Designed for Franchisors Who Want to Scale

We turn financing from a bottleneck into a growth advantage for franchisors.

Meet Our Team

We Help Franchisors Who...

Are tired of managing multiple relationships with unreliable SBA lenders and need a single, long term partner

Want to increase franchise close rates and decrease pipeline drop-offs

Are growing and need access to a broader set of SBA lenders

Our Process

We guide you through our 5-step process

Onboarding Call

Application

Term Sheet Collection

Bank Introduction

Monitoring to Close

30-minute onboarding call to review our process

Business owners complete guided application with support at every step

Within days, business owners review competing term sheets

Introduction call to connect business owners with their chosen lender

We support through closing to ensure a seamless process

Our Application

1

2

3 Business Background

Location, FDD & Franchise Agreement (or MUDA), and legal entity information - if applicable

Owner Information

Tax returns, Personal Financial Statement, ID, and resume

Project Documents

Start-up costs by category, pro forma projections, and a high-level business plan

Why Brands Partner With Us

Operational Efficiency

Underwriting-Ready Quality

Consistent Deal Flow

Disciplined Execution Speed

Fair & Competitive Lender Selection

Some of the Brands we work with

FAQ

How does SBA Source support our franchisees?

SBA Source is free for franchisees and uses one straightforward application to prepare lender-ready loan packages and secure multiple competitive term sheets from SBA lenders.

When should franchisees begin the process?

Franchisees should begin the SBA financing process after signing the franchise agreement and during site selection.

Is there any cost for franchisors to work with SBA Source?

No, there is no cost to franchisors to work with SBA Source. Our services are provided at no charge to franchisors and franchisees, and we are compensated by lenders when a loan successfully closes.

Do you assess a franchisee’s financial readiness before introducing them to lenders?

Yes, we review a franchisee’s financial profile and project details to assess readiness before introducing them to SBA lenders.

What information do franchisors receive about their franchisees?

Franchisors receive high-level visibility into franchisee financing, including progress updates, readiness indicators, and confirmation when loans are successfully funded. Detailed personal or financial information is shared only with the franchisee’s consent.

How does your competitive term sheet process work?

We present qualified loan packages to multiple SBA lenders, collect and organize term sheets, help franchisees compare offers, and support the process through loan closing.

Can we customize how SBA Source integrates with our onboarding process?

Yes, SBA Source can integrate with your franchise onboarding process in a way that aligns with your development model. We work with franchisors to customize when and how franchisees are introduced to financing, while maintaining a consistent and efficient experience.

Meet the Team Behind SBA Source

Real people, real experience, and a shared commitment to clarity in SBA lending.

We’re a team of builders and operators who believe SBA lending should be simpler and more transparent for everyone involved. We’d love to connect and support your franchise growth.