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.
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