BROKER-IN-A-BOX | FIRST LENDER BRIEF WORKSHEET
Public educational worksheet — October 2026

Use this to organize a financing conversation. It is not a lender application,
an approval decision or a substitute for a lender's required documents.
Keep client financial information in your approved secure workflow.

1. THE REQUEST
Business / industry:
Purpose of financing:
Amount requested:
Total project or purchase cost:
Borrower contribution, if applicable:
Timing and reason for that timing:

2. THE REPAYMENT STORY
Source of repayment:
Current business cash flow and relevant trends:
Information supporting the repayment explanation:
Existing obligations and questions to resolve:

3. THE BORROWER AND ASSETS
Business history and ownership:
Relevant financial statements and supporting records:
Equipment, property or other collateral, where relevant:
Purchase agreement, invoice or other transaction information:
Known concerns and how they will be addressed:

4. THE LENDER FIT
Potential lender and product:
Why this request may fit the lender's criteria:
Required documents and outstanding questions:
Broker onboarding or submission instructions to confirm:

5. THE NEXT ACTION
Documents to collect:
Questions for the borrower:
Questions for the lender:
Responsible person and next follow-up date:

Learn more: https://broker-in-a-box.com/what-lenders-look-for-in-broker-submission/
Explore CLBI training: https://broker-in-a-box.com/#clbi-programs
Talk with Josh: https://calendly.com/clbinstitute/clbi

This worksheet was created for Broker-in-a-Box. CLBI supplies the training and
support included in its paid programs. Broker-in-a-Box may receive referral
compensation. Funding, commissions and business results are not guaranteed.