SBA Hot Topic Tuesday — New Lender Portfolio Intelligence from SBA’s Lender Portal

July 17, 2018

By Bob Coleman
Editor, SBA Hot Topic Tuesday

SBA Hot Topic Tuesday — New Lender Portfolio Intelligence from SBA’s Lender Portal

The new update will allow you to view your portfolio to show:

  • 2-Year trendlines for PARRiS/SMART metrics
  • Concentration tables for industry segments, franchises, and geographic lending area
  • Number of loans and/or dollars associated with performance measures
  • Vintage year analysis of loan disbursements
  • Loan status analysis by delivery method
  • SBA 7(a) form 172 payment information
  • SBA 7(a) four additional PARRiS Flags

Lender Portal updates will also include:

  • Expansion of hover-over definitions;
  • Ability to download loan and lender level data to Microsoft Excel;
  • Printer-friendly portal snapshots.

To access your lender portal go to:
https://sbalenderportal.dnb.com/Account/Login?ReturnUrl=%2FFirs
(If you aren’t signed up, click on the link)

Read the original notice here