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Updated almost 4 years ago on . Most recent reply

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Mary Tui
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Commerical Real Estate

Mary Tui
Posted

Is it typical that a real estate agent or a commercial lender will assist us with a business plan for the lending requirements?

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James Storey
  • Real Estate Agent
  • Indianapolis, IN
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James Storey
  • Real Estate Agent
  • Indianapolis, IN
Replied

Hello Mary,

Are you referring to the business plan for the SBA loan products? If so, the answer is sometimes. I have helped clients put together their business plans but some agents and lenders won't be as hands on. Just depends on the type of agent you are working with.

James Storey, CCIM

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