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What We Do
We provide consulting services to banks which need help with the many complexities of the SBA 7a and USDA commercial loan guarantee programs.
Services We Provide
- presentations, both oral and written, to the bank's executive committee and loan officers
- assistance with out-reach and marketing efforts for the programs
- helping bank loan officers and staff identify and properly structure potential loans
- thoroughly vetting any proposed loan for eligibility issues
- guidance on pricing the loans to meet the goals of the bank and the borrower
- assistance with issuance of complete and accurate term sheets
- input on specialized due diligence and underwriting requirements
- guidance on special forms and formats which are program requirements
- review of all underwriting, both form and substance
- review and assistance with the guarantee application documents
- help with questions and requests from the USDA or SBA regarding the application
- guidance regarding specialized third party report requirements
- assistance with all aspects of the closing process, including specialized documentation
- solicitation of bids for the sale of the loan guarantee
- preparation of forms for the secondary market sale
Process
We take you through the process, step-by-step. We are flexible in our approach and will do whatever it takes to help you get the loan structured, committed, approved, closed, and sold in an efficient way.