Planning

Waterstone LSP works directly with the management team of our lenders to identify goals and benefits of SBA lending to each financial institution.

Pre-Qualification

Waterstone LSP has a quick-qualification platform that assists lenders to efficiently identify viable lending opportunities.

Approval

Waterstone also has a developed underwriting template in a format ready for SBA submission.

Packaging

Our team dedicates its resources to this major segment of the SBA process. Working directly with the small business applicant, our lending partners remain in oversight and review instead of getting bogged down in the function of gathering and organizing documents. Our result, a complete package that yields faster turn times for SBA Authorization.

Closing & Disbursements

We collaborate closely with lenders, their closing attorneys, the applicant, third-party due diligence providers, and other key stakeholders to ensure SBA-guaranteed loans are closed by our lenders with confidence and loan proceeds are disbursed by the lender in full compliance with SBA SOP requirements.

Servicing & Liquidations

Monthly 1502 reports, remittances, payment postings, accounting, and servicing actions are handled timely and professionally.