Bank / Lender / Collateral Inspection

Purpose: capture current collateral condition, occupancy indicators, and visible risk items for underwriting or servicing review.

1) Order & Borrower Information

2) Occupancy & Access Indicators

Occupied
Vacant
Unknown
Personal property present
Utilities appear on
Notice / posting observed
Exterior only
Interior completed
Limited access

3) Site Condition Overview

Category Condition Risk Level Inspector Notes
Roof / Exterior
Windows / Doors
Grounds / Site Safety
Interior Condition

4) Photos & Exceptions

5) Sign-Off