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Business Finance Guarantee Scheme icon

Business Finance Guarantee Scheme

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Download your free Business Finance Guarantee Scheme template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Finance Guarantee Scheme' templateBusiness Finance Guarantee SchemePrep2 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 the New Zealand Government's COVID-19 Business Finance Guarantee Scheme process. This template is part of the Karbon COVID-19 Rapid Response Kit.

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  • .XLSX File
  • Process Map

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

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