Current Customer Info and Resources

Current Customers
So, you've closed your loan. Congratulations!
We are excited to welcome you into the CEF family. 

On this page, you will find information on all you need to know throughout the life of your loan like: how to make a payment, what to do if you need to make a change to your account, how to utilize our free business coaching services via our Business Acceleration Services (BAS) team, and more.

Information On Servicing Your Loan

Below are common situations that you may encounter over the life of your loan.


Changes to Your Account

  • Can I change the bank account used to make payments or my address on file?
    • Yes! You can always update your information with us to change the account from which we pull your payments.
    • If you've had a change in business ownership or guarantor, if you have a change in your business or personal address, or if you sold or refinanced your house or car that we have a lien on, we need to update our files to reflect those changes.
  • You can always contact us about payments at

Making Payments

Having trouble making payments? Need to modify your payment schedule? Contact servicing @

Requesting Payoff Statements

If you've paif off your loan and need to request your payoff statement, please contact servicing@


Free Business Advising

As a CEF customer, you can schedule one-on-one sessions with our Business Acceleration Services (BAS) Advisors, plus access an online library of free, downloadable workbooks and more, for the life of your loan.

[schedule a meeting]

Business Planning
Sales & Marketing
Finance & Accounting
Cash Flow & Profitability
Human Resources & Legal
Technology & Business Software

Meeting with our Business Acceleration Services (BAS) team

Our in-house team of success advisors are here to help you develop good habits, the right structure, and the confidence and knowledge to grow – all free of charge.

These advisors are experts in their fields and will help you to reduce small business risk and support your long-term success through personalized, one-on-one business advising and coaching. 

Take your initial business assessment with your advisor by scheduling a meeting below. They will then work with you to build a customized road map of the next steps to move your business forward and meet with you, over the duration of your loan, for continued learning and growth.

Schedule a Meeting Contact Us

Access Our Online Small Business Education Library

In addition to meeting with your small business advisor, you can always access our free online small business educational library from the comfort of your own home and computer. Download workbooks, guides, and more for your small business - all free of charge.

Become a CEF Ambassador!

Share Your Story

Your story matters. It can help us get more funding to help more small businesses, all while gaining visibility for your brand.

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Join Our Small Business Directory

We want to encourage others to #shopsmall. Enter your info to our small business directory to allow others to discover yours.

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Leave Us a Review

It is our goal to provide a positive experience for each of our customers. We hope you'll consider leaving us a review sharing your experience.

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Interested In a Second Loan?

We're happy to hear that you may consider us for another loan for your small business. Our Lending Team will be happy to work with you to understand your current needs and come up with a loan product fit for your small business.
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