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Broker Insights

Practical lending guidance from the Small Business Advisors team.

small business loan application checklist

Small Business Loan Application Checklist

Documents and preparation steps to improve lending outcomes and close faster.

Natalia L. PontesRead article

how much working capital do I need

How Much Working Capital Do I Need?

A practical method for calculating operating runway and borrowing targets.

Jonathan M. PonteRead article

should I use a loan broker

What Is a Loan Broker and Should You Use One?

Understand how brokers source lender options and where they add value in complex deals.

Natalia L. PontesRead article

commercial real estate loan small business

Commercial Real Estate Loan Strategies for Small Business

A framework for owner-occupied purchases, refinance opportunities, and deal preparation.

Jonathan M. PonteRead article

SBA loan vs conventional loan small business

SBA Loan vs Conventional Loan for Small Business Owners

How repayment structure, underwriting, and guarantees differ between SBA and conventional financing.

Natalia L. PontesRead article

SBA 7(a) loan small business

SBA 7(a) Loan Guide: What to Know Before You Apply

A practical overview of SBA 7(a) financing for small business owners nationwide.

Jonathan M. PonteRead article

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Contact Us

Jonathan M. Ponte

President

401-996-9074

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Natalia L. Pontes

Vice President

401-219-2452

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