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HOW PEBBLE PLAN HELPS BANKS & CREDIT UNIONS

Thank you for taking a few minutes to learn a little more about Pebble Plan, and why working with us to help your small business clients plan their growth and get ready for the lending process is one of the best things you can do for them, and for yourself. 

 

We understand that adding a new resource to your banking tool-kit may not be what you planned on doing today, and that change can be uncomfortable at first, but we promise that if you take a few minutes to read a few more sentences and watch a few videos, the time invested will be returned to you many times over with the first client you partner with us on.  

Here's what it boils down to:  Most bankers would love to consistently get highly detailed, data focused, easy to read business plans that let loan officers make decisions faster.  But, because most business plans don't check any of those boxes, loan officers have had to settle for less so they could get loan applicants through the process. 

Similarly, most bankers would love to have a resource that helps small business borrower in crisis make changes faster and try to avoid default, without forcing the banker to get too involved in the business.  But, because borrowers in crisis seldom ask for help before they absolutely have to, loan officers often end up jumping in to help after it's too late. 

What if they didn't have to settle for poorly written business plans that make them dig the relevant facts and figures out of a 20 page story?  And what if there was easy-to-use software that could help borrowers recognize big problems in their operations and financials before it was too late?  Would it be worth doing things a little differently?  If the software also made the lending process faster and easier, would that be worth making some small changes?  

If no more settling sounds good to you:  We encourage you to watch the videos below to learn more about what we do and how we do it.

How Pebble Plan Helps Banks

How Pebble Plan Helps Banks

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We also have a program where we help banks & credit unions source new potential lending clients via introductions we make to the business owners using our service.  We didn't mention it in the videos because this service is still in beta testing, but if you would like more information about this please let us know. 

 

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