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

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