Our goal is to help you stay informed and confident in managing your loan. If you’re unsure about a requirement or anticipating a change in your business, reach out early. We’re here to support you every step of the way. To get started, complete the Borrower Request Form. Give us a call or shoot us an email for more urgent matters.
Staying in compliance with your Small Business Administration (SBA) 504 loan helps protect your investment and keep your financing on track. Your loan closing documents outline the key responsibilities required to remain in good standing, and our team is always here to help you navigate them with confidence.
At closing, you received an SBA approval document, referred to as the Authorization or Terms and Conditions. This document details the core requirements tied to your loan. Those requirements are also summarized in the Borrower and Operating Company Certification you signed at closing. If you need copies of either document, we’re happy to provide them.
Ongoing compliance includes the following:
Because property taxes are not escrowed, it is important to ensure they are paid on time. As part of responsible SBA lending and routine loan servicing, you may also be asked to provide updated financial statements periodically.
Need to get in touch with B:Side’s Portfolio Team? Simply fill our the Borrower Request Form and follow steps to submit your request. We will get back to you within one business day. If you have an urgent matter, please call or send us an email.