Online Templates for Underwriter

Looking for free Underwriter templates to use in your day-to-day work? We’ve provided thousands of free & paid templates to big & small businesses looking to streamline their workflow with powerful, custom templates. See some example Finance templates that we can make below or get in touch with your own template request.

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Underwriter Templates

Are you in the Underwriter role and looking for Finance template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Finance, you’re in the right place. We build powerful online templates for Underwriters like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Finance templates created, get in touch to discuss.

Underwriter Template Examples

Template Name: Loan Application Template
Description: This template is used to gather all the necessary information from borrowers applying for a loan. It includes sections for personal details, employment history, financial information, and collateral details. The template ensures that all required information is collected consistently for each loan application.
Basic Layout: The template starts with a header containing the borrower’s name and contact information. It then proceeds with various sections, such as personal details (name, address, social security number), employment history (current and previous employers, income details), financial information (assets, liabilities, credit history), and collateral details (property information, insurance details).

Template Name: Risk Assessment Template
Description: This template is used to assess the risk associated with each loan application. It includes sections to evaluate the borrower’s creditworthiness, income stability, and collateral value. The template helps underwriters determine the level of risk involved in approving the loan.
Basic Layout: The template begins with a summary section, followed by sections to evaluate creditworthiness (credit score, payment history), income stability (employment history, debt-to-income ratio), and collateral value (property appraisal, insurance coverage). Each section includes a scoring system or rating scale to assess the level of risk.

Template Name: Loan Approval Template
Description: This template is used to document the underwriter’s decision on loan applications. It includes sections to record the approval or denial of the loan, along with any conditions or stipulations. The template ensures clear communication of the underwriter’s decision to all relevant parties.
Basic Layout: The template starts with a header containing the borrower’s name and loan details. It then includes sections to record the underwriter’s decision (approved, denied) and any conditions or stipulations (e.g., additional documentation required, changes to loan terms). The template also provides space for the underwriter’s comments or explanations.

Template Name: Loan Denial Template
Description: This template is used to notify borrowers when their loan application has been denied. It includes sections to explain the reasons for denial and any alternative options or suggestions. The template ensures consistent and professional communication of the denial decision.
Basic Layout: The template begins with a header containing the borrower’s name and contact information. It then includes sections to explain the reasons for denial (e.g., insufficient credit history, high debt-to-income ratio) and any alternative options or suggestions (e.g., improving credit score, seeking a co-signer). The template concludes with a polite closing and contact information for further inquiries.

Template Name: Loan Conditions Template
Description: This template is used to outline the specific conditions or requirements that must be met for a loan to be approved. It includes sections to detail any additional documentation, changes to loan terms, or other stipulations. The template ensures clear communication of the underwriter’s expectations to the borrower.
Basic Layout: The template starts with a header containing the borrower’s name and loan details. It then includes sections to outline the specific conditions or requirements (e.g., proof of income, updated appraisal, revised interest rate). Each condition is clearly stated, and space is provided for the borrower to acknowledge and agree to the conditions.

Template Name: Loan Modification Template
Description: This template is used when modifying an existing loan agreement. It includes sections to document the requested modifications, the underwriter’s decision, and any resulting changes to loan terms. The template ensures proper documentation and communication of loan modifications.
Basic Layout: The template begins with a header containing the borrower’s name and loan details. It then includes sections to document the requested modifications (e.g., lower interest rate, extended repayment period), the underwriter’s decision (approved, denied), and any resulting changes to loan terms. The template also provides space for the underwriter’s comments or explanations.

Template Name: Loan Closing Template
Description: This template is used to finalize the loan approval process and prepare for loan disbursement. It includes sections to confirm the borrower’s acceptance of loan terms, outline the disbursement process, and provide instructions for closing procedures. The template ensures a smooth and organized loan closing process.
Basic Layout: The template starts with a header containing the borrower’s name and loan details. It then includes sections to confirm the borrower’s acceptance of loan terms, outline the disbursement process (e.g., wire transfer, check), and provide instructions for closing procedures (e.g., required documents, appointment scheduling). The template concludes with a polite closing and contact information for further inquiries