Step 4 - Choosing a Lender (UMB)

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

Lobby Hours:
M-F 9:00 AM-5:00 PM
Sa 9:00 AM-12:00 PM

Debbie Clatanoff, (816) 960-3200

Step 5 - Loan Referral

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. 

Small Dollar Loan Referral Form / Small Dollar Loan Referral Form en español

Step 6 - Client Demographics Form

Please have your client complete the online Client Demographics Form.  The contact information is required, however the demographics portion of the survey is not.

Online Client Demographics Survey

Step 7 - Online Tracker

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.

Referral Partner Facilitator *
Referral Partner Facilitator
By entering your name below, you are confirming you're authorized to send referrals on behalf of your organization.