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Business Loan Assistance (for Loan Guarantee & BDC Co-Lending) Template

Download your free Business Loan Assistance (for Loan Guarantee & BDC Co-Lending) template to personalize and use in your bookkeeping or accounting firm.

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Download Business Loan Assistance (for Loan Guarantee & BDC Co-Lending) Template

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A preview of the templateBusiness loan assistance (for Loan Guarantee and BDC Co-Lending Programs; COVID-19) (Canada)Prep2 AutomatorsPrep / assemble the necessary details to complete the initial loan application (and schedule client meeting)CompletedBSchedule the business loan submission meeting with the client (or send them the loan details via client request)CompletedUAdvise2 AutomatorsComplete the business loan prep / submission assistance meeting with the clientCompletedSCLIENT TASKSRequest assistance for business loan supporting documentation 1 Automator

About this template

A best practice checklist for Canada's Business loan assistance (for Loan Guarantee & BDC Co-Lending) process.

This template is part of the Karbon COVID-19 Rapid Response Kit.

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Karbon Practice Management

A preview of the templateBusiness loan assistance (for Loan Guarantee and BDC Co-Lending Programs; COVID-19) (Canada)Prep2 AutomatorsPrep / assemble the necessary details to complete the initial loan application (and schedule client meeting)CompletedNSchedule the business loan submission meeting with the client (or send them the loan details via client request)CompletedVAdvise2 AutomatorsComplete the business loan prep / submission assistance meeting with the clientCompletedZCLIENT TASKSRequest assistance for business loan supporting documentation 1 Automator

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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