Our Process to Get Borrowers From Business Needs to Funding Achieved

We work with you and the lender to implement the loan process efficiently and obtain your funding as quickly as possible. We have experience processing hundreds of loans for businesses of all types. The requirements for SBA and USDA loans are a little different than conventional business loans, but we’ll guide you through each step.

VITAL's Process

1

Initial Loan Review

  • Assess eligibility
  • Pre-approval
  • Checklist
2

Application Preparation

  • Collect necessary loan documentation
3

Post Application

  • SBA Authorization
4

Pre-closing

  • Document checklist
  • Closing guidance
5

Post-closing

  • Fund Loan
  • Life of loan servicing