|
Loans & Mortgages
Executive Summary
This is the format that is needed for a Summary. The applications that follow this format and are COMPLETE are the only ones the lender will look at. All these items have to be included in an MS Word attachment, maximum 4 pages please.
Executive Summary and Business Plan Content List
• Project Name:
• Company Name, Address, History and Background:
• Type of Business:
• Products and Services:
• Principal and Owners - Company or Project Ownership:
• Principal Contact Person, email, phone (contact with Lender):
• Staff (Upper and Lower Management) :
• Alliance Partners:
• Loan Amount Requested:
• Current Situation – Project’s Status:
• Operational Facilities:
• Opportunity for growth - Growth Strategy:
• Statement of Purpose – Objectives:
• Humanitarian or Environmental Impact:
• Loan Applicant or Borrower’s name (person signing documents):
• Project’s Location:
• Project’s Concept:
• Project’s Description:
• Summary of Use of Funds:
• Collateral (Project, Ancillary or Personal) – cash available:
IF YOU HAVE A BANK GUARANTEE, PLEASE EXPLAIN – VERY IMPORTANT
• Risk Factor:
• Equity – Down Payment – Guarantees– Loan to Value Ratio – cash available: EXPLAIN, THIS IS VERY IMPORTANT.
• Market Analysis:
• Project vs. Competitors:
• Clientele or Customers profile:
• Strength and Weakness of Project:
Creative Funding Solutions
P.O. Box 32215
Tucson, Arizona 85751
520-749-1428
fax: 877-499-3975
info@solvecashflowproblems.com
|