Business Loan Assistance (Hands Off) icon

Business Loan Assistance (Hands Off)

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Download your free Business Loan Assistance (Hands Off) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Loan Assistance (Hands Off)' templateBusiness Loan Assistance (Hands Off)Prep3 AutomatorsPrep / assemble the necessary details for the client to complete the business loan applicationCompletedUpload the supplemental materials to the task below and send the client task to the client to complete the loan applicationCompletedCLIENT TASKSAssistance to complete your business loan application4 AutomatorsComplete your initial business loan application using the steps outlined (see description)CompletedUpon receipt of loan approval, review, sign and return the loan documentation. Mark this task complete when done.CompletedFollow-up

This generic template is designed to help your clients complete the business loan process with minimal assistance.

Customize this template with the relevant links to the loan application process, background information and other details.