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Lending Institutions: How to Serve Your Loan Applicants

SBTDC provides a valuable service to financial institutions by helping their clients and potential clients prepare for the loan application process. This service is particularly valuable for early-stage businesses.

In addition, SBTDC works with later-stage bank clients that are having difficulty making loan payments or seeking additional financing.

  • Help the client prepared a well thought out, organized business plan that demonstrates the business's ability to repay the loan.
  • Determine if a loan is really what they need is it a temporary solution.
  • Educate them about the C's of credit why lenders do what they do.
  • Prepare them for their loan proposal presentation.
  • Help them determine cash needs.
  • Assist clients in finding alternative funding sources if your bank cannot extend credit.

Our promise to you: once we've worked with your referral client, we will send them back to your bank. If you decline to make a loan, we'll then work with client to find financing elsewhere.

Education programs

Talk to us about how the SBTDC at UNCW can partner with you to offer education programs to your customers.