Windsor Advantage

Credit Elsewhere Analysis for the SBA Loan Credit Memo: Updated 2024

By Alex Stuart, Quality Control and Project Manager, Windsor Advantage What lenders need to know about the SBA’s renewed focus on the credit elsewhere analysis, and how to write more efficient analyses for the SBA loan approval process. The credit elsewhere analysis is a required component of the SBA 7(a) loan credit memo and must […]

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Key Elements of an SBA Credit Memo to Ensure a Smooth Loan Approval Process

UPDATED May 30, 2024 to reflect current SBA guidance. Credit memos are critical to a loan application as they help tell the story of a borrower, their business and how the loan will be used. This story is then evaluated by the bank and the SBA to determine whether the loan will be approved or

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PDF Download: Overview of SBA Loan Guaranty Programs for FY 2024

New to the SBA space? In addition to the popular 7(a) Loan Program, SBA offers a number of financing programs for SMB owners dependent on eligibility. The below chart was recently shared by SBA. This chart outlines a high level overview of the latest eligibility requirements and loan proceed amounts available for each SBA financing

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2023 SBA Secondary Market Premiums: Market Outlook

in partnership with Ben Clark, FHN Financial and Matt Saslawsky, Windsor Advantage GGL Sales Associate In this report: key themes of SBA secondary market performance in 2023, factors shaping the outlook for 2024, and the ripple effect of recent SOP changes that lenders should watch. I. Overview of 2023 SBA Loan Secondary Market Performance: SBA

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