information
- Loan Request
- Total Commitment
- Collateral
- Source of Repayment
- Guarantors
- Related Entities
- Policy Exceptions
- Relationship Summary
- Officer Signatures
- Financial Covenants
- Reporting Covenants
- Documentation Requirements
- Additional Guarantors
- Conditions Precedent
- Modifications/Approval Conditions
- Purpose
- Line Usage
- Policy Waivers
- Business Description/Industry Risk
- Management/Ownership/Management Succession
- Financial Analysis
- Credit Bureau Report
- Detailed Aggregate Loans and Deposits
This form for a Commercial Loan Presentation (approximately 8 pages) is available to purchase from BankPolicies.com in Microsoft® Word format.
This template is also included in the purchase price of the Commercial Loan Policy.
Fully Customizable
Our bank forms are fully customizable and can be modified to suit the unique needs of your organization. Once you’ve placed your order with us, you can download the Microsoft® Word template files or access them from your account. Simply save the files to your computer or network drive, edit the documents, and print. The process is fast and easy!
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