Loan Servicing Checklist

This checklist is for originators and servicers of loan portfolios.

“As with any other commercial arrangement, it’s critical that the parties have a common understanding of the key terms. This checklist is designed to speed up the negotiation and documentation process, by focussing the parties’ attention on the issues that matter.”

We have prepared this checklist from an English law perspective. However, most of the terms will be equally relevant for the servicing of loan portfolios in other countries.

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We help loan portfolio investors and servicers put in place loan portfolio servicing agreements that are effective and sustainable.

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As well as creating resources on this site for our clients and subscribers, our team also contributes to other respected publications such as Lexis PSL, Tax Journal, Practical Law and AccountingWeb.

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