The Preston Group, LLC
Proprietary Products
 Proprietary Products

Proprietary Products SBA 7(a) Lending Proprietary Products SBA 504 Lending

Process & Loan Review
 Process & Loan Review

Process & Loan Review 7(a) Process & Loan Review 504

Practicality Training
 Performance Training

Performance Training 7(a) Performance Training 504

Sharing what some of our clients have said about us in the past will hopefully help you understand our dedication, determination, integrity, and aspirations to partner with and assist you.  Here are a few of their comments:

Client Comments

“We appreciate your diligent efforts on our behalf as you assist us to “perform” what you “perfect”.”

“Hiring your team is like hiring an insurance policy.  Thank heavens for you and your group.”

“Thanks again!  You are the most valuable resource I can possibly imagine.”

“Thanks again for the great work by you and your team!”

“The other thing that became abundantly clear to my Board is The Preston Group knows and understands the SBA 504 Loan Program, therefore knows what to look for.”

“When the financial institution decided to revamp our SBA program, we decided to get help from a group we considered the best in the business, The Preston Group.  We wanted to slowly grow our SBA 7(A) Loan Program, but at the same time, we wanted to make sure we set things up in a way avoiding the common mistakes lenders make when originating an SBA 7(a) loan. The Preston Group’s Credit Approval Memorandum (CAM), was just the product we were looking for!  The CAM and the various addendum’s, provided a detailed step-by-step evaluation for new loans we were considering and helped ensure we collected the necessary documentation as recommended by the SBA’s SOPs.  We were amazed by the results!  We were able to get SBA approval in as little as 3-5 business days, which allowed us to fund the loan on time and gave our borrower access to the funds they needed quickly.  The Preston Group not only provided an amazing product, but also backed it up with outstanding service and closely worked with our SBA team to address all our questions/concerns in a timely fashion.  I have come to appreciate how valuable this product is to a financial institution’s SBA lending program, and I would highly recommend the Preston Group’s CAM to every SBA lender in the country!”

“Your presentation this morning was fantastic!!!” 

“Thanks for the great training. We all agreed this was a great investment!”

“Thanks Lisa!  I try to always catch the classes you teach when possible and yes, I always get something out of it.

"We all loved your webinar!  We especially like how you explain the topic, easy to understand!"

"Is Mom on Facebook?  I want to LIKE her!!!"

"Great to have all the individuals representing different job titles in the room listening to your webinar.  It really helps to bring an understanding to the entire department of what actually transpires!  We have built teamwork with your webinars!!!"

"Really great training!  Fantastic advice and guidance!!!"

“During our on-site PARRiS Exam the reviewers were extraordinarily complementary, but one in particular who had completed hundreds of reviews said, “I have never seen a better operation!”  Thank you for your contribution in making us so good!”

NAGGL 2016 Instructor of the Year
NAGGL 2014 Volunteer of the Year

AND, the Best One yet:

“I like your shoes!”     
(Much needed levity to add to our otherwise daily tasks!)

Thanks to all for the extremely kind words!
                                                                        Lisa Preston & Team

Meeting SBA Administrator Linda McMahon July 2017

“You Perform, We Perfect”®


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