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Loan Processing Checklist


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Loan Processing Checklist Processing a small business loan is a complicated enough procedure that requires a lot of effort and time from the borrower, loan processor, and lender. Read this Loan Processing Checklist to make the procedure much easier. The checklist gives you general guidelines about how to process a business loan in 3 steps.

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Take Preliminary Steps.

  • Verify your income by providing a range of financial documents, including an annual wage statement, copies of pay stubs, a statement of tax returns, a statement of profits and losses
  • Verify your assets by listing your bank accounts and providing general information about your stocks, investments or savings bonds
  • Estimate and document the present market value of your assets
  • Verify your debts by submitting copies of your credit card bills, consumer debts, and alimony or child support
  • Determine the financial purpose of your business loan
  • Provide a purchase agreement or other contracts that prove the financial purpose of your request
  • Develop a business plan for your project
  • Select an authorized loan agent who will guide you through the loan processing procedure
  • Provide assets appraisal, credit verification and title insurance to your loan agent
  • Hire an experienced attorney who will provide you with legal support and advice

Participate in the Processing Procedure.

  • Fill in and submit a loan application form for review and verification
  • Get a report stating about the status of your application request
  • Expect that your agent (loan processor) may contact you to solve questions and issues if they arise
  • Request for the status of your assets appraisal
  • Communicate to the loan processor to find out whether your application has been submitted to underwriting for approval
  • Receive a notification from the loan processor about underwriting conditions
  • Discuss underwriting conditions with your lawyer
  • Determine when to lock in interest rate
  • Request the loan processor for verification of underwriting conditions
  • Receive loan documents from the loan processor for complete analysis and closing

Finalize the Loan.

  • Review closing loan documents with your attorney
  • Be sure the paperwork is well done
  • Request the loan processor for the status of final loan documents
  • Be notified of the positive decision from your creditor
  • Record and document all your.....

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