FINANCIAL PARTNERS

Pebble Plan provides unique benefits to banks, credit unions, and other financing entities that value strong customer relationships and want their borrowers to demonstrate a detailed understanding of their operating processes and their financials.  Schedule a software demonstration to see firsthand how we make the lending process faster & smoother for loan officers while preparing your customers for success.

THE TWO MINUTE VERSION

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LENDERS WIN

  • Reduce hidden risks before they get into your loan portfolio

  • One planning tool for both startups & existing businesses

  • Know when businesses are ready for you to reconnect and move forward

  • More knowledgeable small business loan applicants

  • Better prepared applicants

  • Applicants with reasonable expectations

  • Applicants that know what is in their financials

  • An easy way to improve the readiness of applicants that are 'almost there'

  • On-demand loan officer access to the plan in progress & summary reports

  • A fast and easy-to-analyze business plan 

  • Deeper insight into the how & why behind a client’s planned growth

  • Free with option to pay for clients

CLIENTS WIN

  • A clean, intuitive, and easy to use interface

  • A built-in educational curriculum

  • Built-in validation tools and financial calculators

  • Automated financial & operational problem screening

  • Free on-demand help from collaborators

  • A non-embarrassing way for applicants to realize when they are not ready for lending

  • No travel necessary

  • Available 24/7

  • Works for those with limited English or poor writing skills

  • We translate their operations into financials so they don't get scared and quit

  • Affordable + no long term commitment

COMMUNITIES WIN

  • We work in conjunction with SBDCs and other local resources to extend their reach 

  • 24/7 resources & information when other local resources are closed

  • Easy way to support entrepreneurship & grow small businesses base

  • Ready-made program for community groups with small business focus.

  • Rural & small town friendly 

  • We partner with non-profits to make  scholarships available

 

SOFTWARE DEMO

TO SCHEDULE A SOFTWARE DEMO, PLEASE SELECT THE DATE AND TIME THAT WORKS BEST FOR YOU. IN PERSON DEMOS ARE AVAILABLE IN THE TEXAS PANHANDLE. DEMOS THROUGH ZOOM ARE AVAILABLE TO THROUGHOUT THE USA

   Software demonstrations & discussion will cover: 

  • How the Pebble Plan software works.  

  • How it makes business planning easier for your clients

  • How it prepares them for financing

  • How it identifies potential problem areas to before they give you a flawed plan

  • The built-in curriculum & how users get help

  • The business plan format and how it saves you time

  • The specific value & benefits Pebble Plan can provide for you & your organization 

  • Whatever other questions you have