Servicing

SBA Direct offers limited servicing, such as exception tickler administration, annual reviews, post-closing loan reviews, and PPP forgiveness servicing. We do not provide work-out preparation or servicing requests to SBA. Some of our lending partners prefer that we log into their loan system and handle some of their servicing tasks such as forgiveness processing for their PPP loan portfolio. Splitting up the servicing work can be beneficial to many lenders who want to utilize their portfolio managers for more complicated and attentive servicing actions, reporting, and consistent loan quality review; this is still achievable with a lean portfolio crew with extended outsourced solutions from a vendor like SBA Direct.