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.

Download your free copy of our loan servicing checklist.

Checklist Download (.pdf)


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I really like the format! It is very clear and easy to follow. Can you teach our lawyers to write so clearly? I wonder sometimes if they are being paid by the word."

Brian Sturtz, Former Director of International Tax & Transfer Pricing at Walmart

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