Problem: Assist in writing a brief business plan - a plan that is good enough to persuade the audience. It needs to be a generic mortgage sales business plan. Below is just an example the plan does not have to be the same. Something short and simple, usage of at least one graph or chart can be used.
A. Business
1. Description of business
2. Marketing
3. Competition
4. Operating procedures
5. Personnel
B. Financial data
1. Loan applications
2. Capital equipment and supply list
3. Balance sheet
4. Profit and loss statements
5. Three-year summary
6. Detail by month, first year
7. Detail by quarters, second and third year
8. Pro-forma cash flow
C. Supporting documents
1. Tax returns of principals (partners in the business) for last three years, personal financial statements (all banks have these forms)
2. Copy of proposed lease or purchase agreement for building space
3. Copy of licenses and other legal documents
4. Copy of resumes of all principals
5. Copies of letters of intent from suppliers, etc.