Why Presentation Matters | Ep. #10

As technology takes a more forward leaning role in the financial services industry, there is one thing that will always require some good ol' fashioned human brain power - and that is SBA lending. SBA loans $350k+ are decisioned by humans. How do they make these decisions? By looking at INFORMATION. And how the information is provided makes a difference. You absolutely have to do these 3 things in order to be a successful BDO: Build credibility and trust among your credit team Present weaknesses and strengths with full transparency  Know your deal   The content in this podcast is my own and does not necessarily reflect the views of my employer.