AI Use Case: SBA Reporting from Hours to Minutes

Using Traceable AI to Simplify Loan-File Review, Reporting and Compliance

SBA loan reporting can require hours of research, document review, analysis and form preparation. For banks, lenders, fintechs and legal teams managing complex commercial loan files, that workload can place added demands on servicing operations while teams still need complete, traceable records for federal reporting.

To explore how AI can help address that challenge, Change3 has partnered with IBM, Trillicom and LRM Lender Consultants for an interactive Learning Lab focused on a practical SBA reporting use case. Join us for AI Use Case: SBA Reporting from Hours to Minutes to see how AI can help organize and review complex loan documentation, surface relevant information with traceable source citations and support detailed reporting while maintaining client privacy and document security.

You’ll also hear how LRM is using this approach to reduce SBA reporting research from 4–8 hours per case to under an hour, and explore how secure lender portals can support client access without requiring separate infrastructure for every client. The session will feature the TRC-FRA AI solution as one example of how traceable AI can be applied to SBA loan servicing and reporting.