Tag: Quote Sheets

8 Steps To Improve Your Commercial Quote Sheet

Closing More Commercial Loans

Either buried deep in a proposal letter, or attached to the back, lenders will present one of the most important aspects of the commercial term loan – the structure and pricing of the loan.  Many lenders will have their preferred format and presentation style, and certain banks will have a uniform template for lenders to use, however, for the most part we see ad hoc and confusing quote sheets without the elements that we feel are important in providing superior customer service or the compelling information to winning the client’s business.  We would like to share our observations on how a

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