Learn To Package SBA Loans The Way Lenders Actually Approve Them.
SBA Mastery Academy trains brokers and entrepreneurs to think like underwriters, structure stronger deals, and walk into the bank with bank-ready paperwork — not guesswork.
For Brokers
Turn SBA into a profitable specialty. Master cash flow, tax return analysis, and packaging so you can place more deals and earn more fees with confidence.
- Understand how underwriters read your files
- Structure deals that clear credit and cash flow tests
- Build a repeatable SBA packaging workflow
For Entrepreneurs
Stop guessing what lenders want. Learn how to read your own numbers, fix bankability gaps, and prepare for SBA funding like a serious borrower — not a credit repair effort.
- Read & interpret your financials like a lender
- Strengthen credit, cash flow, and documentation
- Walk into the bank prepared for real approval
What You’ll Master
Cash Flow Analysis
Learn to analyze tax returns and financial statements the way underwriters do to identify strengths and weaknesses in deals.
SBA Guidelines
Master the specific SBA SOP requirements that lenders follow when evaluating and approving loans.
Deal Packaging
Create bank-ready packages that include all necessary documentation in the format lenders expect.
Credit Structuring
Structure deals to meet credit policy requirements while maximizing approval chances and loan amounts.
Success Stories
“After taking this course, I went from struggling to close SBA deals to having 3 approvals in 60 days. The underwriting perspective was a game-changer.”
“As a business owner, I finally understood what lenders were looking for. I fixed my financials and got approved for $450K when I’d been rejected before.”
“The packaging templates alone were worth the investment. My submission-to-approval ratio improved dramatically because my packages were complete.”
Frequently Asked Questions
How long does it take to complete the course?
Most students complete the core material in 4–6 weeks studying part-time. Since it’s self-paced, you can move faster or slower based on your schedule.
Is this suitable for complete beginners?
Yes. We start with foundational concepts and build up to advanced strategies. Both beginners and experienced professionals benefit from the underwriting perspective.
Do you offer any support during the course?
Yes. We have Q&A support options and a private community space to help you with specific questions about your deals.
What’s included in the course materials?
You get lessons, downloadable templates, deal analysis worksheets, sample loan packages, and ongoing updates as SBA guidelines change.
Ready to Master SBA Lending?
Join brokers and business owners who have transformed their SBA results with a practical, underwriting-first approach to packaging, presenting, and closing stronger deals.
Enroll in SBA Mastery Academy