Loan Officer Business Plan Template [Updated 2024]

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VII. Operations Plan

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

Functional Roles

In order to execute [Company Name]’s business model, the company needs to perform many functions, including the following:

Administrative Functions

  • Bookkeeping
  • Marketing
  • Website maintenance

Service Functions

  • Discuss finances and credit history with customers
  • Find ideal loan options
  • Fill out paperwork
  • Discuss approval decision with customers

Milestones

The following are a series of steps that lead to our vision of long-term success. [Company Name] expects to achieve the following milestones in the following [xyz] months:

DateMilestone
[Date 1]Finalize lease agreement
[Date 2]Design and build out [Company Name]
[Date 3]Hire and train initial staff
[Date 4]Kickoff of promotional campaign
[Date 5]Launch [Company Name]
[Date 6]Reach break-even

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