Protect Your SBA Guaranty with an SBA Loan Portfolio Review

Our team of experts perform a deep dive into your SBA Loan Portfolio to identify and mitigate the risks that may impact your SBA Guaranty.

Be Confident In The Compliance of Your SBA Loan Portfolio

Receive a List of Action Items to Mitigate Risk

Resolve Any Procedural Issues in Your Institution’s SBA Program

As the SBA increases oversight of lenders, it is more important that ever to ensure that your lending program is conducted according to the SBA’s rules and regulations. When SBA loans are not processed, closed or serviced in accordance with SBA policies and procedures, your guaranty recovery can be diminished through an SBA repair or denial of the guaranty.

Windsor Advantage can help identify any weaknesses in your loan portfolio and recommend corrective lender policies and procedures.

What Are the Common Compliance Issues Lenders Face in SBA Lending?

Eligibility Requirements

SBA borrowers must pass the
credit elsewhere test and use the loan for an approved use of proceeds.

Closing Documentation

There must be proper documentation of equity injection and disbursement procedures. All documentation must be in accordance with SBA policies.

SBA Loan Servicing

Servicing actions, insurance updates and site visits must follow SBA guidelines.

Why Windsor Advantage?

The Nation’s Leading Lender Service Provider

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

90+ Lenders

In 40 States with $50 billion in capital

$2+ Billion

In funded SBA and USDA loans since 2010

Compliance

SOC I Type II Since 2010

Expertise

In servicing, liquidations & compliance

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

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

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

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

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

"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 and USDA are positive."

"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!"

Contact Us to Get Started

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