Worksheet

Borrower file checklist

A one-page sheet for each borrower listing the limit, tenor, pricing, conditions with dates, security with values, drawings to date and the group it belongs to. Fill it for your ten largest borrowers. The blanks show what your records do not yet hold.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “How to Track Limits and Drawdowns for a Business Lender”, www.gullysystem.com/blog/how-to-track-limits-and-drawdowns-for-a-business-lender