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: SBA 7(a): Common Errors & Pitfalls

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

Guide: Relationship Manager Communication

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

Guide: Ticket Status

Guide: Payments

Learn how to make payments in the Portal.

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

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.

Balance Sheet Statement – Financial Template Series

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

Profit & Loss Statement – Financial Template Series

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

How to Check & Interpret Your 7(a) Status

Webinars

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