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.
To ensure a smooth transition, we are working with our lending partners to confirm access. Please email jstutz@bside.org so that we can troubleshoot security settings.
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:
