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Business Loan (via SME Guarantee Scheme) icon

Business Loan (via SME Guarantee Scheme)

41 Downloads

Download your free Business Loan (via SME Guarantee Scheme) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Loan (via SME Guarantee Scheme)' templateBusiness Loan (via SME Guarantee Scheme)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 the Australian Government's COVID-19 Business Loan (via SME 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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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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