Protect Your SBA Guaranty with an SBA Loan Portfolio Review

Our team of experts perform a deep dive into your SBA Loan Portfolio to identify and mitigate the risks that may impact your SBA Guaranty.


Be Confident In The Compliance of Your SBA Loan Portfolio


Receive a List of Action Items to Mitigate Risk


Resolve Any Procedural Issues in Your Institution’s SBA Program

As the SBA increases oversight of lenders, it is more important that ever to ensure that your lending program is conducted according to the SBA’s rules and regulations. When SBA loans are not processed, closed or serviced in accordance with SBA policies and procedures, your guaranty recovery can be diminished through an SBA repair or denial of the guaranty.

Windsor Advantage can help identify any weaknesses in your loan portfolio and recommend corrective lender policies and procedures.

What Are the Common Compliance Issues Lenders Face in SBA Lending?

windsor benefits

Eligibility Requirements

SBA borrowers must pass the
credit elsewhere test and use the loan for an approved use of proceeds.

sba and usda programs

Closing Documentation

There must be proper documentation of equity injection and disbursement procedures. All documentation must be in accordance with SBA policies.

SBA Loan Servicing

Servicing actions, insurance updates and site visits must follow SBA guidelines.

Why Windsor Advantage?

The Nation’s Leading Lender Service Provider

With more than 150 years of cumulative in-house SBA 7(a) and USDA experience, cutting edge systems and rigid controls, the team at Windsor Advantage is uniquely qualified as a lender service provider to support its clients to develop and execute thoughtful and comprehensive SBA and USDA lending programs.

90+ Lenders

In 40 States with $50 billion in capital

$2+ Billion

In funded SBA and USDA loans since 2010


SOC I Type II Since 2010


In servicing, liquidations & compliance

Contact Us to Get Started

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