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

Business Loan Assistance (Hands-On) COVID-19

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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) COVID-19' templateBusiness Loan Assistance (Hands-On) COVID-19Prep2 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, suitable for all regions, for providing Business Loan Assistance (Hands-On) during COVID-19.

This template is part of the Karbon COVID-19 Rapid Response Kit, a set of free resources to help your firm and your clients during this period. It will enable you to work with as many of your clients as possible to help them survive this period.

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Download your Business Loan Assistance (Hands-On) COVID-19 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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