Commercial Banking
UBOO
Small BusinessConstructionMid-MarketCommercialAg LendingSBACRECom. Credit CardAsset Based LendingTrade FinanceBusiness Deposit Accounts

SBA

• Financial institutions using Universal Business Onboarding & Origination Platform (UBOO) can streamline their SBA lending process along with conventional small business loans.

• Financial institutions leveraging UBOO’s SBA capabilities improve efficiency, eliminate manual work, and confidently scale their SBA practice.

Small Business Administration (SBA) Loans provides businesses mission-critical capital to fuel the growth and expansion for 99.9% of businesses across the US. Financial Institutions able to navigate the complex ecosystems of SBA loans not only are helping improve the communities around them, but they also provide an important source of revenue if the process can be done effectively and efficiently.
Streamline your
SBA Lending
With UBOO, financial institutions can:
• Delivery your Customer Experience: Customers and staff are guided through a personalized experience to ensure all the proper documentation, information, and steps are followed to originate the SBA loan.

• Scale Operations: Streamline the process, eliminating manual tasks such as filling in SBA forms to cost-effectively scale and grow SBA operations.

• Maintain Compliance: Along the way, UBOO will keep a detailed record of every action and decision made about the loan.

UBOO streamlines the origination process SBA 7(a) loans. UBOO dynamically evaluates each loan as data is being entered into the platform. This allows financial institutions to, at any point in the process, start the SBA process, relying on Cloudcase to ensure their internal policies and procedures are followed in accordance with SBA guidelines.
Made possible with
Define your business onboarding & origination experience
Cloudcase's Universal Business Onboarding and Origination Platform (UBOO) offers a comprehensive solution for financial institutions looking to streamline their conventional commercial lending operations. UBOO's adaptable architecture and powerful features address the multifaceted nature of commercial lending, ensuring an efficient and thorough process for all types of non-real estate business loans.
Ask Yourself:
1. How much manual effort is your team currently spending on SBA Loans?

2. Do you feel confident to scale your SBA lending program?

Let's talk about what UBOO can do for you
Fill out the form below to get the ball rolling

Enquiry sent!

Great, you've just taken your first steps towards a simpler, faster and better platform.
We'll be back in touch with you as soon as possible.
Oops! Something went wrong while submitting the form.

"Customers are already benefiting from the new lending system through real-time loan application progress updates, improved continuity between all channels and much faster processing and turn-around times"

Logo-Client-TSB
Get started
Grow your revenue,
improve operational efficiency,
& regulatory compliance

Talk to us today to see how we can work together.

A Cloudcase case security / coat of arms showing Cloudcase logo, SOC II type 2 certification, ISO certification and padlock icon.

Cloudcase Security

Cloudcase operates the latest cybersecurity solutions and functions on a 24 x 7 basis that guard against an ever growing cyber threat landscape to achieve a high security posture for our cloud systems.
Certifications
SOC II - Type 2
ISO/IEC - 27001 :2022 ISMS
© 2025 Cloudcase Software Solutions Pty Ltd. All Rights Reserved.