Portfolio summary
- 4 active files represent $1,138,000 in the current pipeline.
- No files need borrower follow-up, officer action, or fraud review.
Applications28
Loans decisioned24
Avg to decision11d
Approval rate79%
Active pipeline
· 4 of 28 filesCollecting3$963,000
Needs attention0
Ready to decide1$175,000
Conditionally approved0
Pipeline by stage
· requested amount per stageApplications by month
· last twelve monthsBorrower mix· 329 jobs supported
Profile
Minority-owned71%
LMI census tract50%
Women-owned43%
Immigrant-owned39%
Veteran-owned11%
Industry (NAICS sector)
- Manufacturing621%
- Healthcare518%
- Personal Services414%
- Food & Hospitality311%
- Retail311%
- Other725%
Application activity4000
New applications
submitted in the last 7 days
Borrower not responding
no contact 7d+
Officer action overdue
needs action 7d+
Flagged for review
routed to fraud review
Applicants by state
· from the business addressAnnual revenue
· latest fiscal year on each file's spread$2.6mApproved volumeacross 19 approved loans
76%Memo-to-approval rate
$529,000Declined volume5 applications declined
Decisions
19Approved
5Declined
Top decline reasons
Top approval reasons