Loan Officer Business Plan Template [Updated 2024]

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II. Company Overview


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Who is [Company Name]?

[Company Name] is a new loan officer firm that is dedicated to helping its clients get approved for a mortgage so they can buy their dream home. Most people apply for mortgages online or through their bank. Online applications are determined by machines who don’t consider the human when making an approval decision. Banks are rarely any better, and are extremely picky when choosing who to give a mortgage to. [Company Name] will help clients who are struggling to get approved find a good mortgage so they can finally make their dreams come true.

[Company Name] is run by [Founder’s Name] who has worked for banks for twenty years. He has considerable experience helping people get approved for a loan and has thorough knowledge of the regulations and laws of the industry. He has a passion for helping people buy their dream homes and is committed to helping as many people as possible get approved for a mortgage.

[Company Name]’s History

Upon surveying the local customer base, and finding a potential office, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [Date of Incorporation].

The business is currently being run out of [Founder’s Name] home office, but once the lease on [Company Name]’s office location is finalized, all operations will be run from there.

Since incorporation, the Company has achieved the following milestones:

  • Found office space and signed Letter of Intent to lease it
  • Developed the company’s name, logo and website located at [website]
  • Hired an interior designer for the decor and furniture layout
  • Determined equipment and fixture requirements

[Company Name]’s Products/Services

At [Company Name], our mission is to get as many customers approved for a mortgage loan as possible. We believe that everyone deserves a chance to get a home, no matter their credit history. As such, we will provide the following services to make this mission a reality:

  • Interview customers to determine financial eligibility and feasibility of granting loans
  • Find the best loan options possible for each customer
  • Fill out mortgage application paperwork
  • Set up payment plans
  • Communicate lender approval decision
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