Worksheet

Weekly loan book review sheet

One page with demand against collection by collector, the five ageing buckets with counts and amounts, accounts that slipped a bucket this week, and promises to pay falling due. Fill it for last week from your current records, and every blank you cannot answer from the files is a gap in your monitoring.

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 Monitoring: Overdue Buckets, Field Collections and the Weekly Review”, www.gullysystem.com/blog/loan-monitoring-system-overdue-buckets-and-field-collections