LoanBox Advisor

Human Support

Our advisors provide friendly support and help handle everything about your loan for and with you. The advisor manages everything on the app for the borrower, but the small business owner can still receive alerts and login at any time. The borrower's primary responsibility becomes completing the loan application information and uploading the needed docs throughout the process as required.

Let's Talk!

What is the consultation call? The initial conversation is an opportunity to explore various options, understand the process, and create a tailored action plan. Your advisor will share their suggestions based on your unique situation and will clarify if they can assist. They can answer any questions you might have and explain the process if you care to know. If there are any potential issues or special circumstances they identify, they’ll highlight these for you. Challenges or barriers can be discussed openly. Based on this consultation, your advisor gets rolling on your loan with the determination to get it closed with the least involvement from you as possible.

Friendly & Responsive

LoanBox has friendly and responsive advisors to assist you or to take care of everything and navigate the loan process for you. Whether it's your first loan, or you're an experienced multi-unit franchise, or expanding your multi-brand empire, we're here to help with your financing needs. We work really hard at making your loan as stress free as possible. We'll simplify the complex, translate the jargon, overcome obstacles, and celebrate your wins like they're our own. Also, we’re free*.

Loan Navigation

These advisors offer complimentary* advice, guidance, and personalized support from start to finish. They act as a dedicated point of contact, managing the loan process on the app for you. Small business owners and franchisees can receive assistance with document preparation, lender selection, and addressing any concerns or challenges that arise. LoanBox Advisors collaborate with the same preferred lenders accessible through the LoanBox platform, ensuring a streamlined and efficient process.

Get help as needed or

get full human navigation

What is the process?
Once the initial pre-qualification documents (loan package) are complete, your advisor liaises with preferred lenders to acquire loan proposals. With your approval, the selection of the most suitable lender is made. Your advisor then runs navigation all the way to funding. You just need to provide the necessary documents and your advisor handles the rest.
Already started elsewhere?
If you're trying to navigate the complexities of financial lending and could benefit from another perspective, the LoanBox is the tool for you. Encountered a setback with a lender? If you've been declined or informed you don’t meet the criteria, remember that not all lenders are the same.
The LoanBox has a variety of lenders who have distinct qualifying parameters, increasing your chances of finding a suitable match and obtaining approval. Utilize LoanBox for considering alternative solutions and reconfigurations that may help secure the financing you need, especially when a promising acquisition depends on it.
Already have a proposal?
Utilize LoanBox to get multiple proposals. It's possible you have an advantageous proposal on hand, but there's also a better chance you'll find a more tailored structure that aligns more closely with your goals on the app. What if you've been told you're not qualified?
You might still be eligible for a conventional or SBA loan, just not with the specific bank you've engaged with. Our broad range of loan options and inventive approach to lending—including SBA and conventional platforms and various financing instruments—means we have a higher probability of finding the right lender to get the loan approval needed.
Confused about SBA loans?
There are numerous reasons why SBA lending can seem convoluted, from the sprawling SBA Standard Operating Procedures manual to varying lender policies and regulatory updates. It's understandable to feel perplexed.
But don’t fret, the app has robust expertise and will clarify and help navigate these complexities with you. We have the top SBA lenders on the lenders portal.
*What does this service cost?
There are no out of pocket costs and LoanBox is FREE for loans $250K and over. For loans under $250K, there is a $2,500 fee added to your loan when it funds (no out-of-pocket expense and no cost if your loan doesn’t close).

LoanBox is Free*

All LoanBox loan packaging, processing, and consulting is free to borrowers for loans over $250,000.

*Loans Under $250,000

LoanBox Advisor Navigation: $2,500 added to loan and only paid to LoanBox from bank if loan closes.

LoanBox Delivers Value:

Full access to LoanBox and LoanBox advisors is free for loans over $250,000.
For loans under $250,000 a $2500 packaging and support fee is added to the loan and only paid if the loan closes.
Vendors do not pay a commission or referral fee to LoanBox for any business they generate on LoanBox, ensuring you get the best pricing available.
Lenders offer more aggressive loan rates due to the efficiency of LoanBox in originating exact match loans. Lenders pay a small platform fee which is the same or less than what most lenders budget for business development costs. In short, LoanBox provides borrowers with the best of both worlds in right matched lender selection and pricing.
The biggest value is the efficiency in a borrower having everything and everyone needed in one place which streamlines the process and costs. LoanBox saves borrowers a lot of time, money, and stress by helping business owners get it right the first time around.