Loan review template 2026

1. Click ‘Get Form’ to open the loan review template in the editor.
2. Begin by entering the date at the top of the form, followed by the borrower's name and customer loan number. Ensure accuracy as this information is crucial for identification.
3. Fill in details about guarantors and collateral. This section helps assess additional security for the loan.
4. Complete the financial information section for both borrower and guarantors, including liquid assets, net worth, and annual income. This data is essential for evaluating financial stability.
5. In the project information section, provide appraised value, LTV ratios, and occupancy rates. This helps in understanding the project's viability.
6. Review documentation requirements by marking compliance items as 'in file', 'requested', or 'not applicable'. This ensures all necessary documents are accounted for.
7. Finally, complete any construction loan specifics if applicable, detailing funding allocations and project costs.

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