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Covenant Compliance Tracker Template

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Loan Servicing and Compliance

A loan covenant compliance tracker for monitoring DSCR, leverage, and reporting covenants against required thresholds each period.

This template tracks financial and reporting covenants from a loan agreement period over period, including minimum DSCR, maximum leverage ratio, minimum occupancy, and reporting deadlines. Each covenant row shows the required threshold, the actual calculated value, and a pass or fail status, with a notes column for cure period tracking and lender correspondence.

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