What Is a Business Loan Broker?
Learn what a business loan broker does, how brokers find lenders, how commissions work, licensing considerations, and how to start a brokerage.
What Are Business Tax Returns? T2s, NOAs, and What Lenders Check
Business tax returns and Notices of Assessment are core documents for larger business loans. What lenders check, the Canada and US versions, and how to get copies fast.
What Are Bank Statements? (And Why Every Lender Asks for Them)
Bank statements are the first document almost every business lender requests. What they show, why lenders care, how to pull yours, and the red flags underwriters look for.
Financial Statements: A Guide for Business Loan Brokers
For business loan brokers: This guide explains Financial Statements: A Guide for Business Loan Brokers through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A financial statement is a report that provides information about the financial position and performance of a business. There are several different types of […]
Executive Summaries: What Business Loan Brokers Should Review
For business loan brokers: This guide explains Executive Summaries: What Business Loan Brokers Should Review through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. An executive summary is a brief document that provides a summary of a larger document or report. In the context of a financing request, […]
Current Inventory Reports: What Brokers Should Review
For business loan brokers: This guide explains Current Inventory Reports: What Brokers Should Review through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A current inventory report is a document that lists the quantities and types of items that a business currently has in stock. This report can […]
Cash Flow Statements: What Business Loan Brokers Need to Know
For business loan brokers: This guide explains Cash Flow Statements: What Business Loan Brokers Need to Know through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A cash flow statement is a financial statement that shows the inflow and outflow of cash for a business over a certain […]
Cash Flow Projections: What Brokers Should Review
For business loan brokers: This guide explains Cash Flow Projections: What Brokers Should Review through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A cash flow projection is a financial statement that forecasts a company’s expected cash inflows and outflows over a specific period of time. It is […]
Capitalization Tables: What Business Loan Brokers Should Know
For business loan brokers: This guide explains Capitalization Tables: What Business Loan Brokers Should Know through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A cap table, or capitalization table, is a financial document that outlines a company’s equity ownership. It is a summary of the company’s outstanding […]
Business Plans: What Business Loan Brokers Should Review
For business loan brokers: This guide explains Business Plans: What Business Loan Brokers Should Review through the lens of evaluating a clientβs situation, preparing the file, and discussing financing options clearly. A business plan is a document that outlines the key components of a business, including the business’s goals, strategy, target market, and financial projections. […]