1

Applicant Identification & Pre-qualification

The potential borrower is identified through our marketing channels and undergoes initial pre-qualification screening to determine basic eligibility for SBA loan programs.

Key Activities: Credit check, business verification, initial eligibility assessment, contact information collection

2

Initial Appointment Scheduling

A call or Zoom appointment is scheduled with the pre-qualified applicant to begin the formal qualification process and provide detailed information about SBA loan benefits.

Duration: 45-60 minutes | Format: Phone or Video Call | Preparation: Basic financial documents review

3

First Appointment - Qualification & Education

During this comprehensive session, we further qualify the applicant and provide detailed information about SBA loan benefits, application process, required documentation, and tax considerations.

Coverage: SBA loan advantages, interest rates, terms, documentation requirements, tax implications, timeline expectations, and next steps

4

Second Appointment - Application Finalization

A follow-up call or Zoom meeting is scheduled to finalize the loan application, complete all required forms, and ensure all necessary documentation is properly submitted.

Activities: Application completion, document verification, final questions, submission preparation, timeline confirmation

5

Quality Assurance & Submission

Our experienced loan processor conducts a thorough review of the application and supporting documents through our Quality Assurance process before official submission to the SBA.

Process: Document verification, application completeness check, compliance review, SBA submission, tracking number assignment

6

Decision Notification

The applicant receives notification regarding the outcome of their SBA loan application with clear next steps based on the decision.

✓ APPROVED

Proceed to closing

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Additional information needed

✗ DECLINED

Alternative options discussed

SBA Loan Application Process

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