SBA Loan Amount < $350K
Identify the stage. Review loan documents in portal.
What is Initial Review?
Review borrower's cashflow activities via linked deposit accounts.
What is Plaid?
Name a third-party report used in the Extended Review section.
What is CAIVRS, Middesk Report, DMV, SOS/UCC Search, Experian, Site inspection, etc.
Utilize website to evaluate property value.
What is Zillow or Redfin?
Borrower requests a payment deferral
What is loan modification?