Credit Evaluation School - May 2023

Internal Use Only

Overview • Ability to collect on a loan can depend on the accuracy & completeness of the loan documents. • Ability to understand the purpose & effect of each loan document is crucial.

Internal Use Only

Questions to Ask • What are the appropriate documents? • Are the documents properly executed? • Have they been properly filed?

• Are there any pertinent documents omitted? • Have the authorized signer(s) correctly signed?