Due Diligence and Ongoing Monitoring

 View Only
  • 1.  Risk Based Due Diligence

    This message was posted by a user wishing to remain anonymous
    Posted 02-20-2025 12:11 PM
    This message was posted by a user wishing to remain anonymous

    Is anyone willing to share their list of risk-based due diligence documents they request from their third parties?  I am building one from scratch and struggling.



  • 2.  RE: Risk Based Due Diligence

    This message was posted by a user wishing to remain anonymous
    Posted 21 days ago
    This message was posted by a user wishing to remain anonymous

    Sill looking to see if anyone is willing to share their listing of risk based due diligence list and potentially a risk based questionnaire?




  • 3.  RE: Risk Based Due Diligence

    Posted 21 days ago

    Hello,

    Yes, I would be willing to share our risk-based due diligence requirements.  It would probably be best to have a call to discuss the risk criteria and the due diligence requirements.  Please feel free to reach out to me at aconway@travelers.com.

    Thank you,

    Alina




  • 4.  RE: Risk Based Due Diligence

    Posted 21 days ago

    I would be happy to share some of the tools we use. Please feel free to reach out to me at mwilson@goldenoaklending.com. Thank you!