Are you prepared for the loan application process?

Nearly all small and medium-sized businesses have been impacted by the economics of COVID-19 over the last few months. Some companies have had to pivot and target new markets, while others have been overwhelmed by the demand for their existing products and services. The bottom line is that both situations require capital—and, the only way to get it is to ask a Lender.
During this two-part webinar series, two experienced Lenders offer tips to help you prepare for the stress-inducing task of asking a Lender for a loan. Part I took you through the underwriting process and pointed out some of the pitfalls in your financial statements that can cause a Lender to question the validity of your financial data. Part II, will cover the various types of loans and their respective purposes—as well as the why, what, and how of financial projections.
Download the webinar content and watch the recording now to gain an in-depth understanding of loan applications, and tips for making the process easier.

This webinar was originally presented on August 19 at 10:30 am. 

Meet the Speakers


Doug Waterman - Client Advisor at California Manufacturing Technology Consulting (CMTC)

Doug Waterman

Client Advisor
California Manufacturing Technology Consulting (CMTC) 
  • Over 35 years of experience as a commercial and economic development lender
  • Commercial banking and CDFI underwriting experience
  • 8 years with CMTC
Maria Acosta - Resource Partner at California Manufacturing Technology Consulting (CMTC)

Maria Acosta

Resource Partner
California Manufacturing Technology Consulting (CMTC) 
  • 30 years of experience in Business/Economic Development with emphasis in Financing
  • Commercial banking & U.S. Business Administration underwriting experience
  • 7 years with CMTC (Consultant-Contractor)

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