LOAN KNOWLEDGE

iNCREASING TRANSFERABLE LENDING SKILLS

FOR ALL

for your entire community

Are you an Entrepreneurial Support Organization (ESO)?

We help attorneys, accountants, financial planners, and entrepreneurial supporters so your clients get more of their business loans approved.

We help you know what questions to ask, how to prepare the documentation for a loan, and how to talk to the borrower about the best type of loan for them.

Banks

Bankers have increasing challenges bridging the gap between relating to borrowers and the growth of financial technology. We are your Chief Translation Officer! We help you with knowing how to communicate effectively with your borrowers.

As your strategic partner, we further enhance your team with increased skills and confidence, empowering them to focus on core business.

Business Borrowers

You can “vault your business” forward! If you’re asking, ‘Why can’t I get a loan? Why is the process so complicated? Can anyone help me?’ then you can know we are here for you.

Our team of certified professionals are trained to work with businesses seeking loans, and can help you dramatically improve your loan approvals.

Vault! Consulting may be able to help. We’ve found that bankers, entrepreneurial support organizations, community members, and business owners all have similar goals—more loans! But, these groups often have communication barriers.

“ By giving business loan information to those who will then share it freely with others, we can force multiply and work towards complete, generational knowledge of the lending process inside communities of color.”

-Rebeca Gubbels, Vault! Consulting, founder

Unparalleled and extensive experience working with banks, communities, small businesses, startups, and entrepreneurs

In-person, live training

Online, live training

Keynote speaking

Customized consulting projects

What my clients say

This training helps move the community to a better lending ecosystem. I think any ESO (even the office support people) can benefit from this training. It helps to build empathy, access resources, and overcome the “red-line” of racial barriers and the typical good ole boy syndrome that tells potential business owners to not even try.

The training shifted my mindset of how I typically counsel clients. I thought the bottom-to-top concept and starting with projections is very helpful.

I was unaware of a great deal of the lending restrictions. Now that I have a better understanding, I can share the information with others!

A good foundation on the importance of financials and how to understand critical elements when pursuing funding. Easy to understand/digest.

This training is helpful in offering a fresh perspective on bringing Access to Capital into the Entrepreneurial Support Space in a tangible and actionable way of making funding a more successful venture.

This training is essential to move lending to the next level. Business owners rightly deserve the insight and mindset the course offers, and so do us non-bank lenders!

The combination of info, practical application, wit and industry standards is amazing! The content was pertinent and on point. The material is engaging and thought provoking. The delivery was masterful!!! Love Rebecca’s ability to breakdown accounting terminology in a way laymen can understand the concepts.

The common-sense approach and plain speech. It allows for both the neophyte and the seasoned to refine their skill set and speak in a common language and approach.

I definitely recommend this training for others like myself. This is an opportunity to educate Small Business/Entrepreneurs and best support the “education” we provide. The only way to improve outcomes is to set business up to be successful at the onset. This information helps minimize losses for all stakeholders.

Most borrowers need this information, especially new business owners. Definitely new lenders and ESOs, experienced ESO’s, bankers, lenders need this information.

I absolutely recommend. Very practical and easy to understand. Rebecca takes seemingly complex concepts and makes them easily understandable.

I highly recommend this, especially for those in my role who may not do the actual underwriting but we’re the person that the business owner sees. This was helpful in knowing which questions to ask the business borrower and better identifying whether the loan will go through, etc.

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