TSoft SBA FormMaster+

TSoft SBA FormMaster+ software automates the tedious clerical work and calculations that take up so much time during loan application preparation for Small Business Administration (SBA) loans. As a result, current users boast the program helps them prepare SBA loans in less than half the time of manual processing.

If your institution manually prepares or outsources the packaging and processing of your SBA loans, chances are you're adding more steps and costs to the lending process than necessary. In fact, bringing much of the processing back in-house could improve your efficiency by as much as 75 percent!

Nearly 450 lenders—including 30 of the top 50 SBA lenders in the country—use TSoft SBA FormMaster+ to package their loans.

Business Results

• Dramatically Increase Productivity—Automate the process of SBA loan application preparation, reduce the amount of paperwork involved, apply changes to all related documents, and improve the flow of data and files between users.
  
  
• Improve Effectiveness and Reduce Risk—Help reduce calculation errors and clerical mistakes, as well as deliver quality, up-to-date SBA documents.
  
  
• Address Business Objectives More Effectively—Significantly reduce the time and cost of processing loans compared to manual processing, so you can pass on savings on to the borrower.

Highlights

• Strengthen your business lending offerings with more than 80 documents, including all required SBA 7(a), PLP, and SBAExpress, CommunityExpress documents, as well as 504 application documents.
  
  
• Quickly and easily submit SBAExpress and CommunityExpress loan applications and receive an immediate response from the SBA through TSoft SBA FormMaster+ enabled with ETran, the SBA's On-Line Loan Application process.
  
  
• Automatically file your UCC-1's from within TSoft SBA FormMaster+ using functionality created through Bankers Systems partnership with UCC Direct Services (UDS).
  
  
• Make the process easier with our Loan Authorization Wizard.
  
  
• Take advantage of the Financial Analysis Module with Historical and Pro Forma Balance Sheets, UCA Cash Flow, Financial Ratios, Business Valuation tools, SBA Loan Report, and Personal Resources Calculations.
  
  
• Conveniently access an RMA Statement Studies Database (updated annually).
  
  
• As SBA regulations and forms change, you'll receive quick and timely updated versions, typically within three days.

Key Benefits

• Provide staff with on-line help to guide them through the process.
  
  
• Automatically transfer changes in one form to all related forms where that information is used.
  
  
• Generate completed SBA forms in Adobe® PDF format, which can be e-mailed for remote printing.
  
  
• Export data to any e-mail program, so files can be easily shared among users.
  
  
• Integrate with ARTA® Lending and Rembrandt® Lending for a more complete, efficient lending work flow.