Key Takeaways
- Define the asset, objective, scope, and decision timeline before outreach.
- Keep data, documentation, ownership, servicing, and material exceptions connected.
- Compare complete economics and execution terms rather than a headline number alone.
- Document responsibilities, transfer controls, and the next review step.
Prepare four areas of evidence
| Area | Information to assemble |
|---|---|
| Provenance | Original creditor or secondary acquisition, ownership chain, asset class, and authority |
| Underwriting and performance | Origination standards, charge-off policy, and credit-reporting practices where applicable |
| Servicing and collections | Internal efforts, external placements, litigation, settlements, and pool-selection method |
| Documents and restrictions | Balance composition, document availability and cost, status checks, known issues, and resale restrictions |
Scroll horizontally to read the full table.
Be precise about unknowns
State when a field is not applicable, has not been reviewed, is pending confirmation, or cannot currently be supported. For percentages, define both the numerator and denominator. For example, “contracts available for 85% of eligible accounts as of the cutoff” is more useful than “85% media.”
Use the preparation worksheet
Enter aggregate process descriptions only. Do not include names, Social Security numbers, patient details, account files, or other borrower-level information. The download is generated in your browser; entries are not sent to Fitzgerald Advisors by this worksheet and are not saved by the worksheet after the page is closed.
Use the contact section to request a discussion. Agree confidentiality, recipients, and a secure transfer method before sharing the completed summary or supporting records.
Seller preparation worksheet
Prepare aggregate answers across the four review areas. Download a text summary for your own review. Do not enter borrower-level sensitive information.
The worksheet generates a local text file and does not submit answers or save them to browser storage. Arrange confidentiality and secure transfer before sharing. The contact section below is a separate inquiry route.
This page provides general information for institutional and commercial readers. It is not legal, tax, accounting, investment, or transaction-specific advice. Requirements and outcomes depend on the assets, parties, jurisdictions, and agreements. Obtain appropriate professional advice for a proposed transaction.