We can Reconfigure our Forms as an Exact Match to Your Underwriting Templates and Instructions

The form templates below can be customized as an exact match to your underwriting templates and instructions. As part of the customization, we can make the following changes to the forms: change the name of the forms and the order of appearance of the forms in the form list. We can also make the following changes to the cells: change the names of cells and cell formulas, add cells, delete cells and change the location and format of the cells. We can also create customized forms or specialized lending forms as needed for additional analyses.

The actual forms are organized within each Loan Approval from left to right in separate tabs in a “Clothes on a line” format; giving you a side by side view of the Loan Approval to easily navigate between form sections. You can select a form into each form tab to organize the layout of your Loan Approval. You can rearrange the order of the form tabs to suit your Loan Approval. Dollar Amount cells include an in-built PEMDAS calculation feature. You can add new data entries with the use of our dynamic cell creation for non-routine data.

"OCC Hosts Dallas Workshop for National Community Bank Board Directors, Bank Management" 26 May 2022 10:00:00 -0400 - The Office of the Comptroller of the Currency (OCC) will host a workshop in Dallas for directors, senior management team members, and other key executives of national community banks and federal savings associations, June 28-29. - Source: Office of the Comptroller of the Currency ||||||||||||||

"OCC Issues Third and Fourth Quarter 2022 CRA Evaluation Schedule" 25 May 2022 11:00:00 -0400 - The Office of the Comptroller of the Currency (OCC) today released its schedule of Community Reinvestment Act (CRA) evaluations to be conducted in the third and fourth quarters of 2022. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Acting Comptroller Discusses Vulnerabilities, Volatility with Cryptocurrency" 24 May 2022 16:45:00 -0400 - Acting Comptroller of the Currency Michael J. Hsu today discussed vulnerabilities in the cryptocurrency framework and recent volatility with stablecoins in remarks at the DC Blockchain Summit 2022. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Acting Comptroller of the Currency Presents Bank Charter to Minority Depository Institution" 23 May 2022 16:30:00 -0400 - Acting Comptroller of the Currency Michael J. Hsu today presented a full-service community national bank charter to Agility Bank, N.A. in Houston. - Source: Office of the Comptroller of the Currency ||||||||||||||

"OCC Enforcement Actions and Terminations" 19 May 2022 11:00:00 -0400 - The Office of the Comptroller of the Currency (OCC) today released new enforcement actions taken against national banks, federal savings associations, and individuals currently and formerly affiliated with national banks and federal savings associations. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Acting Comptroller Issues Statement on Passing of John W. Ryan, President and CEO of the Conference of State Bank Supervisors" 18 May 2022 07:22:37 -0400 - Acting Comptroller of the Currency Michael J. Hsu issued the following statement on the passing of John W. Ryan, President and CEO of the Conference of State Bank Supervisors (CSBS). - Source: Office of the Comptroller of the Currency ||||||||||||||

"Agencies Announce Public Meeting on the Proposed Acquisition by The Toronto-Dominion Bank of First Horizon Corporation; Public Comment Period Extended" 17 May 2022 16:30:10 -0400 - The Federal Reserve Board (Board) and the Office of the Comptroller of the Currency (OCC) today announced a joint public meeting on the proposal by The Toronto-Dominion Bank, Toronto, Ontario, Canada, to acquire First Horizon Corporation, Memphis, Tennessee. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Agencies Announce Public Meeting on Proposed Bank of Montreal Acquisition of BancWest Holding Inc. and Bank of the West; Public Comment Period Extended" 17 May 2022 16:30:00 -0400 - The Federal Reserve Board (Board) and the Office of the Comptroller of the Currency (OCC) today announced a joint public meeting on the proposal by Bank of Montreal, Montreal, Canada, and BMO Harris Bank National Association, Chicago, Illinois, to acquire BancWest Holding Inc. and Bank of the West, both of San Francisco, California. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Acting Comptroller Discusses Risk Management" 17 May 2022 13:00:00 -0400 - Acting Comptroller of the Currency Michael J. Hsu today discussed the importance of risk management in remarks at Bloomberg Risk & Regulation Week 2022. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Acting Comptroller Issues Statement on Misuse of FDIC Name, Logo" 17 May 2022 10:00:00 -0400 - Acting Comptroller of the Currency Michael J. Hsu issued the following statement at today's Federal Deposit Insurance Corporation (FDIC) board meeting regarding the final rule on false advertising, misrepresentation of insured status and misuse of the FDIC's name or logo. - Source: Office of the Comptroller of the Currency ||||||||||||||

"Minutes of the Federal Open Market Committee, May 3-4, 2022" Wed, 25 May 2022 18:00:00 GMT - Minutes of the Federal Open Market Committee, May 3-4, 2022 - Source: ||||||||||||||

"Federal Reserve Board announces approval of application by Alerus Financial Corporation" Tue, 24 May 2022 19:30:00 GMT - Federal Reserve Board announces approval of application by Alerus Financial Corporation - Source: ||||||||||||||

"Federal Reserve Board announces approval of application by MidWestOne Financial Group, Inc." Mon, 23 May 2022 21:00:00 GMT - Federal Reserve Board announces approval of application by MidWestOne Financial Group, Inc. - Source: ||||||||||||||

"Jerome H. Powell sworn in for second term as Chair of the Board of Governors of the Federal Reserve System" Mon, 23 May 2022 19:45:00 GMT - Jerome H. Powell sworn in for second term as Chair of the Board of Governors of the Federal Reserve System - Source: ||||||||||||||

"Lael Brainard sworn in as Vice Chair of the Board of Governors of the Federal Reserve System" Mon, 23 May 2022 19:45:00 GMT - Lael Brainard sworn in as Vice Chair of the Board of Governors of the Federal Reserve System - Source: ||||||||||||||

"Philip N. Jefferson sworn in as a member of the Board of Governors of the Federal Reserve System" Mon, 23 May 2022 19:45:00 GMT - Philip N. Jefferson sworn in as a member of the Board of Governors of the Federal Reserve System - Source: ||||||||||||||

"Lisa D. Cook sworn in as a member of the Board of Governors of the Federal Reserve System" Mon, 23 May 2022 19:45:00 GMT - Lisa D. Cook sworn in as a member of the Board of Governors of the Federal Reserve System - Source: ||||||||||||||

"Federal Reserve Board issues Economic Well-Being of U.S. Households in 2021 report" Mon, 23 May 2022 14:30:00 GMT - Federal Reserve Board issues Economic Well-Being of U.S. Households in 2021 report - Source: ||||||||||||||

"Federal Reserve Board finalizes rule that governs funds transfers over the Federal Reserve Banks' FedNow Service" Thu, 19 May 2022 18:00:00 GMT - Federal Reserve Board finalizes rule that governs funds transfers over the Federal Reserve Banks' FedNow Service - Source: ||||||||||||||

"Agencies announce public meeting on proposed acquisition by The Toronto-Dominion Bank of First Horizon Corporation; public comment period extended" Tue, 17 May 2022 20:30:00 GMT - Agencies announce public meeting on proposed acquisition by The Toronto-Dominion Bank of First Horizon Corporation; public comment period extended - Source: ||||||||||||||

"Agencies announce public meeting on proposed Bank of Montreal acquisition of BancWest Holding Inc. and Bank of the West; public comment period extended" Tue, 17 May 2022 20:30:00 GMT - Agencies announce public meeting on proposed Bank of Montreal acquisition of BancWest Holding Inc. and Bank of the West; public comment period extended - Source: ||||||||||||||

"Federal Reserve Board announces approval of application by Texas State Bankshares, Inc. and approval of applications by Texas Regional Bank" Fri, 13 May 2022 18:00:00 GMT - Federal Reserve Board announces approval of application by Texas State Bankshares, Inc. and approval of applications by Texas Regional Bank - Source: ||||||||||||||

"Federal Reserve Board issues enforcement action with former employee of Deutsche Bank AG New York Branch" Thu, 12 May 2022 15:00:00 GMT - Federal Reserve Board issues enforcement action with former employee of Deutsche Bank AG New York Branch - Source: ||||||||||||||

"Agencies release revised interagency questions and answers regarding flood insurance" Wed, 11 May 2022 20:00:00 GMT - Agencies release revised interagency questions and answers regarding flood insurance - Source: ||||||||||||||

"Agencies issue joint proposal to strengthen and modernize Community Reinvestment Act Regulations" Thu, 5 May 2022 15:00:00 GMT - Agencies issue joint proposal to strengthen and modernize Community Reinvestment Act Regulations - Source: ||||||||||||||

"Federal Reserve Board issues enforcement action with former employee of Synovus Bank" Thu, 5 May 2022 15:00:00 GMT - Federal Reserve Board issues enforcement action with former employee of Synovus Bank - Source: ||||||||||||||

"Federal Reserve issues FOMC statement" Wed, 4 May 2022 18:00:00 GMT - Federal Reserve issues FOMC statement - Source: ||||||||||||||

"Plans for Reducing the Size of the Federal Reserve's Balance Sheet" Wed, 4 May 2022 18:00:00 GMT - Plans for Reducing the Size of the Federal Reserve's Balance Sheet - Source: ||||||||||||||

"Federal Reserve Board announces approval of application by First Internet Bancorp" Fri, 29 Apr 2022 19:00:00 GMT - Federal Reserve Board announces approval of application by First Internet Bancorp - Source: ||||||||||||||

"Minutes of the Board's discount rate meetings from February 14 through March 16, 2022" Tue, 12 Apr 2022 18:00:00 GMT - Minutes of the Board's discount rate meetings from February 14 through March 16, 2022 - Source: ||||||||||||||