Gulfstream SBA AdvisorsSBA packaging boutique · 4 analysts · Tampa, FloridaA four-analyst SBA packaging boutique tripled files per analyst while eliminating Form 1919 and 413 re-typing.
3x
Files per analyst
0
Form 413 re-typing
11
Bank templates maintained
Challenge
- Each of eleven banks wanted spreads in a different format; analysts maintained eleven spreadsheet templates by hand.
- Form 413 for multi-guarantor deals took a full day per file.
- SOP updates required manual template edits that occasionally missed a file.
What they did
- Bank-specific chart of accounts and memo templates stored once in LoanPacket.
- Form 413 and 1919 generated from extracted personal returns and ownership data.
- SOP rule updates applied platform-wide with a changelog.
Results
- Analyst capacity moved from roughly 5 files a month to 15.
- Turnaround to banks shortened from 9 business days to 3.
- No SOP-related kickbacks since adoption.
“Perfect Form 1919 and 413 packets without a single re-typed field. Our analysts now review instead of transcribe.”
Principal · Gulfstream SBA Advisors
Package your next loan in 15 minutes instead of 3 weeks.
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