Essential
$7,500/mo
- Deal sourcing support
- Basic ClearPath credit review
- Monthly dashboard report
CDFIs • Community Banks • Mission Finance
Institutional grade underwriting, risk control, and deal flow acceleration built for leaders who want growth with discipline.
Book a 30-minute ConsultationWe work exclusively with SBA Preferred Lender Program (PLP) participants and SBA-approved direct lending institutions for SBA loan transactions.
Designed specifically for CDFI executives and community bank presidents, our platform accelerates sustainable impact lending without the overhead of new hires. We transform your existing teams into scalable lending machines by providing focused credit expertise, agile deal structuring, and compliance-ready documentation.
The ClearPath Analysis Framework is a systematic 4-step process that integrates underwriting discipline with portfolio growth objectives: Clarify loan purpose and borrower profile, Validate credit structure, Execute compliant terms, and Optimize performance with ongoing monitoring. It aligns your CDFI or community bank strategy to both impact metrics and risk thresholds.
Executed more than 500 approved SBA transactions with community lenders.
Proven track record in low-risk credit delivery for mission-driven lenders.
Direct experience with SBA SOP, CFPB, and state CDFI reporting requirements.
$7,500/mo
$12,500/mo
$20,000/mo
Reserve a Cal.com slot today and start building your ClearPath partnership.
Select a slot and connect directly with our underwriting team.
Book on Cal.comSBA Lending Network is compensated for underwriting services with a fee that is agreed upon in advance as part of the program engagement. Separate from underwriting, we may receive a brokerage referral fee of 1-3% at closing when we introduce qualified loans to partner lenders and investors. All fees are disclosed up-front and aligned with your fiduciary goals. Payment terms are defined per engagement letter and final closing documentation.