Services

Our linear approach to documenting and perfecting collateral sources for an SBA 7(a) loan is designed to eliminate errors that may occur through other disjointed processes and results in the accuracy and enforceability of our loan documents and the associated government backed guaranties.

Organizational and Structural Review

Review Loan Commitment and SBA Loan Authorization to Verify Discrepancies

Review Loan Commitment and SBA Loan Authorization regarding collateral organization and ownership.

Review Borrower's Formation Documents and Organizational Structure

Work with a lender’s closing team to obtain all necessary documentation to insure the comprehensive review of a borrower’s organizational structure, whether that structure involves trusts or other entities.
Coordinate legal review of trust and/or corporate documentation to confirm the identity of parties and appropriate signing authority.

Collateral Searches

Conduct Borrower and Collateral Searches

Complete or coordinate all third-party collateral and property searches.
Coordinate legal review of asset searches.

Coordinate with Various Third-Party Vendors

Coordinate third-party items such as asset searches, landlord waivers, insurance and third-party reports.

Preparation of Loan Documentation

Preparation of Loan Documents

Prepare all necessary documentation for SBA 7(a) loans in accordance with the SBA’s loan authorization and standard operating procedures.
Coordinate outside legal review of loan documents for SBA related compliance.

Closing Items

Preparation of Loan Documents

Work closely with a lender’s closing team to secure any outstanding documentation for closing.
Coordinate and attend closing (at lender’s request).

Post Closing Support

Post-Closing Follow Up Services

Coordinate all post-closing items with lender’s closing team.
Provide modification and/or work out support.