We’re here to make your job easier

Let’s get started!                                                                      The SBA Complete 5-Step Process to achieve SBA Success for Loan Officers and Business Development Officers                    We have prepared the following 5-step process to help you    

as a lending professional most effectively and most efficiently  

make use of the services we offer your institution. Working with  

SBA Complete is SIMPLE. You can get started today by

completing this short questionnaire and getting it over to us.

The whole point is for us to do the heavy lifting for you so you

can focus on moving on to the next deal.

Working with SBA Complete is nice and easy

                               STEP 1  Screen your potential SBA loan. Answer these 9 QUICK questions about the borrower.

 

     1) Loan amount requested $ __________________________

   2) Use of loan proceeds

   

Purchase Real Estate ____________________________

Property Improvements ____________________________

Purchase Equipment ____________________________

Purchase Furniture/Fixtures ____________________________

Purchase Inventory ____________________________

Debt Refinance ____________________________

Business Acquisition ____________________________

Working Capital ____________________________

   3) Down Payment ____________________________

Use SBA loans to easily increase your production

and let us do all the work!

 

               

4) Collateral – what type of collateral is the borrower willing to pledge to secure the loan?

 Real Estate $__________________________

Machinery/Equipment $__________________________

Inventory $__________________________

Other $__________________________

   

5) Target funding date ____________________________      

6) Business type or industry ____________________________      

7) Years in business or experience ____________________________      

8) Owner User/Owner Operated. If this is a real estate purchase will

the borrower occupy 50% or more of the property? YES or NO

   

9) Location ____________________________      

STEP 2  

Once you have answered these 9 questions, email them to us and let’s set up a call to review the answers and determine if we have a deal.

STEP 3  We will work with you to get a proposal generated that will outline the rates and terms of the deal to your borrower. The proposal will also request a deposit be collected in order to get the borrower to commit to your bank. The standard deposit amount is $2,500.

     STEP 4  Once the borrower has reviewed the proposal and is ready to move forward please gather the items on the materially complete credit file checklist. These items can be forwarded to SBA Complete via our secure file transfer system. We will take it from there!

     STEP 5  Once the package is complete, our underwriting staff will begin preparing the credit memorandum for approval by your institution.

     

We’ll take it from here. On to the next deal for you! Call or email me anytime!

   

Call  o                  

Paul  Foster  310-­‐775-­‐2432  pfoster@sbacomplete.com  www.sbacomplete.com