A top 100 SBA and USDA lender (by dollar volume) received its first OCRM onsite audit notification and document request list — just three weeks before the examination start date. The OCRM “full review” audit request included strategic documentation such as projections, strategic plans and process documentation, as well as […]
OCRM Audit Readiness Read More »
Windsor Advantage, LLC, a leading provider of services to banks and credit unions, assisted a record number of small businesses in 2015. Windsor bank clients funded $236 million in Small Business Administration (SBA) 7(a) program loans in 2015.
Windsor Advantage Drives Small Business Lending Across 44 States Read More »
Last week we launched our comprehensive 2016 SBA and USDA Loan Market Outlook. At 20 pages, we know this is a lot to digest — so we’ll summarize the key takeaways here, starting with our intent. Why read a 20-page SBA and USDA lending outlook? The day-to-day conversations we have with lender clients often focus
2016 SBA and USDA Market Outlook Brief Read More »
Inaugural Report Recommends Industry-Wide Risk Mitigation Imperative CHICAGO, Feb. 3, 2016 — Increased lender sophistication drove SBA and USDA loan growth last year and will continue to be a major factor in 2016, according to the inaugural SBA and USDA loan market outlook published today by […]
Welcome to our inaugural SBA and USDA Loan Market Outlook, an annual forecast of key market dynamics based on the best data available at the time of publication. As our strategic discussions with lenders naturally focus on the big picture of the SBA and USDA loan market and noteworthy trends we see unfolding in the
2016 SBA and USDA Loan Market Outlook Read More »
Windsor Advantage, LLC, a leading lender service provider to banks and credit unions participating in Small Business Administration (SBA) loan programs, has successfully completed the comprehensive SAS-70/SSAE-16 Type II audit.
Windsor Advantage Achieves Highest Standards in Compliance Read More »
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