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

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

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

A preview of the 'Business Loan Assistance (for Loan Guarantee & BDC Co-Lending)' templateBusiness Loan Assistance (for Loan Guarantee & BDC Co-Lending)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

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.

Download the Template

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

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