Unlock SBA Lending Success: Qualify Better Leads and Close More Loans

Every hour you spend chasing incomplete SBA applications slows your team down. Imagine having a way to consistently attract qualified, SBA-ready borrowers with complete documentation and credible financials from the start.

That’s exactly what this upcoming webinar will show you.

Unlock SBA Lending Success: Qualify Better Leads and Close More Loans

  • July 30 at 1 PM EST
  • Designed for: SBA Lenders, Portfolio Managers, Loan Officers, and Business Development Teams

    Register now

Meet Your Presenters

Luke Thomas, Director of Partner & Customer Development at FINSYNC, brings hands-on experience helping SBA lenders streamline their pipeline and improve approval rates across partner institutions.

Catlin Bulger photo

Catlin Bulger, Senior Associate on the Financial Networks team, works directly with entrepreneurs and lenders to ensure SBA loan applications are complete, qualified, and ready to fund.

Carrie Kosac, President of BDC, will share insights into borrower behaviors and how SBA-ready applications look through the lender’s lens.

Together, they will walk through proven strategies to help your team qualify leads more effectively and convert more loans with less administrative burden.

What You’ll Learn

  1. Filter for the Right Leads
    See how FINSYNC qualifies applicants before they ever reach your inbox so you spend less time sorting and more time lending.
  2. Streamline Document Collection
    No more chasing files across emails. FINSYNC helps applicants submit complete packages with the right documentation upfront.
  3. Get Reliable Financial Projections
    Built-in tools guide entrepreneurs to create lender-friendly financials that are easy to review and consistent across the board.
  4. Close Loans Faster
    With complete and organized submissions, you can move quickly from review to approval and boost your origination rate.
  5. Smart Matching by Region and Need
    FINSYNC connects you to businesses that align with your target market, industry preferences, and funding scope.

Why Attend

If your team is handling a high volume of underqualified leads or spending hours on administrative reviews, this session will help you shift to a smarter, more efficient pipeline to save you time.

You’ll walk away with:

  • Practical strategies to improve lead quality
  • Tools to save time and reduce back-and-forth
  • A clearer path to faster closings

Interactive Format and On-Demand Access

This isn’t just a presentation. It’s a live conversation with the FINSYNC financial network team. Bring your questions and get real-time guidance from experts who understand your challenges.

Can’t attend live?
Everyone who registers will receive on-demand access, plus helpful checklists and templates you can use right away.

Reserve Your Spot

Seats are limited. Join us on July 30 at 1 PM EST to discover how you can:

  • Improve SBA lead quality
  • Reduce administrative friction
  • Close more loans with confidence

Save your seat now

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