Description

Streamline your SBA Broker and packaging process—start to close.

This signature training and toolkit from SBA Mastery Academy gives brokers a full system for producing clean, compliant, and lender-ready SBA loan files—fast.

Through detailed modules and downloadable resources, you’ll learn to:

• Standardize your workflow from client intake to submission

• Complete SBA forms accurately with guided examples

• Build financial projections and reconcile borrower cash flow

• Organize supporting documents using master checklists

• Deliver professional, lender-approved SBA packages every time

Includes completed SBA form examples, broker-ready templates, financial projection sheets, packaging order guides, and more—so you can focus on closing deals, not chasing documents.

Perfect for: Mortgage brokers, commercial loan officers, and finance professionals ready to expand into SBA lending and build a reputation for excellence.

Format: Online Course via SBA Mastery Academy — printable PDF guides + editable Word/Excel templates