SBA & USDA Lending Solutions

without hiring staff or incurring capital expenditures

Windsor Benefits

The key benefits to using Windsor as your lender service provider include:

Experience

Extensive SBA and USDA and Government Guaranteed Lending Experience:

  • People: 150+ years of in house experience
  • Volume (Closing): $2 Billion in loans funded over the past 8 years
  • Volume (Servicing): Servicing a $1.0+ Billion loan portfolio
  • National Reach: Loans funded in 50 states

Compliance

Comprehensive commitment to controls and compliance.

  • SOC I Type II certified (past 8 years) with audit opinion
  • Extensive information security policies
  • Annual Network Vulnerability Assessment

Strategy

Windsor partners with lenders to create an innovative and profitable SBA and USDA lending strategy through:

  • Focus: Identify the lender’s key strategic niches, including industry, collateral-type and SBA and USDA program
  • Conversion: Focus on pre-approval services to increase successful conversion from prospect to funding
  • Training: Customized, on-going training program to increase SBA and USDA platform success through a combination of technical knowledge and market insight

Consistency

Efficient, documented and audited processes ensure consistent and effective communication on every transaction.

Efficiency

Highly automated and integrated systems. Best practices operational efficiencies result in increased efficiency ratios.

Continuity

Full access to $2.3 million middle-and-back office support.

Windsor provides Lenders with the outsourced SBA and USDA platform to:

  • Expand product offerings
  • Reduce risk, while increasing profitability
  • Generate significant premium income
  • Increase capital ratios and CAMELS rating
  • Reduce concentrations
  • Increase the size of eligible transactions
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