Congratulations on purchasing this tool for senior lending management. This Checklist will allow you to make good decisions on required documentation (I provide suggestions) and communicate them out to your team.
Next steps:
- • Download the file
- • Review our recommendations for guidelines and compare to your existing guidelines
- • Contact me for a consultation if you have questions on our recommendations
- • Make the changes to the documentation required
- • Make changes to the narrative accompanying each income type
- • Add additional worksheets for other important guidelines you want to document and distribute
- • Password protect and distribute to all lending staff
- • Include with documentation provided to regulators during examinations
Questions? Call 360-455-1569 for a complimentary consult of up to one hour on your guidelines.
