TSoftPlus™ policies

The Policies page allows you to define the SBA programs that will apply to your transactions.

Add Policy screen features

Feature Description
POLICY INFORMATION Displays the Policy Name and Program Type dropdown.
Program Type Select 504 or 7a . CAPLines, Express Loan, and Small Loan Advantage appear as options when selecting 7a.
Loan Agreement If the Use SBA Loan Agreement checkbox is checked, SBA Loan Agreement is selected in the transaction.