Lender Survey - Loan Origination Criteria

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For Our Lenders: Loan Origination Criteria

Thank you for your feedback! We are always working to ensure our loan origination strategies are tailored to the goals of our lenders.

Please use the form below to provide additional details regarding your current lending interests and criteria. We will use this information to tailor deals submitted to your institution from our Windsor BankLink platform.

"*" indicates required fields

Refining Your New Deals: Additional Credit Criteria (Optional)

Provide a few additional details to facilitate better matches sent to you by Windsor Advantage.

First Name*

Last Name*

Company*

Title

Email*

Phone*

What is your geographical lending footprint?

Nationwide

Alabama

Alaska

American Samoa

Arizona

Arkansas

California

Colorado

Connecticut

Delaware

District of Columbia

Florida

Georgia

Guam

Hawaii

Idaho

Illinois

Indiana

Iowa

Kansas

Kentucky

Louisiana

Maine

Maryland

Massachusetts

Michigan

Minnesota

Mississippi

Missouri

Montana

Nebraska

Nevada

New Hampshire

New Jersey

New Mexico

New York

North Carolina

North Dakota

Northern Mariana Islands

Ohio

Oklahoma

Oregon

Pennsylvania

Puerto Rico

Rhode Island

South Carolina

South Dakota

Tennessee

Texas

Utah

U.S. Virgin Islands

Vermont

Virginia

Washington

West Virginia

Wisconsin

Wyoming

Armed Forces Americas

Armed Forces Europe

Armed Forces Pacific

Do you utilize Loan Brokers for origination volume?

If you do utilize Loan Brokers, do you have an established pricing matrix for maximum fees the Lender is willing to compensate a Broker?

What is your current legal lending limit?

Do you have any preferred/target industries?

Accounting

Acquisition Entrepreneurship

Agriculture

Apparel

Assisted Living

Banking

Biogas

Biotechnology

Breweries

Car Wash

Chemicals

Communications

Construction

Consulting

Dental

Education

Electronics

Energy

Engineering

Entertainment

Environmental

FedEx Routes

Finance

Food & Beverage

Food Supply Chain

Franchise

Government

Healthcare

Hemp

Hospitality

Insurance

Law Firm

Machinery

Manufacturing

Media

Medical

MLM

Money Services

Not For Profit

Other

Parking

Property Mgmt.

Recreation

Renewable Energy

Retail

RV Campground

Shipping

Technology

Telecommunications

Transportation

Travel

Utilities

Optometry

What are your SBA lending goals?

Will you lend to startups?

If the answer to the above is Yes, provide any additional key factors your credit department requires.

Additional Comments and/or Questions:

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For Our Lenders: Loan Origination Criteria

Refining Your New Deals: Additional Credit Criteria (Optional)

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