The SBA Partner Desk

Make the financing question easier to answer.

Give buyers and business owners a low-pressure place to get an early SBA first look. Andrew handles the lender language, keeps you informed at a safe level, and helps protect the momentum of the transaction.

Business brokersCRE professionalsCPAsAttorneysFranchise advisers

Useful visibility, clear boundaries

Enough status to stay coordinated. No borrower oversharing.

Partners can seeWorkflow milestones

Whether an opportunity was received, is being reviewed, was connected for a conversation, paused, or closed.

Partners do not seePrivate underwriting details

Credit information, borrower documents, lender notes, or private financial details are never exposed in the partner view.

Andrew providesA human first look

Plain-English questions and likely preparation needs—not an approval, eligibility decision, or promise of terms.