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APPLICATION ASSISTANCE

WE ASSIST WITH THE COMPLETION
OF THE FOLLOWING APPLICATIONS
  • Owner Occupied and Investment Commercial Real Estate

  • SBA 504

  • SBA 7a

  • SBA Express

  • SBA Veteran's Loans

  • Business Acquisition

  • Equipment Financing

  • Working Capital Line of Credit

  • Letters of Credit

  • Start Up Capital

  • Economic Development and
    Non-Profit Grants

  • Investor Requests

Get everything you need to make a great first impression. Our services include an underwriting, grant or investor ready package.

PRODUCT & SERVICE LIST

SBA APPLICATION ASSISTANCE
WITH CONSULTING

Prices vary based on complexity of request and estimated labor.

Services below are included in the consulting package.

UNDERSTANDING ELIGIBILITY

Do you meet the minimum requirements to be considered for SBA financing?

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UNDERSTANDING THE OPTIONS

There are several SBA programs.  Which one is right for you?

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TELLING YOUR STORY IN WORDS & NUMBERS

SBA applications usually require a business plan and depending on the age of the borrowing entity, may also require financial projections. We can help you share your story in the most effective format. We also partner with top Business Plan Writers and Accountants for clients that have a tight time line and need a quick turn around.

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IDENTIFYING A LENDING INSTITUTION

We use our extensive network to pair you with an SBA lender that's interested in your request.

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THE PAPERWORK AND CHECKLIST

Get all the right information in the correct places.  We help you to avoid costly delays by making sure all your SBA related forms are completed accurately. We assist with the creation of financial projections and other required documents.

BUSINESS & PERSONAL CREDIT ENHANCEMENT CONSULTING

Credit Scores can play a major role in the loan decision.

Put your best foot forward.

PERSONAL CREDIT ENHANCEMENT CONSULTATION

Review your personal credit history. Learn what is impacting your

score and how to improve your credit rating.

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BUSINESS CREDIT BUILDER

Establishing credit can be challenging for a brand-new business. Use a

guided process to build incremental credit before you have a large borrowing need.

CONVENTIONAL BUSINESS LOAN APPLICATION ASSISTANCE
WITH OR WITHOUT CONSULTING

Do you already have a relationship with a lender? That's great! Contact us when your banker sends you that long checklist and all the forms for an application. We will assist in the completion of all the application related forms. Forms are priced a la cart or as a package and can be done with or without loan consultation services.

You're welcome!

APPLICATION ASSISTANCE WITHOUT CONSULTING

We will complete all application related forms from information provided by the borrower and return a loan package for your review and signature. Most Packages include:

  • Lender's Credit Application

  • Business Debt Schedule

  • Personal Financial Statement

  • Form 4506t or Other Tax Transcript Request Forms

  • Tax Payer's Consent Form

  • Real Estate and Environmental Questionnaires

APPLICATION ASSISTANCE WITH CONSULTING

Includes all of the application forms listed above, and:

  • Review of Business and Personal Credit Criteria

  • Educational Information Related to the Loan Process

    • A Prepared and Educated Borrower Usually Gets Better Results

  • Review of Banker Recommended Product
    (if applicable)

  • A Quick Cashflow Review

  • Assistance with Business Plan or Projections

  • Help Finding an Interested Lender
    (if needed)

  • Connection/Introduction to Trusted Partners and Vendors

  • Review of Pre-Approval Term Sheet

    • Feel Confident You’re Getting the Best Available Rate, Term and Fee Structure

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