Unlocking SBA Lending Success: Qualify Leads, Boost Conversions with FINSYNC

-> Register Today July 30, 2025 1:00 PM EST

Unlocking SBA Lending Success: Qualify Leads, Boost Conversions with FINSYNC

In today's competitive landscape, we understand that securing qualified SBA leads can be a significant challenge for lenders. You're constantly seeking efficient ways to connect with ready-to-fund entrepreneurs, minimize administrative burdens, and ensure a smooth journey from inquiry to closing.

MAIN SPEAKER

Luke Thomas

Luke Thomas

Director of Partner & Customer Development

GUEST SPEAKER

Catlin Bulger

Catlin Bulger

Senior Associate, Financial Networks

Carrie Kosac

Carrie Kosac

President BDC

Why it Matters:

As SBA lenders, your time is your most valuable asset. We hear consistently that a major challenge is sifting through a high volume of inquiries, only to find a significant percentage of them are either not truly qualified, not ready for the SBA process, or lack the necessary documentation. Learn how we help.

What We’ll Discuss:

  • Deliver highly vetted and qualified leads to SBA lenders, significantly reducing administrative overhead and increasing conversion rates.
  • Smart Document Collection: Applicants submit all required documents through a structured system that ensures everything is complete and correctly formatted before submission.
  •  Financial Projection Tools: Entrepreneurs use guided templates to create organized, credible projections for your review.
  • Pre-Vetted & Qualified Leads: Leads complete a thorough intake and meet core SBA eligibility requirements before reaching your team.
  • Reduced Administrative Burden: Receive complete, consistent applications—no missing documents or follow-up needed.
  • Faster Closing Times: Higher-quality submissions help your team move faster from review to approval.
  • Targeted Matching: Lenders are matched with leads based on loan type, industry, and location preferences

Who Should Attend:

  • SBA Lenders
  • Loan Officers
  • Portfolio Managers
  • Business Development Teams

Unlocking SBA Lending Success: Qualify Leads, Boost Conversions with FINSYNC

Join us for our upcoming live webinar.

July 30, 2025 1:00 PM EST

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Unlocking SBA Lending Success: Qualify Leads, Boost Conversions with FINSYNC

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