Loan Packaging LLC

Loan Packaging LLCLoan Packaging LLCLoan Packaging LLC

Loan Packaging LLC

Loan Packaging LLCLoan Packaging LLCLoan Packaging LLC
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Experienced Loan Consulting

Experienced Loan ConsultingExperienced Loan ConsultingExperienced Loan Consulting

Helping your business succeed!

Get in Touch

Experienced Loan Consulting

Experienced Loan ConsultingExperienced Loan ConsultingExperienced Loan Consulting

Helping your business succeed!

Get in Touch

About Loan Packaging LLC

Who is Loan Packaging?

Who is Loan Packaging?

Who is Loan Packaging?

We can assist your business in any of the following commercial financing areas:

  • Are you looking for a loan to expand your business?
  • Does your business need a working capital Line of Credit to ease cash flow or grow inventory for your upcoming busy season?
  • Is it time for you to buy or sell your business?
  • Are you running out of space at your cu

We can assist your business in any of the following commercial financing areas:

  • Are you looking for a loan to expand your business?
  • Does your business need a working capital Line of Credit to ease cash flow or grow inventory for your upcoming busy season?
  • Is it time for you to buy or sell your business?
  • Are you running out of space at your current facility and need to put on an addition? Are you looking for a loan to expand your business?
  • Is it time to build equity rather than pay rent?


For those reasons, or any others, please contact Donna Upson at Loan Packaging LLC, and we will take care of all of your financing needs.


Why Us?

Who is Loan Packaging?

Who is Loan Packaging?

  Since inception, Loan Packaging LLC has helped hundreds of businesses secure over $75,000,000 in financing, with loans ranging in size from $25,000 to $10,000,000.  Working with you, the business owner, we prepare an extensive financial package needed to secure bank financing. This package is then "shopped" to multiple financial institu

  Since inception, Loan Packaging LLC has helped hundreds of businesses secure over $75,000,000 in financing, with loans ranging in size from $25,000 to $10,000,000.  Working with you, the business owner, we prepare an extensive financial package needed to secure bank financing. This package is then "shopped" to multiple financial institutions to find you the best deal. An extensive review of these deals will determine the best for your particular situation - low interest rate, lowest overall pricing structure and most appropriate product offering. Following up on the initial package, we can also help oversee the loan closing process.


Also offering Credit Underwriting, Consulting Loan Officer and CFO services 

Qualifications:

Who is Loan Packaging?

Qualifications:

 

  • With over 30 years of experience in the financial community has earned Donna Upson respect when dealing with all types of business owners 
  • MBA, Babson College, Wellesley, MA
  • Recognized Top SBA 504 lender for several years in New Hampshire
  • Recognized Top NH Business Finance Authority lender in 1999-Capital Access Program

Products & Services

Loan Package


-Assemble complete financing package 

-Interview/shop appropriate financing sources/financial institutions 

-Review proposals/commitments for most appropriate fit 


The Close

 -Coordinate pre-closing requirements: Appraisal, Environmental Site Assessment/Phase I

-Manage SBA process and paperwork 

-Liaise with attorneys and bankers re: conditions for loan closing 

Consulting Loan Officer

Able to structure deals, underwrite loan credits, interact with customer and banker to answer questions and gather missing information, present to Loan Committee and Executive Committee

SBA Submission

Thorough knowledge of Ventures lending platform and SBA portal

CFO

  -High level financial reporting 

-Budgeting/Variance Analysis 

-Strategic Planning 

-Interface with Bank on company's behalf 

-Interface with Accountant 

Bank Consulting

  -Review current banking relationship, terms and conditions, loan documents 

-Make recommendations on debt restructure 

Referrals

Helping Hands Chiropractic

We have worked with Donna on two separate occasions and have truly appreciated her perseverance and knowledge, which helped us secure the necessary financing to grow our business. Donna's willingness to do whatever was needed to get the job done sets her apart from the rest.


Dr.T Douglass, Chiropractor from N. Conway, NH

MJC Machine Corp.

I have known Donna for many years and have used her services twice. She helped my company purchase the building by not only writing the plan and shopping it with the banks, but also coordinating all of the pre-closing requirements. If she had not been involved from start to finish, the deal would never have happened. Her services were invaluable.


M. Baril, owner of manufacturing company in Nashua, NH

 

Chameleons Day Spa

Donna is awesome! She helped me purchase an existing salon-which has been my dream since childhood. She believed in me when no one else did. Her efforts are worth every penny! 


Testimonials:

Donna, Spoke with the bank today. He indicated that he should have a commitment letter later in the week. BTW, I was very impressed with the package you put together. It was professional and had everything the bank needed plus that extra spin! Great job. Thanks for everything. Jay Jacobs-Owner of Manufacturing Co in Nashua NH

Donna, We think what you have put together is outstanding. I appreciate all of your efforts; it is really impressive. Thanks again for everything. I am lucky to have you on our team. 


K. Doubleday, President of a manufacturing company in Boscawen, NH, looking to purchase land and construct manufacturing facility in nearby town.

Donna, We can't thank you enough for your professional advice and successful results. You are a true asset to the small business community. You have a real skill at what you do. You should have no problem achieving 98, even 99% success rate. Sorry this is so late. We've just been so busy and absolutely loving it!      


Penny and Matt Fish, new owners of P&M Vending LLC

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Reviews

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Loan Packaging LLC 978-460-0585

1372 Brush Hill Road, Milton, MA, USA

978-460-0585 donna.upson@loanpackaging.com

Hours

Open today

09:00 am – 05:00 pm

Loan Packaging LLC

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