About Us

Strategy/Mission

Transform business lending through transparency, knowledge, availability of tools to level the playing field in bank lending.  Providing the business owner more access to obtaining capital to start or grow their business through education and tools and resources that will provide insights on requirements for bank lending, minimum qualifications to get approved by a bank. Our mission is to empower the business owner with clear insights about bank requirements and their businesses financial condition so they can approach the bank with knowledge and confidence when applying for a business loan.

Vision

Create a platform where business owners can self-assess if they can qualify for a bank business loan.  Provide education and tools to create all the documentation required by most banks.  Provide immediate feedback if the company can qualify for a bank loan based on the financial analysis of the company with concrete data provided by the business owner’s knowledge of his business.

Purpose

We are bridging the gap in bank financing by offering easily accessible education services to all business owners! Small business owners often face the problem of not having financial statements when requesting a loan and even get declined because of the inability to understand the information being provided to the bank by an accountant or QuickBooks. Hiring a CPA to create a compiled financial statement is expensive and creates a disadvantage for small businesses to get bank financing.

Strategy/Mission

Transform business lending through transparency, knowledge, availability of tools to level the playing field in bank lending.  Providing the business owner more access to obtaining capital to start or grow their business through education and tools and resources that will provide insights on requirements for bank lending, minimum qualifications to get approved by a bank. Our mission is to empower the business owner with clear insights about their businesses financial condition so they can approach the bank with knowledge and confidence when applying for a business loan.

Vision

Create a website where business owners can self-assess if they can qualify for a bank business loan.  Provide education and tools to create all the documentation required by most banks.  Provide immediate feedback if the company can qualify for a bank loan based on the financial analysis of the company with concrete data provided by the business owner’s knowledge of his business.

Purpose

We are bridging the gap in bank financing by offering easily accessible education services to all business owners! Small business owners often face the problem of not having financial statements when requesting a loan and even get declined because of the inability to understand the information being provided to the bank by an accountant or QuickBooks. Hiring a CPA to create a compiled financial statement is expensive and creates a disadvantage for small businesses to get bank financing. 

About Our Team:

At Business Lending Advocate, our team comprises seasoned professionals with over 30 years of collective banking experience, bringing a wealth of knowledge and expertise to the table. With a deep understanding of the financial industry, we are dedicated to helping businesses achieve their financial aspirations.

Our team’s expertise includes a profound understanding of loan underwriting, honed through decades of working closely with financial institutions. We are well-versed in the intricacies of small business lending, boasting certifications that attest to our knowledge of the ever-evolving regulations and requirements governing this field.

In addition to our lending acumen, our team boasts a wealth of technical expertise. We have successfully bridged the gap between finance and technology, incorporating cutting-edge software solutions into our services. Our commitment to innovation is exemplified by our background in software engineering, gained through prestigious programs and experiences in the heart of Silicon Valley.

What sets us apart is our dedication to providing tailored solutions for every client. We understand that navigating the complexities of loan applications can be daunting for business owners. Therefore, our team is committed to demystifying the process, ensuring that clients approach banks with confidence and a comprehensive understanding of their requirements.

Our journey began with a vision to revolutionize small business banking, inspired by the realization that there was a significant disconnect between banks and business owners. Our passion is to bridge this gap and provide clients with a reliable solution. Over the years, we have refined our approach, tested our ideas, and relentlessly pursued our goal of empowering businesses to secure the financing they need to thrive.

At Business Lending Advocate, we are more than just a team; we are your partners in financial success. Trust us to leverage our extensive banking experience, collective expertise, and innovative solutions to help your business achieve its goals.

 

Our Philosophy

We collaborate with small business owners to understand their needs, listening to their story, and converting information into appropriate financial documents.

Our Focus

We focus on small businesses, helping them through the complicated process of applying for bank loans.

32+

years banking experience

Our Philosophy

We collaborate with small business owners to understand their needs, listening to their story, and converting information into appropriate financial documents.

Our Focus

We focus on small businesses, helping them through the complicated process of applying for bank loans.

32+

years banking experience

business lending advocate in san antonio texas

Happily based in San Antonio, Texas

We work with clients in Spanish and English to get their bank documents in order.

If I can answer any questions or be of service, just click the button below to schedule a meeting with me. I look forward to serving you!

business lending advocate in san antonio texas

Happily based in San Antonio, Texas

We work with clients in Spanish and English to get their bank documents in order.

If I can answer any questions or be of service, just click the button below to schedule a meeting with me. I look forward to serving you!