Borrower Information
Loan Request
Total Commitment
Source of Repayment
Related Entities
Policy Exceptions
Relationship Summary
Officer Signatures
Financial Covenants
Reporting Covenants
Documentation Requirements
Additional Guarantors
Conditions Precedent
Modifications/Approval Conditions
Line Usage
Policy Waivers
Business Description/Industry Risk
Management/Ownership/Management Succession
Financial Analysis
Credit Bureau Report
Detailed Aggregate Loans and Deposits

This form template is also included in the purchase price of the Commercial Loan Policy Template.

This form template (approximately 8 pages in Arial Font Size 8 text) is available to purchase from in Microsoft® Word format for a flat fee of $25.00.

Mix and Match Volume Pricing

Would you like to mix and match multiple policies, procedures or job descriptions and receive a special volume discount? Click here to see how much you can save.

Ordering Instructions

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Additional information