Resources

UPDATED: May 19, 2023 for SBA’s Delayed Implementation of Removal of SBA Authorization. Windsor Advantage will continue updating this article with the latest changes as they are announced. In early May the SBA released two procedural notices (SBA Procedural Notices 5000-846607 and 5000-846991) in anticipation of the latest SBA SOP

The SBA’s latest rule, published April 10, 2023, will have a material impact on SBA lenders of all sizes. This high-level overview notes key takeaways from the Final Rule before becoming effective May 11, 2023. Key Takeaways from the most recent May 2023 Procedural Notices are outlined here. The changes

What lenders need to know about the SBA’s renewed focus on the credit elsewhere analysis, and how to write more efficient analyses for the SBA loan approval process. The credit elsewhere analysis is a required component of the SBA 7(a) loan credit memo and must pass the SBA’s standards to

This article is excerpted from The Windsor Advantage Mid-Year Lending Report, a market outlook for government-guaranteed lenders. Lenders that can adapt to processing higher quantities of smaller loans may be better prepared for the future landscape of SBA lending based on 2022 behavior and data. A key initiative for the

This article is excerpted from The 2022 Mid-Year Lending Report, our annual forecast of key market dynamics based on the best data available at the time of publication. Download your copy to access the full report of SBA insights from experienced industry leaders. SBA 7(a) Secondary Market Outlook Secondary market

Temporary changes to the SBA program have enhanced the benefits to borrowers and lenders, making now the ideal time to develop an SBA lending strategy. After helping lenders across the country develop successful SBA programs, we have taken these insights and developed a 4-step Playbook for lenders.  In this whitepaper

Credit memos are critical to a loan application as they help tell the story of a borrower, their business and how the loan will be used. This story is then evaluated by the bank and the SBA to determine whether the loan will be approved or denied. Just as any

  Many lenders source franchise loan opportunities through their established broker relationships. But what if you could source these deals directly from the franchisor themselves and not have to pay a broker fee? In this month’s Thirty-at-Noon webinar, Paul Santomauro from FRANdata provided lenders with guidance on building direct relationships