Mini Loan Program
Forms and Files

SVdP Council home page
SVdP forms and files Public directory for forms and files
 
Reports / Maps
Frost bank locations
Inwood bank locations
Pegasus bank locations
R1 locations
 
Database
MLP database   (restricted access)
MLP database tutorial   (PDF format)
Upload files to MLP record   (restricted access)
Upload files to MLP directory   (restricted access)
 
Forms - (Reminder: loan form needs applicant signature and initials.)
Frost bank loan form
Inwood bank loan form
Pegasus bank loan form
Conversion Loan Monthly Budget spreadsheet (English)     (Spanish)
Emergency Loan Monthly Budget spreadsheet (English)     (Spanish)
MLP survey     Survey in Spanish     When loan is paid off.
MLP savings     MLP savings in Spanish     Savings encouragement letter (template)
Repayment agreement     Letter in Spanish     To be signed only after 2 or more payments missed.
Promise letter    Letter in Spanish     Promise letter
Authorization form     Form in Spanish     Authorization form for monitoring savings and fico
Pre screen for R1 Membership
R1 Membership application
R1 ACH Authorization Agreement
R1 Mini Loan Application Form
 
Process
Conference Referral Form (.pdf)     Conference Referral Form (.docx)
Conference Screening Guide
Protection of confidential information
Loan Status Definitions
Follow up with MLP participants
Follow up document instruction
Emergency Loan guidelines
MLP roadmap
MLP presentation
MLP FAQ
MLP guidelines
ID Verification requirements
Delinquency repayment guidelines
MLP process flow diagram
MLP summary
MLP Documents Checklist
ID required for R1 membership
 
Brochures / Flyers
Bilingual MLP Flyer (docx)
MLP Handout - pdf     MLP Handout - docx
MLP trifold in English (pdf)
MLP trifold in Spanish (pdf)
MLP Flyer in English (pdf)
MLP Flyer in Spanish (pdf)
Bulletin BW - pdf     Bulletin BW - docx
Bulletin Color - pdf     Bulletin Color - docx
Warning brochure - pdf
Poster_English - pdf     Poster_English - docx     Poster_Spanish - pdf     Poster_Spanish - docx    
Financial Freedom Workshop (pdf)
 
Delinquencies
What to do if there are 2 or more delinquent payments
 
Coaching Videos and Worksheets
To see the Financial Freedom coaching videos, open the database and view the file attached to record 2.
MLP Webinar Feb 10, 2022
MLP Webinar Powerpoint Presentation
MLP Home Visit Role Play
What are your goals?
Facilitator guide for video 1 - docx
Money Motivation Survey - pdf
Checking 101 - pdf
Non-Essential Spending Worksheet - docx
What I spend - pdf
What I Spend Worksheet - pdf
Track Expenses Daily - pdf
Track Expenses Weekly - docx
 
Miscellaneous
Coaching Handbook by Catholic Charities for SVdP
Financial Survival in Difficult Times
Annual Budget Spreadsheet
SVdP OneUp video (45 seconds)

The Monthly Budget form is for anyone who could benefit from looking at their monthly income and expenses.
It is in .xls format in case you want to modify it for your use.