Credit Evaluation School - May 2023
Internal Use Only
Types of Writeups • Agencies have different formats for loan writeups • May vary depending on the examination • Full: detail of the credit relationship & 6 Ps • Abbreviated: summary (usually one paragraph) • Bullet points: highlight each area
Internal Use Only
Contents of a Writeup All write-ups should include the following: • Identification of Borrower • Description of Debt • Description of Collateral • Borrower’s Financial Status • Classification • Management’s comments, plan, and/or prospects
Pge 3
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