An innovative SBA Strategy


Borrowers customized SBA Loan Solutions


A guarantee from the US Federal Government


The administrative burden of SBA Lending


Significant fee income

No increase in staff.  No fixed costs.

70+ Banks & Credit Unions

In 27 states with
$50 billion in capital

$900+ Million

In funded SBA loans
Since 2010


Since 2010

Develop an Innovative and Profitable SBA Platform

With more than 150 years of cumulative in-house SBA 7(a) experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified to support its clients to develop and execute a thoughtful and comprehensive SBA lending program.

Comprehensive Outsourced SBA Platform

Windsor delivers its comprehensive services
across the following eight functional silos:

The Benefits

Windsor provides banks the resources to expand product offerings and reduce risk, while increasing profitability.

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The SBA Programs

Windsor provides institutions with a comprehensive solution to participate efficiently and effectively in all SBA 7a sub-programs.

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The Company

Windsor staff have more than 150 years of cumulative SBA experience as both lender service providers and lenders.

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"Working with Windsor allows us to offer the many benefits of SBA lending to our customers, without the significant investment in personnel and systems."

~ Bank, Illinois

"Our partnership with Windsor has proven to be extremely positive for our entire organization and, most importantly, our borrowers."

~ Bank, North Carolina

"Windsor was a pleasure to work with throughout the entire process."

~ Bank, Michigan

"Windsor’s comprehensive knowledge of the SBA, and their deal structure experience, made them invaluable in assisting our bank to navigate through the process…"

~ Bank, Kansas

"Windsor was always by our side, from start to finish. Their assistance with eligibility determinations and structure are both insightful and educational…"

~ Bank, California

"We pride ourselves on customer service. Working with Windsor gives us an additional level of comfort that our relationships with both the borrower and the SBA are positive."

~ Bank, Kansas

"I think I echo everyone’s thoughts on how appreciative we all are for the efforts that the staff at Windsor Advantage put into making this happen. You guys have certainly lived up to your reputation. Thanks again!"

~ Bank, Chicago


Windsor Advantage covers SBA market topics in several types of research publications –
from our SBA blog and case studies to webinars and white papers.

OCRM Audit Readiness

Published on March 24th, 2016 in Case Studies

A top 100 SBA lender (by dollar volume) received its first OCRM onsite audit notification and document request list — just three weeks before the examination start date. The OCRM “full review” audit request included strategic documentation such as projections, strategic plans and process documentation, as well as […]


2016 SBA Market Outlook Brief

Published on February 10th, 2016 by Shawn Andrews in SBA Blog

Last week we launched our comprehensive 2016 SBA Loan Market Outlook. At 20 pages, we know this is a lot to digest — so we’ll summarize the key takeaways here, starting with our intent. Why read a 20-page SBA lending outlook? The day-to-day conversations we have with lender clients often focus on pressing tactical issues […]


2016 SBA Loan Market Outlook

Published on February 2nd, 2016 by Shawn Andrews in White Papers

Welcome to our inaugural SBA Loan Market Outlook, an annual forecast of key market dynamics based on the best data available at the time of publication. As our strategic discussions with lenders naturally focus on the big picture of the SBA loan market and noteworthy trends we see unfolding in the year ahead, this report […]