Collateral Checklist - Commercial Security Agreements (S/A) and Uniform Commercial Code (UCC) Filings

Use this document as a comprehensive checklist to ensure all required collateral documents for your Commercial Security Agreement (S/A) and UCC filings are properly completed and organized. It’s designed to simplify document tracking, minimize errors, and promote consistency across records. By following each step, you can confirm that critical items, such as security agreements, UCC financing statements, and collateral schedules, are accurately scanned, indexed, and linked to the correct customer or loan file. This supports regulatory compliance and keeps your documentation audit-ready.

To further streamline this workflow, explore how AccuAccount, Alogent’s ECM platform for commercial lending, can help automate the process.