How It Works
A Clear Path from Application to Closing
Whether you’re a business owner seeking SBA financing or a lender looking for reliable deal flow, our process is designed for speed, transparency, and results.
For Borrowers
Your Path to SBA Funding
From first contact to funded—here’s how we help business owners secure the right SBA loan.
Apply Online
Complete our brief intake form with your business details and financing needs. It takes less than five minutes.
ClearPath Analysis
Our team runs your deal through the ClearPath Analysis Framework—a structured review of eligibility, cash flow, collateral, and SBA program fit.
Pre-Approval Strategy
We identify the strongest loan structure, flag any gaps, and build a plan to address them before presenting to lenders.
Lender Match
Your packaged deal is matched to the right SBA lender from our network—one whose appetite, geography, and credit box align with your profile.
Closing
We stay involved through underwriting, SBA authorization, and closing to make sure nothing falls through the cracks.
For Lenders
Scale Your SBA Program
We become an extension of your team—delivering deals, underwriting support, and compliance expertise.
Consultation
We learn about your institution's goals, current SBA volume, risk appetite, and capacity constraints.
Integration
Our team plugs into your existing workflow—handling origination support, underwriting, or both—so there's no disruption to your operations.
Qualified Deal Flow
We deliver pre-screened, ClearPath-analyzed deals that fit your credit box. No junk leads. No wasted credit committee time.
Underwriting & Compliance Support
From credit memos to SBA authorization checklists, we provide the underwriting bandwidth your team needs to close more loans.
Questions About the Process?
Every deal is different. Reach out and we’ll walk you through exactly how we can help with your specific situation.
Contact Us