For advisors and counselors

A sourced starting map for the businesses you help.

If you counsel, finance, or process Michigan small businesses — SBDC or SCORE counselor, chamber staff, lender, commercial broker, or a local front desk — this tool turns a client's plans into a dated call sheet you can both work from.

What it does, in one minute

A client answers questions about what they are opening, buying, moving, or changing. The tool returns an ordered task list — before signing, before building, before opening, after opening — where every task carries the question to ask, the documents to have ready, the office that decides, and the official Michigan source with its review date. See a finished sample call sheet or the restaurant worked example before recommending it.

What a client can verify

It never says the business or site is approved. Unresolved answers become follow-up questions; every call sheet ends with a coverage receipt naming what was checked, what is decided elsewhere, and what was not checked; and every task links to the official source so your client can verify before acting. It is a routing and preparation tool — the agency or local office always makes the final call, and the Terms say so plainly.

Practical ways to use it

Before a site visit or first counseling session, have the client run the route that fits and bring the printed or downloaded call sheet. The “Have ready” lists double as a document checklist for underwriting or lease review, and the unknowns section is a ready-made agenda. Everything works without an account, and the client’s answers stay on their own device instead of being sent to this site. See Privacy.

Linking and feedback

You are welcome to link to any route, guide, or the sample sheet directly — deep links are stable. If a source has moved or a step looks out of date, please use the contact page; reader reports are how stale steps get fixed fastest. This is an independent resource maintained by Emma Rose Holdings LLC, doing business as Michigan Porch, not affiliated with the State of Michigan.

Last updated July 28, 2026.