Welcome to the next generation of user friendly technology to support effective SBA lending for any level of subject matter expertise!

Our Service

sbaOpen is a web-based service* that facilitates the SBA lending process and has redefined the packaging and servicing of SBA Loans. sbaOpen’s comprehensive design allows your staff one-stop functionality across the entire SBA loan life - from warm lead to closing, servicing and sale.

sbaOpen’s intuitive process has been designed to provide a complete solution for SBA lenders across eight interconnected modules. Five core modules - Gather, Analyze, Approve, Close and Fund provide a complete solution for lenders to take an applicant from a 'warm lead' to a fully funded client, while three additional modules - Service, Workout and Sell - provide a platform for loan servicing, liquidation and guarantee purchase and selling loans into the secondary market.

SOPs Online

sbaOpen also provides access to all relevant SBA SOPs in an online format. We've uploaded the information without changing any of the original content. If you are here to use our SOPs Online feature, please register with us today (Click here or see the top right corner of this page), or log in with your username and password to get access!

*Note: sbaOpen is currently in a BETA testing phase. The core modules (Gather, Analyze, Approve, Close and Fund) are available for use now. Service, Workout and Sell are in development and will be made available in 2010.

Core Modules

Advanced Modules

Service
  • Track the Loan and Perform SBA Reporting and Servicing Actions, Including 1502
  • Streamline Servicing Actions, Automatically Prompt for Levels of Lender Authority
  • Define Customized Reminders to Ensure the Highest Quality Service and Performance
Workout
  • Focuses Your Staff on Intensive Servicing, Liquidation or Guarantee Purchase
  • Suite of Tools to Track and Manage Intensive Servicing Actions for Difficult Loans
  • Access to All Necessary Resources for Liquidating Loans and Completing the SBA Guarantee Purchase Process
Sell
  • Connects Your Staff to the Secondary Market
  • Facilitates the Sale of the Loan Guarantee on the Secondary Loan Market