Welcome SBA Lender
Let’s get your clients’ loans funded faster so you can get paid sooner.



Let’s get your clients’ loans funded faster so you can get paid sooner.
Here’s a proven template they can use to complete and submit their business plan ASAP.
While we respect your established SBA business plan template,
please consider the possibilities of these tools for a faster, better result.
Just copy and edit this simple email you can forward to clients
who need business plans to support their SBA loan applications.
(Keep a copy handy in your email inbox to use over and over again.)
===== Email Template to Refer Clients =====
Hi [Client Name Here],
To complete your SBA loan application, we require a business plan.
To make this project as easy, fast, and as worthwhile as possible,
I urge you to take a look at the BizPlanBuilder® business planning system.
Read what ChatGPT said when prompted to answer the question, “What is
the difference between the free SBA business plan template and BizPlanBuilder?
It includes a professionally scripted business plan template you can easily edit
as well as a financial model to demonstrate the feasibility of your business,
plus a nice cover letter introducing yourself and your business to us.
Also, here is an interesting blog post from the developer revealing the
many practical applications for your plan – beyond your SBA loan.
I hope this helps!
Please feel free to contact me with any ideas or questions.
I look forward to reviewing your plan and working with you on your SBA loan.
All the best,
[Your Name Here]
[Bank Name Here]
[Your Contact info here]
===== End of Email =====
We’ve been developing and simplifying business development
software templates going on 36 years.
I think you’ll find that BizPlanBuilder simplifies and streamlines
the process of developing a worthy business plan.
Rather than buying one more training course, set of books, or videos
that are just going to sit on their shelf un-read, un-watched, and un-used…
Your clients can access this proven, on-demand business development toolbox loaded
with actual documents and financial tools they’ll really use when they need them,
and continue using as their businesses grow.
I’m happy to give you a tour, answer your questions, and share ideas!
If/when it works for you, click here to book us for a collaboration call.
It’s crucial that you feel that this business planning system is the best
and will work as expected for your clients and your loans.
I look forward to talking with you.
Thank you very much!
All the best,
