SBA 504 · owner-occupied real estate
SBA 504 Real Estate Packaging Checklist
A 504 project involves a third-party lender, a CDC and SBA. The package must support the occupancy test, the job creation or public policy goal, and both the first and second lien underwriting.
Project
Financials
CDC forms
Package your next loan in 15 minutes instead of 3 weeks.
Upload a set of sample tax returns and generate a complete, lender-ready credit memo on your first day.