Because Clear Responsibility Is Critical to SBA 504 Compliance
SBA 504 loans involve multiple parties. When roles aren’t clearly defined, delays and compliance risk follow.
This quick-reference guide outlines the responsibilities of each key participant, helping lenders stay aligned, reduce handoff errors, and protect the SBA guaranty.
Helpful for:
SBA lenders & relationship managers
Loan ops, closing, and servicing teams
Compliance & risk teams
New hires or staff new to SBA 504 lending
Bookmark or download and share as a practical reference throughout the SBA 504 lifecycle.
Next Step
SBA 504 Checklist
A practical companion to help lenders stay on track with SBA 504 requirements and internal policies at every stage, from prequal to closing.
