User Guides & Webinars.

Guides

Guide: Loan Prequalification Application

Start for all new loan applications.


Guide: 7(a) Small Business Loan Application

How to apply for an SBA 7(a) Loan after prequalification is completed.

7(a) Loan Document Checklist

Review the list of documents to help you prepare for your 7(a) application.


Guide: Relationship Manager Communication

Our loan specialists are your best resource to handle all SBA 7(a) loan inquiries.

How to Check & Interpret Your 7(a) Status



Balance Sheet Statement – Financial Template Series

Learn how to create a Balance Sheet Statement through our video tutorial and Balance Sheet template.

Guide: SBA 7(a): Adding Business Ownership as a Guarantor

Profit & Loss Statement – Financial Template Series

Learn how to create a Profit & Loss Statement through our video tutorial and Profit & Loss template.

Guide: SBA 7(a): Common Errors & Pitfalls

Follow the steps below to save time and avoid delays in processing your SBA 7(a) loan application.

Ticket Status Guide

User this guide to understand the status of your open support tickets.


Guide: SBA 7(a): Adding an Individual Owner

Guide: SBA 7(a) Guide: Adding Affiliates

Guide: SBA 7(a): Adding an Individual Guarantor





Personal Financial Statement – Financial Template Series

Learn how to complete the Personal Financial Statement in your 7(a) application by following this step-by-step video.

Webinars

Webinar: SBA 7(a) Loans | How to Apply & Use Your Funds

Learn how to apply for a 7(a) SBA Loan through our new prescreen application in 5 minutes or less. Watch our Head of Credit & Underwriting, Adam Zaabel, discuss the requirements, loan usages, and performs a full walkthrough of our new prescreen application.

Webinar: On How to Apply for a 7(a) Loan in 30 Minutes or Less

Learn how to apply for a 7(a) SBA Loan in 30 minutes or less with the NEWITY Application Process. Our Head of Credit & Underwriting, Adam Zaabel, reviews the application requirements and performs a full walkthrough from start to finish so you know exactly how to apply for your business loan.

To qualify for an SBA 7(a) small business loan, your business must be:

  1. U.S.-based and operated
  2. Owner supported / owner funded
  3. Eligible per the SBA’s requirements

Your loan amount will determined by the business’ average annual revenue, FICO score, and years in business