Establishing Relationship with SBA Lender BEFORE The Deal

searcher profile

April 09, 2025

by a searcher from University of Southern California in Alexandria, VA, USA

Something I've already learned as a new searcher (<2 months) in a competitive market (Washington DC DMV area) is that deals come and go very quickly.

Having your team in place (attorneys, accountants, lenders, etc.) before you have a deal can significantly improve your speed in decision-making.

Any advice on how to establish this relationship with SBA lenders while I'm sourcing my first deal? Seems like this is the process that moves the slowest, so please provide any advice on how to make the SBA process more frictionless and efficient. Thank you!

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commentor profile
Reply by a lender
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
The issue that you can have is that SBA lenders all have different lending criteria and a lender that might be willing to do one deal might not be willing to do the next deal. We are a Commercial Loan Brokerage Shop and we have direct lending relationships with over 500+ lending partners and over 80 SBA lending partners. We can help you get pre-approvals, review deals, and give you assurances there will be multiple lenders to assist you with any deals you move forward with. And we do not charge anything for initial reviews and pre-approval letters. If you want to learn more you can reach me here or directly at redacted
commentor profile
Reply by a lender
in Falmouth, MA, USA
Building a relationship with a lender is good, but partnering with a broker or debt advisor, like us, is smarter. Lenders have credit boxes and industry constraints, and they might not be able to fund your deal when the time comes. We recently spoke with a searcher who worked with a lender for over a year, only to be turned down when they needed funding. Don’t let this happen to you. Email redacted love to learn your story.
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