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 Pricing

Get Started

Ready to Scale Your SBA Lending?

Fill out the form and our team will be in touch within one business day. Or book a call directly below.

Protected by reCAPTCHA. Privacy & Terms

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