Mar 31, 2022
In this episode, Ray breaks down how SBA Lenders should handle the rising interest rate environment from both an underwriting and a sales perspective.
Mar 24, 2022
Mar 17, 2022
In this episode Ray sits down with one of his first ever
mentors: George Andreas. George is SVP, National Sales Manager at
Bank of George, and back in 2013 he was Ray’s manager. Tune in to
learn how George played a role in Ray’s success, as well as the
success of many other BDO’s all around the country.
You can...
Mar 3, 2022
In this episode, Ray discusses the importance of a BDO’s upfront
process for new deals and shares his proven process for receiving,
assessing, and presenting a new deal to credit.
Ray’s Pre-approval Checklist:
Business:
- 3 years tax returns
- Interim Financials (P&L Statement and Balance Sheet)
- Business Debt...