Your Business Numbers Coach....Go to Your Next Level

Banking Tool Kit


Get the tools that you need to get your bank loan approved.



Get the tools that you need to request and document a loan from a bank.  Using these templates you can customize and prepare the information that you will need to get your loan approved.

  • Bank Loan Request Plan….document your loan proposal to your bank
  • Loan Amortization Schedule….documents your scheduled pay back of a loan showing the principal and interest by month
  • ACH Enrollment Form….documents an ACH form that you can send to customers to pay you quicker and at a lower cost
  • Foreign Currency Conversion Calculator….calculate your invoices into your home country currency
  • Promissory Note Agreement….documents a promissory note agreement that you can customize for your needs