Wolters Kluwer Financial Services | Banking Compliance Solutions

TSoftPlus™


Meet Bill. He’s a lender with a growing number of clients who want to apply for SBA loans. Bill expects many of them will qualify, too. Of course, he wants to help them. The problem is, Bill is overloaded as it is and the compliance and regulatory requirements of SBA lending really add up. If only there were a way to cut through the paperwork without cutting out any steps.

Now there is.

TSoftPlus from Wolters Kluwer Financial Services is designed specifically to support the SBA loan processing demands of banks, credit unions and other financial institutions. We based TSoftPlus on our proven field experience with TSoft SBA FormMaster+ users around the country. We listened to lenders like Bill who want to expand capacity without the burden of additional staff expense. We also heard from lenders who want to enter into SBA lending. We then designed a product that would meet the needs of the whole spectrum of financial institutions offering SBA lending.

TSoftPlus takes a leap forward with a flexible browser-based tool and integrated time-saving features throughout the application process – from origination through funding. TSoftPlus supports multiple SBA loan types and offers features that allow our clients to handle a wider variety of requirements. We added features like Quick Quotes for fast response to prospective borrowers, PDF output files for easy printing and e-mailing, loans to co-borrowers including eligible passive companies, and global cash flow analysis. Data entry is streamlined as users navigate easily between online forms and their own client database. Financial analysis is easier too with Microsoft Excel® integrated right into the application. And, it fully integrates with SBA’s authorization wizards using Microsoft Word®. There’s even a built-in online loan submission and response feature that connects to SBA’s E-Tran.

Finally, an SBA solution that makes life easier without sacrificing anything in compliance or risk management. Designed for lenders like Bill – and his clients.

TSoftPlus Advantages

  • Greater Efficiency
    Easy to learn, easy to use. Streamlined SBA loan processing with browser-based User Interface (UI) and integration to Microsoft Office®
  • Strengthened Compliance
    Built-in compliance features, one-step data entry and all required SBA forms

  • Faster Customer Response Times
    Streamlined processing and online submission to SBA’s E-Tran
  • Cost-effectiveness
    Affordable pricing that supports even small volume lending

Find Out More About This Product