Each of our partnering banks are ready and willing to help our clients with their small dollar need and additional banking information upon request. Have your client choose a UMB Bank based on location and additional services.
UMB Plaza Branch- 4920 Main St., Kansas City, MO 64112
M-F 9:00 AM-5:00 PM
Sa 9:00 AM-12:00 PM
Debbie Clatanoff, (816) 960-3200
The Loan Referral Form should be completed by the Referral Partner. This form serves as the client's "referral" and authorization to share personal information as it pertains to the loan. The completed form MUST be signed by the client (potential borrower) and Referral Partner.
Please have your client complete the online Client Demographics Form. The contact information is required, however the demographics portion of the survey is not.
Please complete the information below for each referral. Submission of this form is required and will be verified as a part of the underwriting process.