Lending Advising Requests

The Education and Training team is happy to assist your client in preparing for a loan. Please fill out this request form on your client’s behalf if you are looking for a quicker turn-around for a client that you anticipate is going to be loan ready in the short term. If you have a client looking for general business advising, to be paired with a mentor, or who has a request unrelated to the loan application, please direct your client to fill out our intake form instead.

The Education and Training team can:

Help a client prepare a business plan
Help a client prepare financial projections
Assist a client with building or re-working their break-down use of funds and total project cost
Assist a client in preparing or formatting loan documentation

The Education and Training team will not:

Write a business plan on a client’s behalf
Build a client’s financials for them
Tell a client what they SHOULD do; advisors can make recommendations that the client chooses to take or not
Make miracles happen (we’re good, but we’re only so good)

To set expectations with your client, please ensure you share the following:

You (the Loan Officer or lending team member) will be submitting a Lending Advising Request on the client’s behalf
The client can expect to hear back within 2 business days (unless the request is marked as high priority) from the business advisor working the request via EMAIL at which time scheduling information will be shared
Appointment scheduling is based off of business advisor availability and the priority turn-around time of the request that you (the Loan Officer or lending team member) selects; same day appointments are rarely available (unless the request is marked as high priority)
All clients who receive business advising from PeopleFund or a PeopleFund employed contractor are consenting the the Client Rights and Responsibilities Agreement for this program

Lending Advising Request Form

Lender Information

Please enter the name of the team member submitting this request.(Required)

First Last

Please enter the names and emails of all team members who should have visibility into this request.

All team members entered here will be copied on correspondence regarding this request. Please enter in the following format: First Name Last Name - Email; Example: Katherine Sobel - [email protected]; Jess Mullen - [email protected]

Please select the turn-around priority from the timeframes below.(Required)

This selection indicates to our business advising team how quick you would like for us to complete what is needed to prepare a client for funding.

Client Information

Client Name(Required)

First Last

Client Email(Required)

Client Phone(Required)

Please enter the names and emails of all individuals who should have visibility into this request.

If your client is in business with someone else, this will ensure we connect with all parties of the lending request. All individuals entered here will be copied on correspondence regarding this request. Please enter in the following format: Client First Name Client Last Name - Email; Example: Katherine Sobel - [email protected]; Jess Mullen - [email protected]

Business Name(Required)

Please give a brief description of the business and business activity.(Required)

What date did the business begin operating (earning revenue)?(Required)

If the client is not yet in business or has not began earning revenue, please input 1/1/1900.

How is the client's business structured or planning to be structured?(Required)

Loan and Advising Request

What loan product is your client preparing for?(Required)

Please enter the dollar amount of the loan request NOT including equity injection.(Required)

Please select the areas that your client needs assistance with in order to prepare for the loan.(Required)

If your client is looking for general business advising, please refer them to our business advising intake form: https://peoplefund.org/intake/

Business plan

Financial projections

Break-down use of funds

Loan documentation

Please give a detailed description of your request in the space below.(Required)

Include any and all information that will help a business advisor prepare your client for the loan. For example, if you selected "Business Plan", please detail what you believe needs to be added, edited, or eliminated. If you selected "Loan Documentation", please detail what docs we need to collect or prepare and list anything we need to keep in mind when doing so.

File Uploads

Please submit the files that will help us review this request if you have them.

Business Plan

Max. file size: 50 MB.

Financials

Max. file size: 50 MB.

Break-down Use of Funds

Max. file size: 50 MB.

Loan Documentation or Other

Max. file size: 50 MB.