Welcome to "Special Access"

What is Special Access?

Essentially it is a private space on our website where you can connect with timely and relevant information to help you and your team continually "up your game" with respect to SBA lending. Think of it as a "my space" for the SBA lending community. For existing clients of sbaAccess, this service is complimentary. (You are considered a client if you have done business with us in the current calendar year) Not a client yet? No problem, we can either connect you to our Lifeline service or provide project based consulting and you are automatically given "Special Access". OR, for a modest fee, we can provide you access on a stand-alone basis (annual subscription rate).

Tell me more, what's included?

Thought you'd never ask. Special Access is an innovative new approach to giving you, the client SBA lender, more tools at your fingertips, at your leisure 24X7.

• Initially, we have posted many of our proprietary job aides and "cheat sheets" to help you navigate through some of the nettlesome details of SBA lending. (provide link). These are downloadable PDF documents you can use in your shop to provide efficiency in the SBA lending process. We will continually update them and add to our "library" of tools, so the value will only become greater as time goes by.
  • Executive summary template - for a guaranty purchase package
  • Gas Station - ESA cheat sheet
  • OCRM lender portal guidelines
  • Environmental questionnaire - walkover checklist
  • Site visit report template
  • Credit Underwriting summary and templates
  • Closing checklist (cross referenced to SOP 50 10 5 A)
  • And more....

• Nearly every day we plan to add new material, thoughts, perspectives and tips to broaden your perspective and deepen your knowledge about things relevant to you and SBA - the agency and the business.
  

• Special Access also includes a blog/forum that will allow you to pose your thoughts about timely SBA lending topics and events and get input from other SBA lenders participating in Special Access.
  • We will post surveys (and share the results) such as who plans to use the new ARC program (and how).
  • We will post a topic to get others to weigh in (to start the conversation) on a regular basis (this will be e-networking at its best).
  • We will provide introductions to other creative, visionary SBA lenders who are hungry to have real conversations about things that matter in the SBA business today.

• And much more to come, very soon. We think about this stuff daily and will continue to try to meet the needs of SBA lenders in both the 7(a) and 504 world.

Sounds great, how much?

$395 annual subscription (same price regardless of lender type). But, remember, we waive the annual subscription for Lifeline and project clients of sbaAccess (Lifeline clients must remain active to receive Special Access - meaning if no activity has been made after two consecutive months, access will expire). Payment options include standard invoicing or convenient online payment with Visa/Master Card/Discover.

Special Access - the right approach.