Once you have verified project eligibility, the first step will be to complete our brief loan submission form. This only takes a few minutes to complete and is the quickest way to SBA approval. However, we are happy to make accommodations to our process should you need additional support.
In order to streamline the application process, we ask that lenders complete a brief a form. Then your project will be paired with a loan officer and you’ll be off to the races.
Whether or not you have all of the required documents, the first step to begin working with us on a project will be to complete our brief submission form.
Questions in the form include:
Submitting a loan only takes a moment to complete. Please be as accurate as possible so that we can request appropriate documents to collect. You can view a comprehensive needs list in the loan application.
After you have submitted a loan, you will receive an email confirmation within one business day. It will include details on next steps and a link to upload documents within our Secure Document Portal.
Initial needs list will include:
Once you have uploaded the requested documents, your project will be reviewed and assigned to a Loan Officer who will begin the underwriting process. They will work with you to request any additional information required for the Loan Review Committee and SBA submission.
The SBA 504 & 7(a) loan programs typically require the following documents:
