SBA Mastery: Broker Credit Analysis
- 1 Section
- 13 Lessons
- 3 Quizzes
SBA Mastery Certification: Broker Credit Analysis
- Module #1: Fundamentals of Credit Evaluation in SBA Lending
- Lesson 1: Understanding the 5 Cs of Credit
- Lesson 2: The Broker’s Role in Credit Review
- Lesson 3: How Lenders Measure Credit Strength
- Module #1 Quiz: Fundamentals of Credit Evaluation in SBA Lending
- Module #2: The Credit Elsewhere Test and Borrower Readiness
- Lesson 1: What Is the Credit Elsewhere Test?
- Lesson 2: How Lenders Document the Test
- Lesson 3: Borrower Positioning and Communication
- Module #2 Quiz: The Credit Elsewhere Test and Borrower Readiness
- Module 3: Risk Indicators and Mitigating Strengths
- Lesson 1: Recognizing Risk Indicators
- Lesson 2: Compensating Strengths
- Lesson 3: Writing the Credit Summary
- Module #3 Quiz: Risk Indicators and Mitigating Strengths
- Capstone: Broker Credit Analysis Case Study
SBA Mastery: Broker Credit Analysis teaches brokers how to evaluate borrower strength the way SBA lenders and underwriters actually do. Instead of guessing whether a deal will pass credit review, you’ll learn how to analyze personal and business credit through the lens of SBA policy, risk tolerance, and bankability standards.
This course breaks down what lenders look for when assessing character, repayment strength, credit depth, utilization, derogatory history, public records, and guarantor eligibility. You’ll learn how to spot early red flags, structure around weaknesses, and prepare borrowers so credit is no longer the reason a deal collapses late in the process.
Designed for both new and experienced brokers, this training gives you the confidence to screen deals accurately, set borrower expectations, and position your submissions for approval—not decline.
Perfect for brokers who want to:
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Understand how SBA lenders grade personal and business credit
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Identify deal killers early and avoid wasted time
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Strengthen borrower profiles before submitting
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Increase approval rates by aligning with true SBA credit standards
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