Commercial Loan Sales (SMB Client)
This workflow template illustrates the origination of commercial loans for small/medium-sized business clients (SMB), including all of the steps from initial sales contact (by the loan officer) through the drafting and acceptance of the loan agreement. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Commercial Loan Sales (SMB Client) process.
What is Commercial Loan Sales (SMB Client)?
The Commercial Loan Sales (SMB Client) process deals with the sale of commercial loans to small and medium-sized business (SMB) or institutional clients. "SMB" clients typically have less than 1,000 employees, but this threshold may vary from bank-to-bank. This process kicks off with a call from a commercial loan officer to a commercial sales lead, or prospect. Prior to contacting the lead, the loan officer typically performs some research to understand the client's business. During the initial sales call, the loan officer gathers information regarding the client's needs. A package of documents, including potential loan options, is then prepared to present to the client. If the client decides to move forward, a good faith deposit is collected and the formal application process begins. During the application process, the client and loan processing/closing staff members coordinate to collect all requisite information and ensure that the loan terms are satisfactory.
Download a Sample Commercial Loan Sales (SMB Client)
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