Loan Officer

 

Bridging the Gap Between Loan Officer and Business Owner

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60 Minute CFO:

Quickly and easily explains all aspects of finance to your business customers.

Creates a solid relationship when loan officer and client are on the same level of understanding financial concepts.

Helps ensure the financial health and ultimately the success of clients' businesses by explaining the difference between profits and cash flow.

Introduces your clients to the powerful analysis and forecasting software included with the book.

Combined with complimentary software, 60 Minute CFO is the unique solution that successfully gets your loan officers and clients on the same page, literally.

Getting started is easy!

STEP 1: Order books at wholesale cost (1 per loan officer, and 1 per client): order form

STEP 2: Client and loan officer read the book (60 minute read time), and download the Business Mastery software (free .xls).

STEP 3: The loan officer uses the Business Mastery software to input 2-3 years of client's financials (Income Statement and Balance Sheet ). 

STEP 4: Using the Business Mastery software, the loan officer communicates key ratios to the client and shares observations.

STEP 5: After just a few months, the practice of using the key ratios calculated by the Business Mastery software establishes a solid base of communication between client and lending officer concerning the financial status of the business.