Funding

You’ve got your business idea now, where can you start to obtain funding? Our financial consultants can help you through the process of packaging your loans, refinance debt, expand your business, and introduce you to several local funding institutions to explore the best loan terms.

What Can We Help You With?

Loan Packaging Assistance

Before beginning the loan packaging process, our consultants review a client’s credit, business plan, financial projections, and loan package documentation. Our consultants then work directly with the client on reviewing financial projects, required loan documentation, and their business plan to create a complete loan package. Once the loan package process is completed, our team will work with the client to find the best funding institution for submission.

Loan Packaging Assistance

Micro Loan Packaging & Processing

Our consultants will help you find a Micro Lender that best fits your needs and take you along the process of obtaining necessary funding documents, how to properly fill out a loan application, and create financial statements and business plans. Our consultants will work with lenders directly to ensure the completion of the funding process.

Contact our Micro Loan Processor to schedule an appointment – (951) 781-2345 

Micro Loan Packaging & Processing

Bank Plan Prep

The Finance Center was designed to act as a liaison between your business and a fitting funder. Our loan consultants help our clients throughout the loan packaging process then help decide on their loan through a network of several financial institution partners. We work with underwriters directly to ensure the funding process is completed – making this process simply and easy.

Learn More

Bank Plan Prep