SBA 7(a) loans up to $250,000 and ERC up to $26,000 per employee available in the Portal — Log In or Sign Up.
If you have affiliates, follow the steps below to save time and avoid delays in processing your SBA 7(a) loan application.
If any guarantors (i.e., owners of 20% or more of the applicant business) hold 50% or more ownership of any other business, the affiliate business(es) must be disclosed on your SBA 7(a) loan application.
To learn more about the SBA’s affiliation rules, please review the SBA's Affiliation Guide for Size Standards.
Pro Tip: If you have specific questions about the 7(a) application, our loan specialists are your best resource to manage these inquiries. We encourage you to reach out to your assigned Relationship Manager via the Connect to Relationship Manager feature on your 7(a) Portal Dashboard.
As noted above, if any guarantors (i.e., owners of 20% or more of the applicant business) hold 50% or more ownership of any other business, please select Yes to the affiliates question on the Owner Details screen. You will be able to input the affiliate business’ information and answer simple questions about the capital requirements of that business on the next screen.
If you indicate Yes to the primary guarantor (primary owner) having affiliates on the Owner Details screen, the next screen will be the Affiliate Information section.
Pro Tip: If you have additional guarantors of your applicant business and they hold 50% or more ownership of any other business, the additional guarantors will have the opportunity to disclose their affiliate business(es) when they receive the email from [email protected] to confirm their ownership details of the applicant business. To learn more about additional owners, please visit our Additional Owners Guide.
Please enter your business information here as it appears on your affiliate business’ tax records and answer the few simple questions about the capital requirements of that business.
Be sure to completely read each question and answer to the best of your ability, as incorrect answers could affect your eligibility.
Eligibility Check-in: For SBA loan eligibility, we are required to confirm that your affiliate business is not reliant on your other businesses, and/or the applicant business to cover their debt service or support their operations.
Eligibility Check-in: To qualify for the program, SBA eligibility requires the answer to this question to be Yes. If the answer to this question is No, unfortunately your applicant business is not eligible for SBA financing.
Eligibility Check-in: To qualify for the program, SBA eligibility requires the answer to this question to be No. If the answer to this question is Yes, unfortunately your applicant business is not eligible for SBA financing.
If the primary guarantor (primary owner) has additional affiliate businesses, where they hold 50% or more ownership of that business, select the Add More button to populate more Affiliate Information sections before selecting the Continue button to navigate to the next screen.
If any affiliate business is disclosed on the application for the primary guarantor (primary owner) or any additional guarantor of the applicant business, SBA eligibility requires the following documentation from the affiliate business:
You have now completed the steps to add an affiliate to your SBA 7(a) loan application.