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LOANBOX
Think Inside The LoanBox
For Smart Lending Decisions
The turnkey lending platform makes everything instantly easier and faster. Advisors no longer have to call a bunch of banks and try to figure it all out. Log onto the app, answer questionnaires, complete your loan package, and the platform will match you to the right lenders. Select which lenders you want to access your loan package and offer a loan proposal. Receive loan proposals from interested lenders, select the winning lender, and always know what’s going on from application to funding and what’s needed next in the loan process. The LoanBox app is like Carvana but for business loans, offering an easy path and stress-free ride to funding your growth. Take the wheel, control your own loan journey, and make your business loan a reality, one click at a time.
LoanBox is Free to Advisors
Do It Yourself Loan App
Everything you need to complete your SBA loan yourself is available on this portal. You have all the tools at your disposal, eliminating the need to scour the internet for information, which is often too general and not tailored to your specific small business or franchise needs. Use the included FAQ if you have any questions, and take advantage of AI avatars we've hired to explain different SBA loan topics. Everything you need for your business loan is consolidated in one place: here.
Free LoanBox Advisor
While you could do it yourself and achieve great results, some of you might prefer not to navigate this process alone. Especially when you have access to a free loan advisor who can manage everything for you. Your advisor acts as your advocate, carefully handling the loan process from obtaining loan proposals to recommending the best lender for your loan type at this specific time. They will also work directly with the lender on your behalf through to loan closing. Simply upload your documents, and we handle the rest.
Download LoanBox or Login Through Website
LoanBox
Our platform is designed to simplify the loan application process for financial advisors, connecting you with the right lenders and guiding you through every step of securing funding for your business growth.
LoanBox
The turnkey lending platform makes everything instantly easier and faster. Advisors no longer have to call a bunch of banks and try to figure it all out. Or go down the road with one lender too far before knowing if they can't do it after all and having to start from square one again.
Log onto the app, answer questionnaires, complete your loan package, and the platform will match you to the right lenders. Select which lenders you want to access your loan package and offer a loan proposal.
Receive loan proposals from interested lenders, select the winning lender, and always know what’s going on from application to funding and what’s needed next in the loan process.
The AdvisorLoanBox app is like Carvana but for advisor loans, offering an easy path and stress-free ride to funding your inorganic growth-centric loan. Take the wheel, control your own loan journey, and make your advisor loan a reality, one click at a time.
Loan Advisor
Although the app is easy enough to do everything yourself, some prefer someone to just take care of everything for them. If this sounds like you then we’ve got you covered.
Get free advice, guidance, and hand-holding from beginning to end. Our Loan Advisors provide friendly support and help handle everything about your loan for and with you.
A Loan Advisor is a friendly human who supports you in all aspects of the LoanBox and helps handle everything from getting started and answering questions, to providing support along the way.
Get free support whenever you need it in all aspects of utilizing the app.
Loanology
Loanology is about the arts & science of advisor lending. This is the definitive intel platform within the advisor specialty lending niche.
It was specifically crafted for financial advisors seeking guidance on loans related to inorganic growth and business
expansion.
Loanology grants users access to a vast array of information covering lending practices, strategies, and various financing options available in the market.
The platform boasts calculators, loan analytics, chatbots, and ROI analysis tools that enable financial advisors to make informed decisions with precision.
Users can explore extensive guides, FAQs, glossaries, and infographics, providing a deeper understanding of the lending process and how to leverage it effectively.
LoanBox FAQ
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ADVISOR LOANBOX
This free turnkey lending platform makes everything instantly easier and faster. Advisors no longer have to call a bunch of banks and try to figure it all out. Or go down the road with one lender too far before knowing if they can't do it after all and having to start from square one again.
Log onto the app, answer questionnaires, complete your loan package, and the platform will match you to the right lenders. Select which lenders you want to access your loan package and offer a loan proposal. Receive loan proposals from interested lenders, select the winning lender, and always know what’s going on from application to funding and what’s needed next in the loan process. The AdvisorLoanBox app is like Carvana but for advisor loans, offering an easy path and stress-free ride to funding your inorganic growth-centric loan. Take the wheel, control your own loan journey, and make your advisor loan a reality, one click at a time.
Our platform is designed to simplify the loan application process for financial advisors, connecting you with the right lenders and guiding you through every step of securing funding for your business growth. Whether you're looking to expand, acquire another practice, or simply need capital for operational expenses, AdvisorLoanBox streamlines the negotiation and application process, making it easier, quicker, and more efficient. Our unique platform not only helps you find the most suitable loans but also provides insights and tools to make informed financial decisions, ensuring you're always in control of your financial future.
Simplifying the Loan Application Journey:
Intuitive Questionnaires: Begin your funding quest with easy-to-navigate questionnaires that intelligently gather your financial details and project needs.
Custom Loan Package Assembly: AdvisorLoanBox effortlessly compiles your information into a polished loan package, ready for lender review.
Lender Matching System: Our sophisticated algorithm matches your loan package with a selection of the industry's top lenders best suited to your specific requirements.
Transparent Loan Process: Monitor your loan's progress, from application to approval, with clarity and confidence.
By empowering financial advisors with control, transparency, and simplicity, AdvisorLoanBox aims to be the Carvana of advisor loans.
Loan Application Process:
Simple Steps: Easily navigate through our user-friendly platform to complete your loan application. With guided prompts and a streamlined interface, you'll find the process straightforward and hassle-free.
Comprehensive Details: Provide all necessary information and documents for a quick and efficient submission process.
Lender Matching:
Personalized Recommendations: Our advanced algorithm matches you with lenders based on your specific loan requirements.
Diverse Options: Our extensive lender network includes traditional banks, credit unions, and niche financing firms, offering a wide range of loan products.
Proposal Evaluation:
Informed Decision-Making: Review detailed loan proposals from interested lenders, including terms, rates, and loan amounts.
Compare and Select: Evaluate your options and choose the proposal that best fits your financial goals and needs.
Application Tracking:
Real-Time Updates: Stay informed about the status of your loan application and receive timely notifications on any required actions. Our platform keeps you up-to-date every step of the way.
Progress Monitoring: Track your application from submission to funding, ensuring a smooth and transparent loan process every step of the way. Experience unprecedented visibility into your loan's progress with our dedicated tracking features.
By empowering financial advisors with control, transparency, and simplicity, AdvisorLoanBox aims to be the Carvana of advisor loans. Start your journey with us today and unlock the potential to achieve your inorganic goals with the right financing solutions at your fingertips.
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The LoanBox Lender Portal is your gateway to connecting with the top lenders specializing in advisor lending including – Live Oak Bank, Byline Bank, PPC Loans, and Capital Resources. These institutions dominate the financial advisory space, providing both SBA and conventional loan options for advisors. In addition, AdvisorLoans is also connected if you want to bring in a free consultant at any time.
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Loanology
Loanology is about the arts & science of advisor lending. This is the definitive intel platform within the advisor specialty lending niche.
It was specifically crafted for financial advisors seeking guidance on loans related to inorganic growth and business
expansion.Loanology grants users access to a vast array of information covering lending practices, strategies, and various financing options available in the market.
The platform boasts calculators, loan analytics, chatbots, and ROI analysis tools that enable financial advisors to make informed decisions with precision.
Users can explore extensive guides, FAQs, glossaries, and infographics, providing a deeper understanding of the lending process and how to leverage it effectively.
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Loan Advisor
Although the app is easy enough to do everything yourself, some prefer someone to just take care of everything for them. If this sounds like you then we’ve got you covered.
Get free advice, guidance, and hand-holding from beginning to end. Our Loan Advisors provide friendly support and help handle everything about your loan for and with you.
A Loan Advisor is a friendly human who supports you in all aspects of the LoanBox and helps handle everything from getting started and answering questions, to providing support along the way.Get free support whenever you need it in all aspects of utilizing the app.
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Loan Package
Having an organized and complete loan package is imperative whether you're navigating the process independently or utilizing a LoanBox Advisor. Within the portal, you'll be required to answer a series of questions and upload necessary financial documents. These answers and documents are then systematically compiled into PDF formats within your portal. LoanBox's advanced matching algorithms will identify lenders you qualify for based on your loan package and provided responses. You have the option to select one or multiple preferred lenders to review your loan package and invite them to submit loan proposals. Rest assured, your loan package remains securely housed within LoanBox, and access is granted to lenders within the same secure environment.
Loan Proposals
Once your loan package is ready, lenders can securely access the documents and respond with their loan proposals. Each proposal follows a standardized format, enabling you to easily compare key information across proposals. When you are ready to accept an offer, you can finalize the process with a simple click and e-signature. To aid in your decision-making, detailed information and videos about each preferred lender are available for review. Should you opt to work with a LoanBox Advisor, they will offer insights into which lender is best suited for your specific loan needs at the current time. Nevertheless, the final choice remains yours.
LoanBox Manager
The integration of preferred lenders within the LoanBox system ensures a seamless transition through the loan process. Upon selecting a lender's proposal, the Loan Manager tool generates the necessary steps and documents required for each stage of processing with that specific lender. The Loan Manager provides real-time tracking of your loan's progress, indicates required documents and their deadlines, and features a time-stamped message board for updates and notes from the lender. Additionally, it allows for the secure upload of documents, ensuring that only your selected lender has access.
With LoanBox You Don’t Have
to try and Figure Everything Out
10 Steps of the
LoanBox Process
1. Direction Decision
Decide if you want to do your LoanBox loan alone or use the LoanBox Advisor navigation available to you. LoanBox was designed for the business owner to have a carvana like experience with a business loan. You can utilize LoanBox from application to funding, have a full suite of intel and resources to access to answer your questions, an AI lending assistant, and human chat and app-to-app messaging support. This is how a bank business loan get's done with the least amount of human interaction as possible.
Or, for those who haven't lost faith in humanity completely yet, have one of our friendly LoanBox Advisors just handle everything for you.
2. Loan Package
If you go it alone or use an LoanBox Advisor, a loan package is required. Complete a series of questions in the portal and upload financial docs. Your answers are populated into PDFs on your portal. This is the initial collection of documents needed for a lender to provide a loan proposal. These can include application, personal financial statement, business plan, pro forma, and tax returns.
3. Share Package
Our matching algorithms reveals the lenders you qualify for within our platform based on your loan package and answers. Select which (or all) of the preferred lenders you would like to provide access to your loan package and invite them to make a loan proposal. Your loan package sits securely within LoanBox. The lender is also on LoanBox and sharing your loan package is giving the lender access to your package within LoanBox.
4. Receive Proposals
Lenders are able to securely access your loan package documents and interested lenders respond with a loan proposal. All proposals are created by the lender completing the same offer form within LoanBox. This consistent proposal format allows you to compare and contrast the same key information.
5. Select Lender
Click and e-sign to accept the winning proposal. There are videos and details about each preferred lender you can review for any due diligence. If you are using an LoanBox Advisor they will tell you which lender they want to use and why, for your specific loan at this specific time. Either way, it is your choice and decision. After the winning lender is selected your "My LoanBox" dashboard shifts from loan packager to loan manager mode.
6. Underwriting
Your credit score is pulled and your loan officially goes into underwriting. This is where the bank analyst reviews the loan package, runs their own cash flow analysis, checks that required documents to date are in and everything is in order, asks any additional or clarifying questions, and makes sure your loan meets bank policy criteria and requirements.
7. Approval
Depending on the loan amount you may have one approver, two approvers or a committee who will be signing off on your loan. When your loan is officially approved you receive a commitment letter. The commitment letter means that once all closing docs have been completed the bank is ready to fund the loan.
8. Closing
The closing process is getting everything ready for funding. When all required documents are collected the bank issues their internal “clear to close” sign off. LoanBox helps you collect the needed documents in advance and to always know where your loan is in the process.
9. Funding
The loan agreement docs are executed and funds are wired to recipients. The LoanBox Manager walks you through every step and provides every document request needed along the way.
10. Covenants
Covenants is the ongoing responsibilities you have as a borrower while the business loan is in place. Conventional and SBA lenders may have different requirements. Covenants primarily consists of providing annual tax returns and an updated personal financial statement each year. This is common with any business loan from a bank. Whatever the covenants are of the lender you selected, it will show on your LoanBox Manager and you will receive an automated email reminder each year from LoanBox.
Start on LoanBox
& Utilize Humans
Only as Necessary
Start on LoanBox for pre-screen, application and loan package and if you have questions along the way then chat , email or call a friendly human who will answer your question or help solve your problem.
Speak With a Loan
Advisor & Utilize
Human Navigation
Discuss your loan, get our feedback, and determine if you want to then do the loan yourself on LoanBox or have us take care of everything for and with you.
Forget this tech stuff, I want a human to just handle this for me.
Consultation
Loan Package Review
Lender Selection
Loan Navigation
