Who We Work With 2017-12-05T22:36:15+00:00

Do Any of These Situations Sound Familiar?

Making Time for Success

I don’t have time to sit and read manuals. I am focused on bringing in good customers. Every time I turn ,SBA changes things. I want to participate in the program, but how do I keep up? How do I make sure that I am doing it right?”

“I am new to SBA Lending. How is it different than what I am doing now? Why do I need these other things; I don’t have to have it for my conventional loans. I have heard people say you have to document SBA loans, but what does that mean? I don’t have time for busy work. Just tell me what I have to do to protect the guaranty.”

“I saw the video on SBAOne, but I am not clear what information I have to have in order to use it. Should I get rid of my software? Does it do a credit memo or Authorization? If I input something incorrectly, can I fix it? I have so many questions!”

SBA One Screenshot
Bankruptcy Words

 “I never had to deal with a bad SBA loan before. How do I get them to honor their guaranty? Do I just send them a letter? Are there certain steps that have to be done if the business closes? How can my staff recognize potential problems before they result in a loss? What do I have to include in a purchase package to get SBA to pay us?”

“I know commercial lending, but I don’t know all of SBA’s terminology or the programs my clients may qualify for. What is CAIP? or Delta? How do I know if I am submitting this loan under any special programs? E-Tran, SBAOne, 7a, 504, SOP, Express, PLP, CLP – it’s all alphabet soup to me!”

You are not the only person who has asked these questions. We understand where you are coming from.

Our Ideal Clients –

  • Community Lenders who do some SBA Lending, or would like to, but don’t have an SBA Department.
  • Institutions that have dedicated SBA Lenders and want to bring them up to speed on the latest changes without breaking the budget.
  • Lenders that want to comply with SBA rules and regulations, but don’t want to spend a lot of time on the process.
  • Lenders who care about doing things right, and care about their clients.


Our philosophy

This isn’t about taking shortcuts or circumventing the system. It is about using available tools to make the process easier.

Now that you know the kind of clients we work with, and the type of issues we have helped them resolve and what our clients need to do to ensure their success, learn more about How We Work.