The Loan Package Planner is a comprehensive system designed to help small business owners navigate the complex process of obtaining commercial loans. It serves as a step-by-step guide that streamlines the loan application and underwriting process, increasing the chances of loan approval. Created by Start.Pivot.Grow., a subsidiary of Integrality LLC, this planner helps level the playing field for small to midsize businesses seeking capital.
 
Key Benefits:
 
- Organized document collection system with dedicated pockets for storing required paperwork
- Step-by-step instructions for gathering and presenting financial information
- Templates and examples for required documentation
- Comprehensive checklists to ensure nothing is missed
- Professional formatting to present information to lenders effectively
- Guidance for presenting financial statements, tax returns, and business documentation
 
Value Points:
 
- Reduces stress and confusion in the loan application process
- Saves time by clearly outlining all requirements upfront
- Increases chances of loan approval through proper documentation
- Helps entrepreneurs present their business professionally to lenders
- Includes sections for all crucial elements: financial statements, business model, executive summary, collateral, and more
- Provides structure for organizing complex financial and business information