Worksheet

Loan lifecycle record checklist

Five rows run from application and schedule through receipts and penalty to closure, one per stage of the loan, so nobody can skip a stage. Each row has three columns: the records to hold, the screen that shows them, and a tick for what the vendor demonstrated live during the demo.

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 “Loan management software: what a lender needs from day one”, www.gullysystem.com/blog/loan-management-software-what-a-lender-needs-from-day-one