Collateral Examination Resource Center

Borrower Resources

INTRODUCTION VIDEO: Borrower's planning for an upcoming examination are encouraged you to watch our introductory video. This video provides an overview of the examination process, the objectives, their importance, and highlights how we are here to support you throughout the entire process.

GLOSSARY OF TERMS & REPORTS: Are you a borrower preparing for an upcoming examination? We recommend reviewing our Borrower's Glossary of Terms & Report Definitions. This resource provides clear definitions of the most commonly requested reports and key terms used throughout the process.

LOGON ACCOUNT ACCESS: Log into your account to upload reports and manage questions & answers. Our secure online systen streamlines the process of handling report uploads and managing supporting documents. This helps to ensure a smooth and organized experience for you, your examiner and your lender every step of the way.

Lender Resources

EXAMINATION UPDATES: Staying informed throughout the collateral examination process has never been easier. With our leading-edge technology and automation, we provide a streamlined, real-time system to manage every step of the process efficiently. Log in here to access up-to-date details on your examination(s) in progress!

INELIGIBLES DATABASE: Banks and lenders may access our comprehensive list of accounts receivable and inventory ineligible categories, complete with names, definitions, key considerations and industry specific applications of over 170 categories. Click here for in introduction to our ineligible categories, or here for accounts receivable ineligibles and here for inventory ineligible categories.

BORROWING BASE CERTIFICATE TEMPLATES Looking for a standard Borrowing Base Certificate? We offer a comprehensive excel workbook that will help you streamline the process of managing the monthly reporting of your borrowers collateral base. Our workbook includes exhaustive lists of ineligible categories linked to worksheets to help manage the processing of A/R and Inventory ineligibles. Let us know if you’d like a copy.