Business Loan Underwriting

& Advisory Firm

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Nationwide Loan Underwriting Support

Our sole priority at Morrissey Metcalfe and Associates is ensuring your success by providing the resources your organization needs in order to capitalize on loan opportunities you otherwise couldn't process. Whether you’re  seeking to expand your operations and need assistance or are looking to enhance your organizational throughput, we’re here to ensure that the process is well-planned and executed.


Our team has helped underwrite nearly a billion dollars in loans for CDCs, LSPs, Banks and Credit Unions from coast to coast.

Loan Underwriting Services

Is your institution considering SBA Lending?

Whether it is a need to improve or grow your current SBA line of business or you are looking to enter into the SBA market, you know it it can be difficult and complex to navigate. At Morrissey Metcalfe and Associates, we have the talent and expertise to help reach those goals without the concern of long term increased overhead.


Our team assists your lenders and borrowers throughout the entire process. From credit analysis to underwriting and up to the closing, we ensure that not only do your clients have an expedient loan process but that your institution can secure reliable and profitable income.

Save time

SBA lending can be complex and requires talent to be efficient. We guarantee the quickest turn around in the industry.

Increase profits

Avoid costly mistakes, minimize overhead, and secure fee income all while keeping costs lower.

Access to experts

In today's tight labor market, in-house expertise can be cost prohibitive. With us you get the knowledge without long-term overhead.

Grow your business

Expand your current SBA program or start one.



Business Loan Underwriting and Processing Support

Len Morrissey

CDCs

Process SBA loans in record time - LEARN MORE

LSPs

Our support team is here to ensure everything runs smoothly, so you can focus elsewhere - LEARN MORE

Banks

 Process more and larger loans without the need for long-term overhead - LEARN MORE

Credit Unions

Expand services to clients with a greater variety of loan offerings - LEARN MORE

Business Advisory Services

Secure funding for your business with an SBA Loan.

A short term business loan can provide your business with the liquidity it needs.

Establish a more permanent location for your business.

SBA Loans



Secure funding for your business with an SBA Loan.

A short term business loan can provide your business with the liquidity it needs.

Establish a more permanent location for your business.

Your business can’t move forward if you don’t have the right equipment.

Leverage your assets to fund other business opportunities

Give your business the flexibility when you need funding on demand.

Your business can’t move forward if you don’t have the right equipment.

Leverage your assets to fund other business opportunities

Give your business the flexibility when you need funding on demand.

What We Do

We obtain and review the complete package via a shared, protected server and input the Credit Memo into your proprietary software package (i.e., Spark, Ventures, etc.,) or we can use our own proprietary process.


We analyze all the applicable data, spread the financials (business and personal), discuss all the pertinent information and present findings including key strengths and risks.

 

How We Do It

We have a team of highly experienced underwriters who partner with our clients to ensure they get a high level credit memo, through effective and efficient communication, a speedy but thorough response time, and we help you win more loan business.


If we are helping with SBA Loans, we also help you minimize SBA screen-outs.


 

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