SBA Mastery: Broker Cash Flow Analysis
- 1 Section
- 6 Lessons
SBA Mastery: Broker Cash Flow Analysis
- Module #1 – Understanding Cash Flow in SBA Lending
- Module #2 – Identifying Cash Flow Risks and Red Flags
- Module #3 – Industry-Specific Cash Flow and Borrower Positioning
- Module #4 – Improving Borrower Cash Flow for SBA Readiness
- Module #5 – Visualizing and Communicating Cash Flow to Lenders
- Capstone Project: Cash Flow Decision Summary
SBA Mastery: Broker Cash Flow Analysis is your step-by-step training on interpreting financials the way SBA underwriters do. You’ll learn how to read tax returns, identify add-backs correctly, evaluate business viability, and calculate true global cash flow to predict whether a deal will pass underwriting.
This course removes the guesswork from deal placement. Whether you’re reviewing Schedule C filers, partnerships, S-Corps, C-Corps, rental portfolios, or multi-entity borrowers, you’ll learn exactly how lenders determine repayment ability, DSCR, and global strength.
With these skills, you can immediately identify strong files, restructure borderline deals, and stop submitting packages that were never bankable to begin with.
Perfect for brokers who want to:
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Analyze financials like an SBA underwriter
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Interpret tax returns clearly and accurately
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Boost approval rates by submitting cash-flow-verified deals
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Build credibility with lenders through stronger packaging
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Related Courses
SBA Mastery for Brokers
Analyze and structure SBA loan requests for credit alignment and lender appeal.
Apply underwriting standards to borrower and business evaluations.
Develop lender-ready submissions with compliant documentation.
SBA Mastery: Broker Tax Analysis
Introduction to Financial Analysis for Brokers
Understanding Borrower & Business Income
Entity & Ownership Impact on Eligibility
