Worksheet

Vendor question checklist

Single sheet, four blocks. The blocks cover interest and schedules, reports, audit and security, and data export, with one question on each line and room for the vendor’s answer. A box shows whether the vendor demonstrated it on screen, and a last box records a build, buy or workaround decision.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Build or buy a loan management system: what to ask a vendor”, www.gullysystem.com/blog/build-or-buy-a-loan-management-system-what-to-ask-a-vendor