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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 11/3/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 11/3/22

The 5 P’s: What people are needed?

SBA lending requires experienced staff, but the demand exceeds the supply, making SBA talent more expensive. Staffing needs depend on loan production levels. Consulting with an SBA expert can help determine staffing requirements and save costs.

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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 9/5/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 9/5/22

The 5 P’s: What is your process?

Establishing a well-documented SBA Loan Policy and Procedures Manual ensures compliance throughout the loan process, giving lenders a competitive edge and attracting more loan applicants.

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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 8/3/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 8/3/22

The 5 “P”s: What is your Plan? Part 3

Understanding the costs and timeline to profitability is crucial when starting an SBA lending platform. Proper budgeting and considering various variables can lead to informed decision-making and success.

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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 7/5/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 7/5/22

The 5 “P”s: What is your Plan? part 2

A stand-alone SBA Credit Policy is essential for an SBA lending program. It ensures SBA compliance, satisfies regulators, guides lending decisions, and facilitates successful recruitment and growth. CCO support is also crucial.

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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 6/3/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 6/3/22

The 5 P’s: What is your plan? Part 1

Having a well-defined plan is crucial for starting and expanding an SBA lending platform. It includes a written SBA credit policy, compliance with SBA requirements, and hiring experienced SBA credit managers for success.

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Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 5/3/22 Best Practices in Starting or Expanding an SBA Lending Platform Juliana Sletten 5/3/22

The 5 “P”s: What is Your Purpose?

This blog series by Tim Terry discusses the strategic benefits and potential profitability of SBA lending, outlining the 5 P's for a successful SBA lending plan.

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