Intermediate
Broker FEATURED

SBA Mastery for Brokers

Overview
Curriculum
  • 13 Sections
  • 145 Lessons
  • 34 Quizzes
  • 12h Duration
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Welcome to SBA Mastery Essentials – Broker Edition
1 Lesson
  1. Welcome to SBA Mastery – Broker Edition
1. The SBA Broker’s Role in the Lending Ecosystem
16 Lessons4 Quizzes
  1. Module #1- SBA Broker vs Packager vs Lender Distinctions
  2. Lesson 1: The SBA Lending Ecosystem
  3. Lesson 2: The SBA Broker’s Role
  4. Lesson 3: The SBA Packager’s Role
  5. Lesson 4: The SBA Lender’s Role
  6. Lesson 5: Collaboration Across Roles
  7. Module #1 Quiz: SBA Roles and Responsibilities
  8. Module #2- Revenue Models, Fee Structures, and Ethical Practices
  9. Lesson 1: Understanding SBA-Approved Revenue Models
  10. Lesson 2: Structuring and Disclosing Fees
  11. Lesson 3: Ethical Standards and Professional Conduct
  12. Lesson 4: Real-World Application
  13. Module #2 Quiz : Revenue Models and Ethics
  14. Module #3: Broker Compliance Under SBA Guidelines
  15. Lesson 1: Understanding SBA SOP 50 10 and Compliance Frameworks
  16. Lesson 2: Documentation Standards and Audit Readiness
  17. Lesson 3: Prohibited Conduct and Broker Ethics
  18. Lesson 4: Building a Broker Compliance Culture
  19. Module #3 Quiz: Broker Compliance Under SBA Guidelines
  20. Module #3 Quiz: SBA Loan Programs and Eligibility
2. SBA Loan Program Matching and Structuring
15 Lessons3 Quizzes
  1. Module #1: Advanced Overview of SBA 7(a), 504, and Express Loans
  2. Lesson 1: Understanding the SBA 7(a) Program
  3. Lesson 2: Understanding the SBA 504 Program
  4. Lesson 3: Understanding the SBA Express Program
  5. Lesson 4: Comparing SBA Loan Programs for Borrower Fit
  6. Module #1 Quiz: SBA 7(a), 504, and Express Loan Programs
  7. Module #2: Loan Size, Terms, and Collateral Parameters
  8. Lesson 1: Determining Appropriate Loan Size
  9. Lesson 2: Understanding SBA Loan Terms
  10. Lesson 3: Collateral and Personal Guarantee Requirements
  11. Lesson 4: Balancing Loan Terms, Size, and Security
  12. Module #2 Quiz: Loan Size, Terms, and Collateral Parameters
  13. Module #3: Matching Borrowers to the Appropriate SBA Product
  14. Lesson 1: Assessing Borrower Needs and Business Type
  15. Lesson 2: Aligning Loan Purpose with SBA Programs
  16. Lesson 3: Evaluating Borrower Financial Strength and Creditworthiness
  17. Lesson 4: Presenting Borrower Profiles to Lenders
  18. Module #3 Quiz: Matching Borrowers to the Appropriate SBA Product
3. Advanced Borrower Intake and Qualification Process
12 Lessons3 Quizzes
  1. Module #1: Broker Intake Systems for SBA Applications
  2. Lesson 1: Establishing a Standardized Intake Process
  3. Lesson 2: Data Verification and Borrower Qualification Screening
  4. Lesson 3: Intake Technology and CRM Integration
  5. Module #1: Broker Intake Systems for SBA Applications Quiz
  6. Module #2: Business and Personal Documentation Workflows
  7. Lesson 1: Required SBA Business Documentation
  8. Lesson 2: Required Personal Documentation
  9. Lesson 3: Document Collection and Workflow Management
  10. Module #2: Business and Personal Documentation Workflows Quiz
  11. Module #3: Red Flag Identification During Intake
  12. Lesson 1: Recognizing Eligibility Red Flags
  13. Lesson 2: Identifying Financial Red Flags
  14. Lesson 3: Detecting Behavioral and Documentation Red Flags
  15. Module #3: Red Flag Identification During Intake Quiz
4. Cash Flow and Debt Service Coverage Analysis
12 Lessons3 Quizzes
  1. Module 1: Understanding DSCR and Its Influence on Loan Approvals
  2. Lesson 1: What DSCR Measures and Why It Matters
  3. Lesson 2: How Lenders Use DSCR in Decision Making
  4. Lesson 3: Improving DSCR through Structural Adjustments
  5. Module #1 Quiz: Understanding DSCR and Its Influence on Loan Approvals
  6. Module #2: Adjusting Income and Reconciling Tax Returns
  7. Lesson 1: Understanding the Need for Reconciliation
  8. Lesson 2: Identifying Legitimate Add-Backs
  9. Lesson 3: Presenting Reconciled Financials to Lenders
  10. Module #2 Quiz: Adjusting Income and Reconciling Tax Returns
  11. Module #3: Calculating Global Cash Flow for Complex Borrowers
  12. Lesson 1: Understanding Global Cash Flow
  13. Lesson 2: Building a Consolidated Global DSCR
  14. Lesson 3: Presenting Global Analysis in Loan Packages
  15. Module #3 Quiz: Calculating Global Cash Flow for Complex Borrowers
5. SBA Credit Standards and Underwriting Review
13 Lessons3 Quizzes
  1. Module #1: Understanding SBA SOP Underwriting Guidelines
  2. Lesson 1: Overview of the SBA Underwriting Framework
  3. Lesson 2: Core Elements of SBA Credit Evaluation
  4. Lesson 3: Common SBA Underwriting Red Flags
  5. Module #1 Quiz: Understanding SBA SOP Underwriting Guidelines
  6. Module #2: Evaluating Management Strength, Repayment Ability, and Collateral
  7. Lesson 1: Assessing Management Experience and Capacity
  8. Lesson 2: Evaluating Repayment Ability and Cash Flow Strength
  9. Lesson 3: Collateral and Secondary Repayment Sources
  10. Module #2 Quiz: Evaluating Management Strength, Repayment Ability, and Collateral
  11. Module #3: Underwriting Narrative Development
  12. Lesson 1: Purpose and Structure of the Underwriting Narrative
  13. Lesson 2: Writing Persuasive but Compliant Narratives
  14. Lesson 3: Integrating Financial Analysis and Risk Mitigation
  15. Module #3 Quiz: Underwriting Narrative Development
  16. Activity (Applied Exercise for Section 5):
6. Loan Structuring and Collateral Strategies
12 Lessons3 Quizzes
  1. Module #1: Collateral Substitution, Partial Guarantees, and Third-Party Pledges
  2. Lesson 1: Understanding SBA Collateral Policy
  3. Lesson 2: Applying Collateral Substitution Strategies
  4. Lesson 3: Understanding Partial Guarantees and Third-Party Pledges
  5. Module #1 Quiz: Collateral Substitution, Partial Guarantees, and Third-Party Pledges
  6. Module #2: Equity Injection Verification and Documentation
  7. Lesson 1: Understanding Equity Injection Requirements
  8. Lesson 2: Verifying and Documenting Source of Funds Objectives:
  9. Lesson 3: Presenting Equity Injection for Underwriting
  10. Module #2 Quiz: Equity Injection Verification and Documentation
  11. Module #3: Loan Structuring for Multiple Entities or Affiliates
  12. Lesson 1: Understanding SBA Affiliate Rules
  13. Lesson 2: Structuring Loans Across Multiple Entities
  14. Lesson 3: Documentation and Compliance for Complex Structures
  15. Module #3 Quiz: Loan Structuring for Multiple Entities or Affiliates
7. Packaging Compliance and SBA Form Mastery
15 Lessons3 Quizzes
  1. Module #1: Correct Use of SBA Forms 1919, 413, 159, and 912
  2. Lesson 1: SBA Form 1919 – Borrower Information Form
  3. Lesson 2: SBA Form 413 – Personal Financial Statement
  4. Lesson 3: SBA Form 159 – Fee Disclosure and Compensation Agreement
  5. Lesson 4: SBA Form 912 – Statement of Personal History
  6. Module #1 Quiz: Correct Use of SBA Forms 1919, 413, 159, and 912
  7. Module #2: Avoiding Packaging Errors that Trigger Delays or Denials
  8. Lesson 1: Recognizing the Most Common SBA Packaging Errors
  9. Lesson 2: Document Consistency and Verification
  10. Lesson 3: Form Accuracy and Version Control
  11. Lesson 4: Presentation Standards and Lender Readiness
  12. Module #2 Quiz: Avoiding Packaging Errors that Trigger Delays or Denials
  13. Module #3: Digital File Organization and Submission Best Practices
  14. Lesson 1: Establishing a Digital File Hierarchy
  15. Lesson 2: File Naming and Labeling Conventions
  16. Lesson 3: Secure File Handling and Encryption
  17. Lesson 4: Submitting Through Lender and SBA Portals
  18. Module #3 Quiz: Digital File Organization and Submission Best Practices
8. Lender Relationships and Placement Strategies
12 Lessons3 Quizzes
  1. Module #1: Building a Lender Network and Tiering Relationships
  2. Lesson 1: Identifying Lender Categories and Relationship Tiers
  3. Lesson 2: Evaluating Lender Appetite and Relationship Alignment
  4. Lesson 3: Establishing Communication and Submission Standards
  5. Module #1 Quiz – Building a Lender Network and Tiering Relationships
  6. Module 2: Understanding Lender Credit Boxes and Placement Fit
  7. Lesson 1: Interpreting Credit Box Criteria and Risk Appetite
  8. Lesson 2: Assessing Borrower Fit and Mitigation Potential
  9. Lesson 3: Repositioning Borrowers After Declines
  10. Module #2 Quiz – Understanding Lender Credit Boxes and Placement Fit
  11. Module #3: Presenting Deals to Lenders for Optimal Results
  12. Lesson 1: Crafting Effective Lender-Ready Presentations
  13. Lesson 2: Submission Organization and Professional Follow-Up
  14. Lesson 3: Ethical Management of Parallel Submissions
  15. Module #3 Quiz – Presenting Deals to Lenders for Optimal Results
9.Terms, Conditions, and Negotiation Strategies
12 Lessons3 Quizzes
  1. Module #1: Interpreting SBA Loan Terms and Conditions
  2. Lesson 1: Core SBA Loan Terms and Financial Implications
  3. Lesson 2: Common Loan Conditions and Borrower Obligations
  4. Lesson 3: Negotiable and Non-Negotiable Terms
  5. Module #1 Quiz – Interpreting SBA Loan Terms and Conditions
  6. Module 2: Negotiating Terms, Collateral, and Fees
  7. Lesson 1: Negotiation Principles and Lender Collaboration
  8. Lesson 2: Collateral Flexibility and Substitution Strategies
  9. Lesson 3: Fee Negotiations and SBA Form 159 Compliance
  10. Module #2 Quiz – Negotiating Terms, Collateral, and Fees
  11. Module #3: Closing Conditions and Post-Approval Negotiation Tactics
  12. Lesson 1: Managing Post-Approval Conditions and Documentation
  13. Lesson 2: Revising Loan Structures Prior to Closing
  14. Lesson 3: Maintaining Communication Through Finalization
  15. Module #3 Quiz – Closing Conditions and Post-Approval Negotiation Tactics
10. Loan Closing and Post-Closing Management
12 Lessons3 Quizzes
  1. Module #1: Preparing for Closing and Verifying Documentation
  2. Lesson 1: Pre-Closing Documentation and Verification
  3. Lesson 2: Coordinating with Lenders and Third-Party Vendors
  4. Lesson 3: Borrower Readiness and Condition Clearance
  5. Module #1 Quiz – Preparing for Closing and Verifying Documentation
  6. Module #2: Post-Closing Management and Lender Follow-Up
  7. Lesson 1: SBA Post-Closing Compliance and Reporting
  8. Lesson 2: Borrower Follow-Up and Relationship Maintenance
  9. Lesson 3: Lender Relationship Management Post-Closing
  10. Module #2 Quiz – Post-Closing Management and Lender Follow-Up
  11. Module #3: Closing Review and Lender Reporting Procedures
  12. Lesson 1: Post-Closing Documentation and Lender Reporting Requirements
  13. Lesson 2: Internal Audit and Quality Control Procedures
  14. Lesson 3: Borrower Onboarding and Servicing Coordination
  15. Module #3 Quiz – Closing Review and Lender Reporting Procedures
11. Broker Business Growth and Strategic Positioning
12 Lessons3 Quizzes
  1. Module #1: Defining Your SBA Brokerage Model and Growth Vision
  2. Lesson 1: Brokerage Business Models and Scalability Options
  3. Lesson 2: Identifying Your Ideal Client Profile and Market Position
  4. Lesson 3: Crafting a Distinct Value Proposition
  5. Module #1 Quiz – Defining Your SBA Brokerage Model and Growth Vision
  6. Module #2: Building Your Lead Generation and Marketing Engine
  7. Lesson 1: Referral and Partner-Based Lead Generation
  8. Lesson 2: Digital Marketing and Online Positioning
  9. Lesson 3: CRM Setup and Automation for Client Management
  10. Module #2 Quiz – Building Your Lead Generation and Marketing Engine
  11. Module #3: Scaling Through Systems, Partnerships, and Automation
  12. Lesson 1: Operational Systems and Standardization
  13. Lesson 2: Strategic Partnerships and Outsourcing
  14. Lesson 3: Scaling Through Technology and Automation
  15. Module #3 Quiz – Scaling Through Systems, Partnerships, and Automation
Capstone Project: SBA Brokerage Growth Blueprint
1 Lesson
  1. SBA Brokerage Growth Blueprint

SBA Mastery for Brokers is a lender-aligned training program that teaches finance professionals how to prepare complete, compliant SBA loan files with confidence. This course covers packaging systems, underwriting expectations, and proven deal-flow processes that help brokers reduce conditions, improve approval odds, and build credibility with SBA lenders.

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