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Task Management Software |
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TESTIMONIALS
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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI
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Loan Processing Checklist |
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Processing a small business loan is a complicated enough procedure that requires a lot of effort and time from the borrower, loan processor, and lender. Read this Loan Processing Checklist to make the procedure much easier. The checklist gives you general guidelines about how to process a business loan in 3 steps.
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Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. |
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Take Preliminary Steps.
- Verify your income by providing a range of financial documents, including an annual wage statement, copies of pay stubs, a statement of tax returns, a statement of profits and losses
- Verify your assets by listing your bank accounts and providing general information about your stocks, investments or savings bonds
- Estimate and document the present market value of your assets
- Verify your debts by submitting copies of your credit card bills, consumer debts, and alimony or child support
- Determine the financial purpose of your business loan
- Provide a purchase agreement or other contracts that prove the financial purpose of your request
- Develop a business plan for your project
- Select an authorized loan agent who will guide you through the loan processing procedure
- Provide assets appraisal, credit verification and title insurance to your loan agent
- Hire an experienced attorney who will provide you with legal support and advice
Participate in the Processing Procedure.
- Fill in and submit a loan application form for review and verification
- Get a report stating about the status of your application request
- Expect that your agent (loan processor) may contact you to solve questions and issues if they arise
- Request for the status of your assets appraisal
- Communicate to the loan processor to find out whether your application has been submitted to underwriting for approval
- Receive a notification from the loan processor about underwriting conditions
- Discuss underwriting conditions with your lawyer
- Determine when to lock in interest rate
- Request the loan processor for verification of underwriting conditions
- Receive loan documents from the loan processor for complete analysis and closing
Finalize the Loan.
- Review closing loan documents with your attorney
- Be sure the paperwork is well done
- Request the loan processor for the status of final loan documents
- Be notified of the positive decision from your creditor
- Record and document all your.....
Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. |
BUY NOW! |
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CentriQS Tasks Management Solution
Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.
FREE Download CentriQS |
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CentriQS -15% OFF |
All-in-one business management software for small and midsize enterprises |
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VIP Task Manager |
Multi-user project management software
to plan, schedule and track project tasks. |
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VIP Checklists
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More than 750 ready-to-use to-do lists to plan your personal and business life |
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VIP Team To Do List |
Professional task management software
to make and send team todo lists by email |
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VIP Organizer |
Personal time management software to organize time at home and at work |
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VIP Simple To Do List
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Simple and effective to-do list software to plan daily chores, trips, wedding, etc. |
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