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Playbook for Small Business Lenders

Though small- and medium-sized businesses (SMBs) make up the majority of all US companies, most lenders and creditors are unable to effectively meet their unique lending requirements. As well, traditional business underwriting for SMBs can often result in suboptimal outcomes for all involved. To avoid missing these sizeable opportunities, lenders should determine the best ways to assess and modernize their SMB financing strategies.

This playbook outlines faster, more cost-effective methods you can quickly leverage to reach this under-tapped segment, including how to:

  • Effectively target, engage and verify legitimate SMB owners
  • Improve the speed and quality of your SMB risk decisioning
  • Enhance your account management processes to accommodate SMB portfolio

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