Glossary · The loan itself
In short
This refers to the ongoing monitoring and servicing of a lender's entire collection of loans, including ensuring borrower compliance and addressing potential issues.
After your loan closes, the lender continues portfolio management to ensure you meet loan covenants and repayment schedules. They'll monitor your business's financial health. If issues arise, proactive communication with your lender during this phase is crucial to avoid loan default or formal liquidation.
SOP 50 10 — Lender and Development Company Loan Programs
U.S. Small Business Administration · SBA Standard Operating Procedure
Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.
Defined by DealRoom.so SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
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