The one-page loan summary every banker wishes you'd include
Before a lender reads your twenty pages, they want the whole deal on one. Give it to them, and you've earned a real read.
Bankers are busy and skeptical. A tight executive summary up front tells them, in thirty seconds, whether this is worth their attention — and frames everything that follows.
What belongs on it
- Who you are and the business, in a sentence
- The ask — amount, purpose, your contribution
- The repayment story — revenue and coverage at a glance
- The one or two reasons this is a good bet
Why it works
A strong summary does two things: it earns you the careful read, and it plants the answers to the banker's biggest questions before they go looking. A file that opens with a confident, specific one-pager already feels fundable.
Write it last
You can only summarize a plan you've finished. Draft everything else, then distill the best of it onto page one.
See where your plan stands
Paste the plan you have into the free Scanner. It scores you against the eight criteria Canadian lenders use — in about thirty seconds, no account, nothing leaves your device.
Score my plan — freeLenderReady is an educational service, not a lender, broker, or financial advisor. Lending criteria vary by institution and change over time; treat this as a starting point, not a guarantee.