SBA lending solutions

without hiring staff or incurring capital expenditures

Case Studies

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

OCRM Audit Readiness

Published on March 24th, 2016

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 […]