Finance Loan Application for Glossy White Pty Ltd

Running head: FINANCE
Finance
Name of the Student:
Name of the University:
Author’s Note:

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FINANCE
Table of Contents
Covering Letter................................................................................................................................3
Client Need and Review Fact Form.................................................................................................4
Objective..........................................................................................................................................5
Option for the loan...........................................................................................................................6
Loan Application Notes...................................................................................................................7
Detail of the Applicant.................................................................................................................8
Purpose of the loan......................................................................................................................8
Security Offered...........................................................................................................................9
Amount of loan required..............................................................................................................9
Management................................................................................................................................9
Business.......................................................................................................................................9
SWOT Analysis.........................................................................................................................10
Financial Ratios.........................................................................................................................11
Cash Flow..................................................................................................................................12
Explanation of the variances......................................................................................................13
Credit Proposal Disclosure............................................................................................................13
Preliminary Assessment Checklist................................................................................................14
Credit Quote...................................................................................................................................15
Bibliography..................................................................................................................................17

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FINANCE

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FINANCE
Covering Letter
To Jason and Rebecca White
7 Park Lane, Suburb, State Postcode
Dear Jason and Rebecca,
This letter has been forwarded to in order to show my appreciation and gratitude for thinking
about me for taking assistance regarding the consultation regarding the refinancing or the
restructuring of the loan. I am glad about the fact that the offering of undertaking the meeting has
been accepted on your part as it is seen that face to face meeting provides better communication
and understanding of the desires that are seen from our end and accordingly appropriate options
can be provided with the help of which the option that is suitable for you can be provided and
accordingly all your goals and objectives can be met.
I hope the options and the recommendations that would be given to you would be able to meet
your goals and desires and accordingly i can come to your assistance in the coming future as
well.
Regards
Bill Cooper
Financial Consultant