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Webinar - 2021
Speakers
WHAT WILL BE DISCUSSED?
PPP Reloaded
Learn from the industry experts on enabling forgiveness for your borrowers programmatically. Key features of this webinar include tips on creating a process and system that:
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Ensures key information such as TIN, loan amount and disbursement date are correct so the SBA won’t reject the application out of hand
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Answers your borrower’s questions / resolve technical issues a built in chat function supported by specialists 9AM – 9 PM weekdays available to
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Prepopulates key fields such as loan numbers, covered period, alternative covered period automatically to ensure accuracy
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Guides the borrower to use Form S or Form EZ if applicable (sends to Form 3508 regular only if necessary)
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Automates Form 3058 / EZ calculations so you don’t have to replicate them
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Saves state so borrowers can come back and complete application later
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Allows borrower to skip through to end as soon as they reach 100% forgiveness
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Ensures that the minimal required documentation is present before the borrower can submit for lender review, based on forgiveness items requested
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Allows borrowers an option to come back later if they are not at 100% forgiveness
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Allows review by your lender team through a web-based interface
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Supports messaging back to borrower with notes from lender specifying where application needs “improvement”
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Built in e-signature of all required fields based on answer to “interview questions” and appropriate SBA Form.
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On signing, automatically submits to the SBA
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Monitors status with SBA daily until forgiveness payment is received by lender.
- Automatically limits owner compensation based on Schedule C or Schedule F (if applicable)