SBA Mastery Broker Bundle

Description

🚀SBA Mastery Broker Bundle

The SBA Mastery Broker Bundle is the all-in-one toolkit that takes you beyond packaging into the lender’s perspective—so you can prepare, present, and defend a loan application with confidence.
It includes the full SBA Mastery for Brokers plus insider underwriting guidelines, credit and cash flow analysis tools, and the exact criteria lenders use to assess borrower readiness.

This is the system for entrepreneurs and brokers who want to eliminate guesswork, anticipate lender questions, and position every deal for approval.

✨What You’ll Gain:

• Total Clarity – Understand the why behind lender decisions, not just the what to submit.
• Higher Approval Odds – Address potential lender objections before they arise.
• Speed & Efficiency – Move from intake to funding-ready with fewer revisions and delays.
• Professional Edge – Present a package that reads like it came from an insider, not just an applicant.

⭐What’s Included (Features):

📑 SBA Mastery for Brokers Course– Step-by-step packaging process, completed SBA forms, document checklists, financial templates, and packaging order guides.

📋 Underwriting Guidelines – Detailed breakdown of how SBA lenders evaluate applications, including collateral, industry risk, and debt service coverage expectations.

🛠 Credit Analysis Course – Worksheets and templates for both business and personal credit scoring, with explanations of how lenders interpret them.

🏧 Cash Flow Analysis Course – SBA-compliant DSCR (Debt Service Coverage Ratio) calculators and break-even analysis tools.

🧩Credit Elsewhere Documentation Guide – Learn how lenders document the SBA’s “credit elsewhere” requirement to justify approval.

🚩Red Flag & Mitigation Guide – Common deal-killers from an underwriter’s perspective and how to proactively address them in your submission.

🎙Loan Narrative & Summary Templates – Professional formats to frame your client’s story and use of proceeds in a way that builds lender confidence.

🎯Perfect For:

• Entrepreneurs applying for SBA 7(a) or 504 loans who want to think like a lender.

• Brokers, loan packagers, and commercial finance professionals building a competitive edge.

• Business owners refinancing or expanding and needing a stronger financial case.

• Advisors preparing investor-ready or acquisition funding packages.