Loan Officer Business Plan Template
If you want to start a loan officer business or expand your current mortgage loan officer business, you need a business plan.
The following Loan Officer business plan template gives you the key elements to include in a winning Loan Officer business plan. In addition to this template, a solid plan will also include market research to help you better understand the mortgage industry, the real estate market and your specific target market. It will also help you craft a strong loan officer marketing plan and financial projections.
You can download our Ultimate Business Plan Template (including a full, customizable financial model) to your computer here.
Loan Officer Business Plan Example
Below are links to each of the key sections of your Loan Officer business plan:
I. Executive Summary
II. Company Overview
III. Industry Analysis
IV. Customer Analysis
V. Competitive Analysis
VI. Marketing Plan
VII. Operations Plan
VIII. Management Team
IX. Financial Plan