Experienced SBA loan support you can count on
Let our team take care of the hard stuff, so you can focus on what you do best.
Our Services
Eligibility determination
Review of term sheet, commitment letter and credit memo, and preparation of SBA and IRS forms.
Underwriting
Analyses of creditworthiness, collateral and industry evaluation.
Loan packaging
Review of tax and SBA documents, preparation of draft authorization, E-Tran data entry and submission, screenout, and SBA environmental concurrence.
Loan closing
SBA authorization review with lender and closer; equity injection verification; disbursement review and assistance; 327 actions, and E-Tran document submission.
Secondary market sales
Preliminary bid indication, bid solicitation, preparation of loan sale package for execution, and Gain On Sale spreadsheet.
SBA guarantee purchases
Review of the liquidation/workout plan; “10 Tab” Guaranty purchase package; litigation plans and offers in compromise; expense reimbursement and wrap-up resorts; and semi-annual status reports.
Ongoing servicing and liquidation
Post-closing file review and organization in “10 Tab” format; 1502 assistance; and SBA change requests and servicing actions such as deferments, changes in terms and releases of collateral.
Training for in-house teams
Empower your institution to build as much in-house SBA capability as you like.
Ready to get started?
We’ll work with you directly to discover how our expert team can best support your institution’s unique needs and goals.