SBA Mastery Broker Bundle

Description

The SBA Mastery Broker Bundle is an advanced education system designed to teach brokers and entrepreneurs how SBA lenders actually evaluate, structure, and approve loan applications.

This bundle goes far beyond basic loan packaging. It combines SBA Mastery for Brokers with Credit Mastery, Tax Return Mastery, and Cash Flow Mastery, giving you a lender-level view of how credit profiles, tax returns, and cash flow are interpreted during underwriting.

Rather than focusing on what to submit, this program teaches why lenders decide yes, no, or not yet. Participants learn to anticipate underwriting questions, identify risk early, and position each file with clarity and intent—before it reaches a credit committee.

The result is fewer revisions, faster decisions, and submissions that reflect lender logic rather than guesswork.

This is not a lending or advisory service. It is a structured educational system for those who want to understand how SBA deals are evaluated from the inside.

Educational product. No lending, tax, legal, or financial advice provided.

What You’ll Gain

• Lender Logic Clarity
  Understand how underwriters connect credit, tax returns, and cash flow to risk and repayment decisions.

• Stronger Submissions
  Identify and address potential objections before a file is submitted.

• Greater Efficiency
  Reduce back-and-forth by packaging with underwriting intent.

• Professional Credibility
  Present loan packages that read like they were prepared by someone who understands lender decision frameworks.

What’s Included

• SBA Mastery for Brokers
  Step-by-step SBA packaging instruction, completed SBA forms, document checklists, financial templates, and packaging order guidance.

• Underwriting Guidelines
  Education on how SBA lenders assess collateral, industry risk, creditworthiness, and debt service coverage.

• Credit Mastery
  Instruction on how lenders evaluate personal and business credit profiles, including scoring considerations and risk indicators.

• Cash Flow Mastery
  SBA-aligned instruction on cash flow normalization, DSCR calculations, and repayment capacity evaluation.

• Tax Return Mastery
  Training on how lenders interpret business tax returns when assessing income stability and cash flow.

• Credit Elsewhere Documentation Guide
  Education on how lenders document and justify the SBA’s credit elsewhere requirement.

• Red Flag & Mitigation Guide
  Common underwriting concerns and how they are identified from a lender’s perspective.

• Loan Narrative & Executive Summary Templates
  Lender-focused formats for framing the borrower story and use of proceeds.

Who This Is For

• Brokers and loan packagers seeking deeper underwriting fluency

• Commercial finance professionals and advisors supporting SBA-eligible borrowers