GrowthWheel with Loan Applications
Find out how GrowthWheel can be used to help your client obtain a business loan and get them prepared for the process
Take a sneak-peek at one of our monthly OnTrack Webinars. This presentation gives an overview of how to review your clients’ lending needs and to best help them by knowing where you can assist and where not. To support and plan the process of applying for the loan, GrowthWheel can be used in four different ways.
In many cases, your client’s ability to obtain a business loan could be what makes or breaks your business's future. This webinar scopes in on how to help your client get the funds for what is maybe a once-in-a-lifetime business opportunity that you know will pay off in the long-run.
See the outline of the webinar below.
OnTrack Webinar Content
GrowthWheel for the loan application
Four ways GrowthWheel can support
1. 360° Screening
2. 30-60-90 Days Plan
3. Five financial decision sheets
4. Business Profile
Add all the information you need for
The clients can create the profile
Plan the process
Help the client create an action plan
Ask burning questions
Share your experience
Reviewing Clients Lending Needs
Three questions for clients
1. Why does the business need a loan?
2. How much can the business afford?
3. When do you need the money?
How to best help the client
Financial issues a business advisor may not be able to change
1. Credit score
Financial issues where the business advisor can assist
1. Ownership structure
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Watch this OnTrack Webinar on-demand
Can’t make it for our live webinar? Register below to view our OnTrack Webinar immediately. You will receive a unique link to access our webinar; so you can watch the video whenever you would like.