Business Loan Assistance (Hands On) icon

Business Loan Assistance (Hands On)


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

A preview of the 'Business Loan Assistance (Hands On)' templateBusiness Loan Assistance (Hands On)Prep2 AutomatorsPrep / assemble the necessary details to complete the initial loan application (and schedule client meeting)CompletedSchedule the business loan submission meeting with the client (or send them the loan details via client task)CompletedAdvise4 AutomatorsComplete the business loan prep / submission assistance meeting with the clientCompletedCLIENT TASKSRequest assistance for business loan supporting documentation5 Automators

This template is deseigned to give you a generic framework to use for your clients' business loan application process.

Use this template when your client requires coaching through the process.

You can customize this template by adding the necessary materials, background details and links to the loan application.

Download the Template

Download your Business Loan Assistance (Hands On) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Related Templates

Business Loan Assistance (Hands Off) icon
Business Loan Assistance (Hands-On) COVID-19 icon
Business Loan Assistance (Hands-Off) COVID-19 icon