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How to Prepare for a Business Loan Application: What Documents Do You Need?

Learning how to apply for a small business loan or other business financing can not only help you get the right loan for your business but can also assist in deciding whether it’s the right move in the first place. The steps to prepare for a business loan application are fairly universal, but the documents needed for an application can vary.

In this webinar, we'll walk through the steps to prepare for a business loan application and provide information on what types of documents you may need. You'll walk away from this webinar more confident about whether you're ready to apply for financing right now and what steps you may need to take to help you get approved.
Recorded May 20 2021 26 mins
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Presented by
Gerri Detweiler
Presentation preview: How to Prepare for a Business Loan Application: What Documents Do You Need?

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  • How to Decide What Type of Business Loan You Need Aug 11 2021 5:30 pm UTC 45 mins
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    Small business owners looking for funding to grow their businesses run into challenges finding the funding they are qualified for and choosing the type of loan or financing that is best for their needs. This webinar is here to help with those challenges.

    We'll give you the information and tools you need to decide what type of funding is best for your business. Depending on your goals and qualifications, some options might be a better path for you. Identifying that path is easier for some businesses than others, but this webinar will help businesses of all shapes and sizes get on the right track.
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    In this webinar, we'll review smart business credit card strategies. This webinar will help you plan when you should and shouldn't use a business credit card, to get the most out of this particular type of financing.
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    For some business owners, a credit check could be out of the question when applying for business funding. Some simply don’t want a hard inquiry to show up and subsequently damaging their existing credit score, and others are intimately familiar with their credit score and know that, in some cases, it can immediately disqualify them. Whatever the reason is, identifying a financing option to fit your needs can be difficult, but it’s not impossible. There are a variety of options, including working capital loans through your payment process, merchant cash advances, invoice factoring, and crowdfunding.

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    Many small business owners are denied the funding they apply for. This is often due to a misalignment of expectations and qualifications and leads to frustration and disappointment for business owners - not to mention time wasted. With this webinar, we'll reduce this frustration by helping you understand what business loan you could actually get.

    We'll review what lenders are looking for depending on the type of financing so you can better evaluate what would be the best fit for your needs and qualifications. Not everyone can qualify for an SBA loan or a bank loan. Sometimes you need to take smaller financing steps to build your business and qualifications and improve your financing options as you go. Learn more with this webinar.
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    Is business debt consolidation right for your business? Watch this webinar to find out.
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    Any lender can put their small business loan application online. But a true online business loan usually refers to one that is processed fully online. These loans are often faster and more flexible than traditional term loans issued by banks and credit unions.

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  • How to Prepare for a Business Loan Application: What Documents Do You Need? Recorded: May 20 2021 26 mins
    Gerri Detweiler
    Learning how to apply for a small business loan or other business financing can not only help you get the right loan for your business but can also assist in deciding whether it’s the right move in the first place. The steps to prepare for a business loan application are fairly universal, but the documents needed for an application can vary.

    In this webinar, we'll walk through the steps to prepare for a business loan application and provide information on what types of documents you may need. You'll walk away from this webinar more confident about whether you're ready to apply for financing right now and what steps you may need to take to help you get approved.
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    In this presentation we'll review what tradelines (also known as Net-30 accounts, vendor credit, supplier credit, and trade credit) are and how your business can leverage them to improve your cash flow. Utilizing trade credit to build your credit and improve your cash flow can open up more opportunities for you to grow your business and access financing.

    This is an important presentation for small businesses to learn how to best leverage their business credit for business growth.

    About the Presenter-
    Gerri Detweiler has more than twenty years of experience guiding individuals through the confusing world of credit, and has earned a reputation as a reliable and independent resource on personal and small business credit. She serves as Education Director for Nav, developing educational programs and content for small business owners.
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    Of the 30 or so million small businesses in the United States, those that survive the first few years are far too few; and only 40% of small businesses are even profitable. What’s more, the most common reason for business failure is a lack of adequate cash. In fact poor cash flow causes 84% of the business failures in the US. Our goal with this webinar is to help you build a strong and healthy business that can start to shift these statistics.
  • How to Build Business Credit & Grow Your Business Recorded: Mar 9 2021 42 mins
    Gerri Detweiler
    Figuring out how to access business financing and credit is a common quest for both new and existing small business owners. From startup costs to new expansion strategies, establishing a strong business credit profile with diverse accounts early on can help make your immediate and future business plans a success.

    This webinar will walk you through steps you can take to establish your business credit so that if and when you’re ready for financing, your business is well-positioned to not only get approved for a business loan, but also get great terms on it.

    About the Presenter-
    Gerri Detweiler has more than twenty years of experience guiding individuals through the confusing world of credit, and has earned a reputation as a reliable and independent resource on personal and small business credit. She serves as Education Director for Nav, developing educational programs and content for small business owners.
  • How to Keep Business & Personal Credit Separate Recorded: Mar 1 2021 32 mins
    Gerri Detweiler
    At times, it may seem tempting to utilize your personal finances to help out when your business needs a boost, but it’s not always the best solution in the long run. Implementing a financial division between your personal and business finances can help you treat your business like the independent entity it is while safeguarding your personal finances.



    In this webinar we’ll discuss the importance and benefits of separating your business and personal credit and strategies to do so. You’ll leave this talk with action items for your business that will strengthen your business credit, protect your personal credit, and help your business with future growth.

    About the Presenter-
    Gerri Detweiler has more than twenty years of experience guiding individuals through the confusing world of credit, and has earned a reputation as a reliable and independent resource on personal and small business credit. She serves as Education Director for Nav, developing educational programs and content for small business owners.
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    Ty Kiisel
    A business plan is a must-have document that outlines how your small business is going to work, and how you plan to make it succeed. Your plan can help keep your business on track, secure critical funding and serve as a solid foundation when introducing new partners and exploring future opportunities.

    In this webinar we'll review what lenders look for in a business plan so you can create a solid plan for your business in preparation for applying for business loans and financing. By the end of this webinar you will have an understanding of why lenders want to see a business plan and how you can craft yours to be an asset to your business.
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  • Title: How to Prepare for a Business Loan Application: What Documents Do You Need?
  • Live at: May 20 2021 8:00 pm
  • Presented by: Gerri Detweiler
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