WGWhigham GroupSBA Product Intake
Main siteStart intake

Borrower portal

Track your SBA product path, documents, and next steps.

Choose the SBA path you are interested in, or choose help-me-choose. Your selection controls the questions, document checklist, and review workflow Whigham Group shows for intake review.

Continue intakeView document checklist
Email support: jermainewhighamllc@gmail.com

Clear expectation: Whigham Group helps prepare, organize, and review borrower files. It does not guarantee SBA approval, lender approval, funding, rates, terms, timing, eligibility, or acceptance.

Secure intake note: Whigham Group uses this portal flow to collect your intake details and requested documents. If the portal is temporarily unavailable, email support and the team will guide your next safe intake/upload step.

Click-to-play guidance

Audio instructions for each step.

Use these short clips if you prefer to hear what to do next. Each clip includes the same text below for accessibility.

Start or resume intake

Use the portal to continue your file and check the next step.

Transcript: Start or resume your intake. Use this portal to continue your SBA Express file, check your current status, and see the next step before review.

Complete details

Add borrower, ownership, business, loan request, and declaration details.

Transcript: Complete borrower and business details. Add accurate contact, ownership, business profile, loan request, and declaration information so the file can be organized for review.

Review FileReady status

Check uploaded, missing, needs-review, and accepted items.

Transcript: Review your FileReady status. The readiness panel shows uploaded, missing, needs-review, and accepted items so you know what still needs attention.

Upload missing documents

Add requested documents through the secure portal.

Transcript: Upload missing documents. Add requested bank statements, tax returns, formation records, or debt schedules through the portal so the review team can check the file.

Next borrower actions

Finish the items that make the file easier to review.

  • 1
    Complete required business and owner fields.
    Provide borrower contact, business profile, loan request, owner, and declaration details so the file can be organized for review.
  • 2
    Upload or label missing documents.
    Upload or label requested items so the review team can see what is present and what still needs attention.
  • 3
    Submit the intake for review.
    Submission sends your intake details to Whigham Group for review and does not represent lender or SBA approval.

Guided intake

Borrower intake details

Submitting sends your intake details to Whigham Group for review. It does not create a credit decision, eligibility determination, approval, or funding commitment.