SBA underwriting | CDFI focus | community bank partner
Your Premier Outsourced SBA Underwriting Partner
We work exclusively with SBA Preferred Lender Program (PLP) participants and SBA-approved direct lending institutions for SBA loan transactions.
CDFIs and nonprofits are engaged as specialty underwriting consulting clients only — not SBA loan origination.
Serving CDFIs, community banks, and small business owners with bank-grade credit teams, compliance-first process, and scalable performance.
$300M+
Underwritten
500+
Deals Closed
13
Years Experience
Nationwide
Coverage
Who We Serve
Three Markets. One Trusted Partner.
Lenders
Community banks & CDFIs
Outsource underwriting capacity while keeping full control of your credit decisions.
Borrowers
$500K+ small businesses
Fast, compliant SBA packaging and underwriting support to improve your approval odds.
Mission Lenders
CDFIs
Scale your impact loan portfolio with disciplined underwriting partnership.
ClearPath Analysis Framework
Our delivery mechanism for consistent quality: Clarify, Validate, Execute, Optimize.
Clarify
Define intent, cash flow, and documentation needs.
Validate
Assess credit risk and compliance readiness.
Execute
Deliver lender-ready packages and closing support.
Optimize
Monitor portfolio and credit performance over time.
Pricing
Starts at $7,500/month
Outsourced underwriting that acts as your internal department — pricing designed for scale.
View Banks PricingGet Started
Ready to Scale Your SBA Lending?
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Or Book a Consultation
Direct scheduling with our underwriting team via Cal.com.
Cal.com Underwriting Scheduling
Select a slot and connect directly with our underwriting team.
Book 30-Minute Consultation