SBA Guaranty Purchase Preparation demo
Builds the purchase package as a binder in SBA's tab order and predicts each tab's repair or denial before SBA sees it. 1:14
What the demo shows
A default solution for SBA lenders that builds the package to claim the SBA guaranty.
Six agents file every document of the loan file behind its tab of SBA's Universal Purchase Package, then read each tab the way SBA's purchase reviewers do and score it against SBA's repair and denial reasons, so the lender fixes the riskiest tab first; the liquidation officer decides and an officer of the bank signs the Request to Honor.
Transcript
- SBA Guaranty Purchase Preparation builds the package of lender files to claim SBA's guarantee.
- Hollis & Pike Bakery defaulted early.
- One-week tab can cost the whole guarantee.
- Six agents file all 318 documents in SBA's tab order.
- Then they read each tab like an SBA reviewer.
- Equity injection proof turns red, verified by an assigned statement.
- Teresa works the riskiest tab first.
- An agent finds the wire and escrow ledger, and it turns green.
- A van sold without the lien is a likely repair.
- She offers $21,000 up front.
- The assistant explains the credit memo gap, and tab 1 clears.
- Predicted, pays as requested.
- Malcolm signs the $1.15 million request.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.