Customer Portal Send Feedback Print

Previous Topic

Next Topic

Book Contents

SBA 7(a) Express Lending Platform

By popular demand, CSI is pleased to offer the SBA 7(a) Express Lending Platform. Available through our partnership with RC Giltner, this solution enables your institution to efficiently deliver SBA 7(a) Express loans to your small business customers.

Streamline SBA 7(a) Lending for Your Institution

Business loans under $350,000 account for roughly 90% of lending volume, so manual participation in the SBA Express Program can be resource intensive. Our platform uses APIs to integrate with the Small Business Association (SBA), streamlining SBA 7(a) lending and driving profitability. This transforms your institution’s approach to the SBA Express Program by enabling:

  • Document integration
  • Financial statement analyses
  • Decisioning
  • Electronic document delivery
  • E-signatures

Further, its SBA integration enforces SBA policies and includes all required SBA forms. The SBA 7(a) Express Lending Platform creates a low-risk method to enter the SBA 7(a) lending process for both new and experienced lenders.

Simplify SBA 7(a) Distribution for Your Small Business Customers

The SBA 7(a) Express Platform also optimizes the customer experience using pre-filled forms and intuitive communication tools. Seamlessly integrated into our digital banking platform for small business customers, this solution:

  • Offers a collateralized digital lending experience for term loans and lines of credit
  • Guides borrowers through the application with pre-filled forms
  • Provides email communication tools for immediate contact with your institution

Altogether, the platform makes applying for SBA 7(a) loans simpler for your small business customers, allowing them to apply for and receive the financial assistance they need, faster.

Learn More or Get Started

Contact your CSI Relationship Manager today for additional information about the SBA 7(a) Express Platform, pricing and how to get started.

71637

See Also

When the customer user name is invalid, why does it ask the security question instead of saying it's invalid?

Changing a Customer’s Password

Helpful Reports to Review

How are customer alerts generated?

Manually Adding a Customer

Manually Building a User

Marketing using E-Mail Campaigns

Password Security Check

How to Set Up Custom Text

Searching for a Customer

Editing a Customer’s Security Question Answers

Unlocking a Customer

Adding Accounts to a Profile

Removing Accounts from a Profile

What is a Universe?

Managing Self Enrollment Requests

Managing A2A (External Transfers)

Processing Wires

Automatic Wire Processing

Processing ACH

Setting Up ACH Positive Pay

Corporate Customer Process: Managing Filters on Accounts

Transfers

Card Transaction Disputes

Top of Page Customer Portal Send Feedback Print