EVALUATION OF THE SMALL BUSINESS ADMINISTRATION’S LOAN- MATCHING SOFTWARE

Guidehouse, a global consulting firm for public sector and
commercial clients, engaged the Capstone team to optimize the
Small Business Administration’s (SBA’s) LenderMatch application
process. LenderMatch is an online tool that connects small businesses
seeking financing with potential lenders participating in SBA
loan programs. The team used qualitative research methods, such
as marketing analysis and in-depth interviews with lenders and
competitors, to create a comparative metric system that categorized
insights, including proposed expansions to enhance efficiency,
improve response rates, and attract qualified borrowers. The team
made recommendations for platform enhancement based on user
experiences, competitor analysis, and automated data accumulation
and analysis techniques. The recommendations aim to expand the
software’s future customer base and the matching system’s efficiency,
and enhance trend identification techniques to ensure the program
aligns with customer needs while delivering higher-quality matches