Best CRM for SBA Loan Brokers in 2026

Search for "SBA software" and most of what comes back is built for the lender: the bank that underwrites the loan, submits it to the SBA and services it for years. An SBA broker or loan packager does a different job. You find the borrower, collect a long document list, decide which SBA lenders will want the file, place it, and get paid when it closes.

This guide is for brokers who place SBA 7(a) and 504 deals, alone or alongside term loans, MCA and equipment. The honest headline: software built for SBA brokers is a thin market. We found one broker-built system with SBA as a pre-built program and published prices, a few lending CRMs where SBA is one product among many, and a lot of lender software you probably shouldn't buy. Prices checked October 24, 2026.

Our top pick is Ferrylend, for brokers who place SBA alongside MCA, lines of credit and equipment and want lender matching, submissions and commissions on one deal record at a published per-user price.

Here's the TLDR (prices checked October 24, 2026):

1. Ferrylend (our pick): Best for small shops that place SBA alongside MCA, lines of credit and equipment and want matching, submissions and commissions on one deal record. $69 or $99/user/month.
2. LendingWise: Best for brokers who place SBA next to real estate deals and want SBA as a ready-made program, a lender marketplace and a 15-day trial. From $119/month for one user; $600/month for five.
3. BoeFly: Best for brokers with franchise SBA deals who want extra lender exposure. A marketplace, not a CRM; pricing not published.
4. Casca (broker referral): Best for handing off small SBA deals to someone else's process. A referral link, not a CRM; payout terms not published.
5. HubSpot, Pipedrive, Zoho or Salesforce: Best if you'll build the SBA document checklist and lender stages yourself. Free tiers up to about $100/user/month for the editions small shops use.
6. nCino, Abrigo, Lenders Cooperative and Biz2X: Built for SBA lenders. Worth knowing because your lenders use them, not because a broker should buy one.

Quick comparison

Product	Built for	SBA support	Price (Oct 24, 2026)	Free trial
Ferrylend	MCA and business-funding brokers	SBA as a deal program; offer calculator prices SBA loans	$69/user/mo ($59 annual)	No (sample-data demo)
LendingWise	Brokers and private/commercial lenders	Pre-built SBA program, SBA forms in doc generation, SBA lenders in its marketplace	$119/mo (1 user), $600/mo (5 users)	15 days
BoeFly	Borrowers, lenders and brokers (marketplace)	Franchise-heavy SBA marketplace	Not published	Not published
Casca	SBA lenders; brokers refer deals	SBA 7(a) origination with E-Tran (lender side)	Not published	No
HubSpot / Pipedrive / Zoho / Salesforce	Any industry	None out of the box	Free (HubSpot, Zoho); Pipedrive from $14/seat/mo; Salesforce from $25/user/mo	Free plans or trials
nCino, Abrigo, Lenders Cooperative, Biz2X	Banks, credit unions, CDCs and other lenders	Deep (E-Tran, SBA forms, servicing)	Not published	No

1. Ferrylend

Ferrylend is a web CRM for MCA and business-funding brokers. MCA has the deepest tooling, but SBA is one of the deal programs in its pipeline, alongside loans, lines of credit, factoring and equipment, and it has a page aimed at SBA brokers. The offer calculator prices term and SBA loans with amortization and balloon payments, next to an APR estimate it labels "not a disclosure". In the sample-data tour on Ferrylend's homepage, the deals board shows SBA cards next to MCA, line of credit, equipment and term loan deals in the same columns.

The broker workflow is the same for every program: a merchant application link, rule-based lender matching on "27 metrics" with a reason for every pass or fail, multi-lender submissions with stamped PDFs and a proof-of-submission file, offer comparison, and commission tracking that matches a lender's statement CSV to funded deals. Our Ferrylend review walks through each screen.

Pricing: Core is $69/user/month ($59 billed annually) and Pro is $99/user/month ($84 annually), with no seat minimum, per its per-user plan prices. There's a $999 setup fee, waived for workspaces created through December 31, 2026. No free trial; you can open a sample workspace in the browser (no signup; asks for a work email to start) or book a 30-minute demo.

Limits: nothing on its site is SBA-specific beyond the program type and the loan math. It doesn't describe SBA forms, SBA eligibility checks or a lender marketplace, and lender matching works off the programs you enter yourself. It's newer than the others here, so it has no independent reviews yet; we found none on G2, Capterra or Trustpilot as of October 2026. Submissions go by email or portal-assist (no lender APIs), there's no dialer or SMS yet (both are on the roadmap as coming soon), and its security page says it has no SOC 2 report.

Pick it if: SBA is one product in a mixed book and your daily problem is tracking which lenders have which file, what they offered and what you're owed. If SBA is nearly all you do, LendingWise is the closer fit. Gold Penguin's Ferrylend listing has the plan summary.

2. LendingWise

LendingWise is a CRM and loan origination system with a dedicated page for loan brokers: "You find the deal, package it and place it with the right lender." It's the only broker-built system we found that treats SBA as a ready-made program and publishes its prices. Its business funding page says it "comes pre-built for SBA, MCA, working capital, USDA, receivables financing and more", and its document generation covers "SBA, USDA-specific forms" along with loan agreements and promissory notes.

For placing a file, it has a marketplace of "60+ lenders & note buyers" that includes SBA lenders, with a match score that shows each criterion as matched or not. Business searches can filter on SBA product, time in business, NSFs, annual revenue and average bank balance. You can also keep a private lender panel and control which documents each lender sees. It also has branded application forms, a document portal that sends daily reminders "until every required doc is in", built-in e-sign and an AI document review agent.

Pricing: per plan, not per user, on its pricing page. Starter is $119/month with one back-office user. Pro is $600/month for five users and adds unlimited brokers, portals, workflow automation and the lender marketplace. Every plan starts with a 15-day free trial and runs month to month. Data migration "typically will be an additional fee" if the import tool isn't enough.

Limits: its center of gravity is real estate (CRE, bridge, fix and flip, DSCR, construction), and SBA is listed under "Plus". The pages we read describe no SBA-specific checks such as eligibility screening against the SBA's rules or E-Tran submission, so SBA is a configurable program rather than a specialist tool. A two-person shop pays $600 to get the marketplace, and the vendor says detailed configurations take several weeks of training.

Pick it if: SBA sits next to real estate deals in your book, or you want a lender marketplace with SBA lenders on top of your own relationships, at a price you can see before a sales call.

3. BoeFly

BoeFly isn't a CRM. It's a small-business loan marketplace, founded in 2010, with three sides: borrowers, lenders and brokers (brokers get their own login). Lenders on its lender page are pitched access to "franchise and independent business owners seeking an array of products including: SBA, conventional, MCA and factoring", with custom filters for the deals they want.

For a broker, the useful parts are lender exposure and document control. Its FAQ says brokers use it "as a document management and storage platform", and that only the lenders "you or your loan representative grant access to" can see an identifiable application. It is heavily franchise-focused.

Pricing: not published for brokers, lenders or borrowers. The broker portal is a login app, so its fees and features aren't readable from outside.

Pick it if: you place franchise SBA deals and want SBA-active lenders seeing them, alongside (not instead of) a CRM that tracks your pipeline and commissions.

4. Casca (broker referral channel)

Casca sells AI-first loan origination software to SBA lenders. Brokers aren't software customers, but its broker referral page invites them to "Submit SBA leads": email a business tax return and debt schedule, or send the client Casca's application link with your referral code. Its team then handles "the entire process", with a portal for you to track progress.

Pricing: no fee to the broker is stated, and no commission or referral payout is published either. Confirm compensation before you send a deal.

Pick it if: you have smaller SBA deals you'd rather hand off than package, and you're comfortable with someone else running the file. It gives you no pipeline, lender list or commission tracking of your own.

5. HubSpot, Pipedrive, Zoho and Salesforce

Plenty of SBA brokers run a general CRM with custom stages (application, documents in, packaged, submitted, approved, closed) and a custom checklist of SBA documents. None knows what an SBA deal is, so the lender list, document chase and commissions are yours to build.

• HubSpot Sales Hub: free for up to 2 users. Starter shows $7/seat/month on annual billing with a $20 list price struck through. Professional is $90/seat/month on annual billing plus a required $1,500 onboarding fee.
• Pipedrive: $14 to $79 per seat per month billed annually, with a 14-day trial and no card. Premium ($59) adds web forms and e-signatures.
• Zoho CRM: free for 3 users; Standard is $14/user/month billed annually ($20 monthly) and includes custom modules you could use to model SBA files.
• Salesforce Sales Cloud: Starter Suite is $25/user/month; Pro Suite is $100/user/month billed annually. Most editions use annual contracts, and setup help is priced separately.

Pick one if: SBA is a small share of your work, you already use the tool, or you want to keep costs near zero while you find out what your process needs.

Lending CRMs where SBA is one product among many

A few broker CRMs from the MCA world list SBA too. None publishes SBA-specific features beyond that, so treat SBA as a supported deal type, not a specialty:

• Centrex Software sells the same platform to MCA, business-loan, mortgage, SBA, equipment-leasing and factoring companies. Pricing isn't published (its billing policy explains how you're billed, not how much). Our Centrex alternatives guide covers it in depth.
• Specter Systems lists SmartBiz for "SBA & bank-term submissions" among its integrations. Its pricing page names seat plans with no dollar amounts, and there's no free trial.
• Lendflow for Brokers is a submission network rather than a CRM, and lists SBA loans among the financing types its lenders cover. Pricing isn't published.

For more on routing files to the right lenders, see our guide to lender matching and deal submission software.

SBA lender software a broker usually doesn't buy

These four come up in every search for SBA software. They're good at what they do, but what they do is the lender's job: underwriting, submitting the guaranty request to the SBA through E-Tran, closing and servicing. A broker gets none of that work and needs none of those modules. They're sold to institutions, with no published prices and no trials.

• nCino SBA Solution: a module of nCino's bank lending platform for SBA Preferred Lenders. It lets bankers "Submit SBA loan guaranty requests from within the nCino Platform via the SBA's E-Tran Portal", with SBA workflow rules and Form 1919 collection. Price not published.
• Abrigo (Sageworks) SBA Lending: an SBA 7(a) add-on for banks and credit unions that produces Forms 1919 and 1920 and integrates with E-Tran. Much of the page still covers the 2020 CARES Act and PPP, so confirm what's current with the vendor. Price not published.
• Lenders Cooperative (formerly Ventures): an SBA and conventional loan origination and servicing platform "built by Bankers for Bankers", for banks, credit unions, CDCs and CDFIs. It says the platform "played a critical role in processing 99.8% of SBA 504 loans in 2024" (its own claim). Price not published.
• Biz2X: Biz2Credit's white-label lending platform for "banks, credit unions, and NBFCs", supporting "SBA loans across program types", typically live "in 90 to 110 days". Price not published.

The exception is a broker who is becoming a lender. If you plan to originate and hold SBA loans yourself, these are the systems to evaluate, and a broker CRM won't replace them.

How to choose

• Start with your mix. SBA plus MCA, lines of credit and equipment points to a multi-product broker CRM like Ferrylend or Centrex; our business loan broker CRM roundup covers that wider field. SBA plus real estate points to LendingWise. Mostly MCA? Start with the best MCA CRM roundup.
• Weigh the document chase. SBA files need far more paperwork than a revenue-based deal. A borrower portal with automatic reminders saves more time than any other feature here.
• Decide if you want a marketplace. Thin lender relationships? LendingWise's marketplace or BoeFly add exposure. Already have a panel? Matching against your own lender rules matters more.
• Don't buy lender software by accident. E-Tran, SBA servicing and guaranty purchase tools are for the lender. If a vendor's pitch is mostly about those, it isn't selling to you.

FAQ

Is there CRM software made just for SBA loan brokers?

Not much. Among the products we checked, LendingWise is the only broker-built system with SBA as a pre-built program and published prices, and even there SBA sits alongside real estate and other business funding. Most SBA-specific software is built for lenders.

Do SBA brokers need E-Tran access?

Generally no. The lender platforms we reviewed (nCino, Abrigo, Casca) describe E-Tran as the way the lender submits the guaranty request to the SBA. A broker's work ends when the lender has the package, so E-Tran integration isn't a feature to pay for.

Do SBA brokers need loan origination software?

Usually not. A CRM manages leads, documents, lenders, submissions and commissions; an LOS is for the lender that underwrites, closes and funds. Products like LendingWise do both, which helps if you might lend later.

How much does SBA broker software cost?

Among published prices: Ferrylend at $69 or $99 per user per month (plus a $999 setup fee, waived for workspaces created through December 31, 2026), and LendingWise from $119/month for one user and $600/month for five. BoeFly, Casca and every lender platform here are quote-only.

Take a real SBA file into two demos or trials, and count how many of the documents you could collect, track and send to lenders without leaving the system.

Disclosure: Ferrylend is made by Digital Mundo, a separate company with the same owner as Gold Penguin. We rank it first, and we've kept its drawbacks in plain view.