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Run: Preliminary Assessment of Loan Suitability Worksheet

A loan suitability worksheet for recording the preliminary not-unsuitable assessment, the information relied on, and any follow-up needed before a credit pro...

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Submission Notice

Borrower and Contact Details

Credit Product Assessed

Information Relied Upon

Suitability Assessment

Summarize the evidence and reasoning relied upon. Keep the entry factual and limited to the minimum necessary detail.

Retention and Attestation

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