Welcome SBA Lender

Let’s get your clients’ loans funded faster so you can get paid sooner.

When a client needs to include a business plan with their application…

Here’s a proven template they can use to complete and submit their business plan ASAP.

Easily refer your clients:

Just copy and edit this simple email you can forward to clients
who need business plans to support their SBA loan applications.
(Keep a copy handy in your email inbox to use over and over again.)

===== Email Template to Refer Clients =====

Hi [Client Name Here],

To complete your SBA loan application, we require a business plan.
To make this project as easy, fast, and as worthwhile as possible,
I urge you to take a look at the BizPlanBuilder® business planning system.

It includes a professionally scripted business plan template you can easily edit
as well as a financial model to demonstrate the feasibility of your business,
plus a nice cover letter introducing yourself and your business to us.

Also, here is an interesting blog post from the developer revealing the
many practical applications for your plan – beyond your SBA loan.

I hope this helps!
Please feel free to contact me with any ideas or questions.
I look forward to reviewing your plan and working with you on your SBA loan.

All the best,

[Your Name Here]
[Bank Name Here]
[Your Contact info here]

===== End of Email =====

About Business Power Tools:

We’ve been developing and simplifying business development
software templates going on 36 years.

I think you’ll find that BizPlanBuilder simplifies and streamlines
the process of developing a worthy business plan.

Rather than buying one more training course, set of books, or videos
that are just going to sit on their shelf un-read, un-watched, and un-used…

Your clients can access this proven, on-demand business development toolbox loaded
with actual documents and financial tools they’ll really use when they need them,
and continue using as their businesses grow.

When it works for you, click here to book us for a collaboration call.

It’s crucial that you feel that this business planning system is the best
and will work as expected for your clients and your loans.

I’m happy to give you a tour, answer your questions, and share ideas!

I look forward to talking with you.
Thank you very much!

All the best,

BF-Signature-Pic-BPT