Collateral Checklist - Consumer Real Estate Loans

Use this document as a detailed checklist to ensure all required collateral documents related to consumer real estate loans are complete, accurate, and properly organized.

The checklist is intended to support efficient document management by reducing errors, improving consistency, and ensuring all key items, such as deeds of trust, mortgages, title policies, and property insurance, are accounted for at your institution. Each step helps verify that documents are scanned, indexed, and linked to the appropriate consumer loan file.

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