Wolters Kluwer Financial Services

TSoft SBA FormMaster+

TSoft SBA FormMaster+ supports multiple SBA loan types, automates the loan process, reduces labor costs, and helps to ensure compliance with the SBA form requirements.

Key Features and Benefits

  • Strengthen your business lending offerings with access to over 75 SBA loan documents, including all required SBA 7(a), PLP, SBAExpress, and CommunityExpress documents, as well as 504 applications.

  • Quickly and easily submit loan applications electronically and receive an immediate response from the SBA through TSoft SBA FormMaster+ enabled with E-Tran, the SBA's online loan application service.

  • Automatically file your UCC-1's within TSoft SBA FormMaster+ using functionality created through our partnership with CT Lien Solutions.

  • Make the origination process easier with our Loan Authorization Wizard. Loan data entered in one form cascades to all related forms where information is used.

  • Perform SBA loan financial analysis and industry-specific ratio analysis to reduce errors and compliance risk. TSoft FormMaster includes a Financial Analysis Module with a forms library, business valuation tools, and integrated Risk Management Association statistical study information.

  • Rely on up-to-date compliance when SBA regulations and forms change through quick and timely software updates (typically within three business days).

  • Connects directly with ARTA® Lending and Rembrandt® Lending for a more complete, efficient lending work flow.

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