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ALOS · BUSINESS FINANCING PREPARATION

Underwriting action log

Business: ____________________   Date: ______________   Prepared by: ____________________
Field and promptYour notes and evidence
Item and date: Exact question or condition received 
Stage: Assessment, proposed terms, funding or later reporting 
Evidence: File, period and supporting explanation 
Owner: Person responsible for the next action 
Due date: Confirmed deadline or date to clarify 
Status: Requested, sent, clarification needed or accepted 
Confirmation: What the lender has actually confirmed 

Print and complete this worksheet using current records. Label assumptions and unresolved questions. This is a preparation tool. It is not a lender application, approval or financing offer.