Loan Packaging

sbaSTRATEGIES works with the lender and their client to professionally prepare the entire loan application, increasing your chances for obtaining loan approval.

Services:
Support SBA 7(a), SBA 504 and USDA lending programs.
Collect necessary information to populate appropriate SBA forms.
Complete all SBA required compliance documentation for SBA approval and closing of the loan transaction.

Benefits:
Reduce turnaround time due to sbaSTRATEGIES’s expertise and technology.
Refocuses bank personnel to core tasks.
Increase SBA lending capacity.
Avoid the pitfalls!

Process:
Small business owner approaches bank branch inquiring about a loan. Bank loan officer provides initial consultation and collects qualification checklist items. Bank loan officer contacts a sbaSTRATEGIES Loan Packaging Specialist to discuss potential deal structure and transmits application information.

sbaSTRATEGIES completes loan structure and eligibility opinion, then sends a packaging proposal and checklist of items needed to move forward.

Lender contacts sbaSTRATEGIES with internal bank approval.

sbaSTRATEGIES completes all loan application documentation for SBA submission.
sbaSTRATEGIES works with all the SBA Processing Center offices for final approval.
sbaSTRATEGIES completes all loan documentation for SBA/bank compliant closing.

What Will it Cost?
Because applications vary in degree of complexity and will require additional paperwork to prepare, we will assess your project and estimate the hours necessary to complete it and commit to a price before work begins.