OneFin Training - Initial Appointment Scheduling

Initial Appointment Scheduling

OneFin Staff Training Module

Stage 2: Formal Qualification Process
45-60
Minutes Duration
2
Format Options
85%
Conversion Rate

📅Appointment Overview

Purpose: Begin formal qualification process with pre-qualified applicants and provide detailed SBA loan information.

Key Objectives

  • Verify initial qualification criteria
  • Educate on SBA loan benefits
  • Collect detailed financial information
  • Set expectations for next steps

📋Pre-Appointment Preparation

  • Review applicant's initial screening data
  • Prepare SBA loan benefit presentation
  • Schedule via preferred method (phone/video)
  • Send calendar invite with document list
  • Confirm appointment 24 hours prior

📄Required Documents for Review

Financial Statements

Last 3 years of business financials

Tax Returns

Personal and business (3 years)

Bank Statements

6 months business & personal

Business License

Current operating licenses

Lease Agreement

Commercial property lease

Articles of Incorporation

Business formation documents

🔄Appointment Flow

Opening (5-10 minutes)

Welcome, introductions, agenda overview, and comfort check for technology (if video call).

Qualification Review (15-20 minutes)

Verify business details, financial position, and loan purpose. Confirm SBA eligibility criteria.

SBA Benefits Education (15-20 minutes)

Present loan programs, terms, benefits, and competitive advantages of SBA financing.

Document Review (10-15 minutes)

Discuss required documents, review what's already provided, identify gaps.

Next Steps & Closing (5-10 minutes)

Timeline expectations, next appointment scheduling, contact information exchange.

💡Best Practices

  • Start with rapport building
  • Use visual aids for SBA benefits
  • Take detailed notes in CRM
  • Address concerns immediately
  • Maintain professional enthusiasm
  • Confirm understanding throughout
  • End with clear action items

⚠️ Common Pitfalls

  • Rushing through benefit explanations
  • Not confirming document availability
  • Failing to set clear expectations
  • Technical issues with video calls

🎯 Interactive Appointment Simulator

Practice your appointment flow with this interactive tool:

Scenario: First-time SBA applicant, manufacturing business, $350K loan request

📊Success Metrics & Follow-up

Track These Metrics:

  • Appointment completion rate
  • Document collection rate
  • Progression to next stage
  • Client satisfaction scores
  • Time to next milestone

Immediate Follow-up Actions:

  • Send appointment summary email
  • Update CRM with detailed notes
  • Schedule document collection deadline
  • Set next appointment if applicable
  • Flag any red flags for review