Loan Placement

Often times a business owner may not have an established  banking relationship or know the best place to secure business financing. Our role in this instance is to help secure the right financing for your specific project with a lender that will be there as your  business continues to grow. We understand that the most important loan is your loan, so let us help secure the financing that is right for you and your business!

As an Intermediary and through our varied relationships, we are able to help secure the most favorable terms for our clients. We have the advantage of being able to analyze your individual situation and find the lender that best meets your needs. Whether that is finding the absolute best pricing available or helping secure financing for a unique opportunity, we stand ready to help!

Packaging, Loan Eligibility and Loan Analysis

Not only do our referral partners and borrowers count on us to locate the best financing for their opportunities, but we also provide loan packaging services to many of our lender relationships.

Many lenders that wish to provide SBA loans to their clients with the assistance of an SBA 7(a) or SBA 504 loan but often do not have the expertise or resources to do this in house. In these cases we provide loan packaging services and help obtain a loan Authorization from SBA on behalf of our lending partner.

In the case of a SBA 504 Loan, which is a participating loan, we guide the lender and borrower through the process to help ensure the Authorization and necessary documentation approvals are obtained from the SBA. An SBA 504 Loan requires the role of a Certified Development Company (CDC).

Start to Finish - Closing, Loan Sales and Servicing

Our expertise does not just get our borrowers and lenders the necessary approval, our expertise also ensures that the closing process is monitored and facilitated efficiently to ensure the loan closing occurs as quickly as possible. Ensuring that the loan is closed in compliance with the SBA Authorization is imperative and our team helps guide you through that process. Once a loan is approved, closed and booked we offer full back office support for 7(a) loan sales and servicing beyond the close. We can help facilitate the sale of the loan to Secondary Market Investors by getting the best bid possible on a particular loan and then preparing the required documents to help the sale happen as soon as possible.  

Monitoring and reporting for SBA compliance purposes can be tricky and with a complete complement of services we can provide support from start to finish including ongoing reporting and servicing actions on your existing portfolio. If your bank is interested in outsourcing some or all of your back office duties for 7(a) loans, give us a call. After all, we are “Your Once Source for SBA Lending!"

Referral Opportunities

As a consultant (real estate professional, CPA, business broker, financial advisor) you have a responsibility to ensure your clients get the result they hired you to obtain. Our role is to help you achieve that result by providing the most efficient process and most timely closings available in the industry. If you are advising your clients let our 20 plus years of SBA experience help you help them! After all, it is the end result that counts!

As an Intermediary and through our varied relationships, we are able to help secure the most favorable terms for your clients. We have the advantage of being able to analyze your clients' individual situations and find the lender that best meets their needs. Whether that is finding the absolute best pricing available or helping secure financing for a unique opportunity, we stand ready to help!