Generated by All in One SEO Pro v5.0.1.1, this is an llms-full.txt file, used by LLMs to index the site. # mysherpas.ai | Purpose Built Business Lending AI Platform Unlock Transformative Business Lending with Enterprise AI and Empower All ## Pages ### [Home](https://www.mysherpas.ai/) **Published:** December 13, 2024 **Author:** Joshua Talbert **Content:** Purpose Built Business Lending Platform # Built for Professional Business Lenders. Not *Retrofitted* for Them. Most business lending software was built for something else and adapted to fit — which is why it never quite does. mysherpas was purpose-built for business lenders from day one. [See It in Action](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) ![Borrower Hub](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-borrower.svg) ![Loan Document Package](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-documents.svg) ![Real-Time Loan Pipeline](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-pipeline.svg) ![Dynamic Loan Applications](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-application.svg) ![Centralized & Intelligent Messaging](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-messaging.svg) ![Automated Task Management](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-tasks.svg) ![Automated Notifications & Digests](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-notifications.svg) ![Portfolio Analytics](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-portfolio.svg) ![Integrated Payments](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-payments-1.svg) ![DocuSign Workflow](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-docusign-1.svg) ![Seamless Closing Integration](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-business-loan-agreement.svg) ![Connected Loan Intelligence](https://www.mysherpas.ai/wp-content/uploads/2026/05/hero-scene-crs-data.svg) Borrower Hub Loan Document Package Real-Time Loan Pipeline Dynamic Loan Applications Centralized & Intelligent Messaging Automated Task Management Automated Notifications & Digests Portfolio Analytics Integrated Payments DocuSign Workflow Seamless Closing Integration Connected Loan Intelligence **$3B+** originated **17+** integrations **SOC 2** Type 2 certified **Patented** platform Used by **\#1** Business Lending Credit Union Lenders Who Made the Climb![Frontier Community Resources](https://www.mysherpas.ai/wp-content/uploads/2026/05/frontier-logo-fullColor-rgb-600px-1-300x76-1.png) ![Intermountain Business Lending](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png) ![Mountain America Credit Union](https://www.mysherpas.ai/wp-content/uploads/2026/05/macu.svg) ![BSF](https://www.mysherpas.ai/wp-content/uploads/2026/05/BSF_Tagline-FINAL-HI-RES-1-300x134-1.png) ![CBF](https://www.mysherpas.ai/wp-content/uploads/2026/05/CBF-Logo-Web-Small-1-300x117-1.png) ![RushFire](https://www.mysherpas.ai/wp-content/uploads/2026/05/RushFire-Primary-Logo-Complete-300dpi-3-1-300x94-1.png) ![Ascend Capital](https://www.mysherpas.ai/wp-content/uploads/2026/08/Ascend-Capital_Logo.webp) ![BLC](https://www.mysherpas.ai/wp-content/uploads/2026/05/BLC-Logo_black-1024x512-1.webp) ![SEDCO](https://www.mysherpas.ai/wp-content/uploads/2026/05/SE2-T4Logos_FCHorizontalTagline.webp) ![Bay Area Development Corporation](https://www.mysherpas.ai/wp-content/uploads/2026/05/badco_transparent_600x600.png) ![Granite Credit Union](https://www.mysherpas.ai/wp-content/uploads/2026/05/granitecu-logo-drk-1.png) ![SDDC](https://www.mysherpas.ai/wp-content/uploads/2026/05/south_dakota_development_corporation_logo.jpeg) ![HAUride](https://www.mysherpas.ai/wp-content/uploads/2026/05/logo.png) ![IFS](https://www.mysherpas.ai/wp-content/uploads/2026/03/logo-hd.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/frontier-logo-fullColor-rgb-600px-1-300x76-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/macu.svg) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/BSF_Tagline-FINAL-HI-RES-1-300x134-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/CBF-Logo-Web-Small-1-300x117-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/RushFire-Primary-Logo-Complete-300dpi-3-1-300x94-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/08/Ascend-Capital_Logo.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/BLC-Logo_black-1024x512-1.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/SE2-T4Logos_FCHorizontalTagline.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/badco_transparent_600x600.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/granitecu-logo-drk-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/south_dakota_development_corporation_logo.jpeg) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/logo.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/03/logo-hd.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/frontier-logo-fullColor-rgb-600px-1-300x76-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/macu.svg) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/BSF_Tagline-FINAL-HI-RES-1-300x134-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/CBF-Logo-Web-Small-1-300x117-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/RushFire-Primary-Logo-Complete-300dpi-3-1-300x94-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/08/Ascend-Capital_Logo.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/BLC-Logo_black-1024x512-1.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/SE2-T4Logos_FCHorizontalTagline.webp) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/badco_transparent_600x600.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/granitecu-logo-drk-1.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/south_dakota_development_corporation_logo.jpeg) ![](https://www.mysherpas.ai/wp-content/uploads/2026/05/logo.png) ![](https://www.mysherpas.ai/wp-content/uploads/2026/03/logo-hd.webp) Customer Outcomes## The numbers our lenders actually take to the board. ![Mountain America Credit Union](https://www.mysherpas.ai/wp-content/uploads/2026/05/macu.svg)12x faster than industry average > 42 days was a team of 100 with over $1B per year in new originations onboarded to the platform. Mountain America Credit Union ![InterMountain Business Lending](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png)Zero rip-and-replace. Lender migrated without downtime > "A tailored approach that aligned our lending infrastructure with regulatory requirements — the transition was seamless." InterMountain Business Lending ![Capital Partners CDC](https://www.mysherpas.ai/wp-content/uploads/2025/10/CPLogo_ai-1.jpg)A different lending stack. Built, not bolted on > "mysherpas is doing something completely different — redefining how lending technology should be built and delivered." Capital Partners CDC [See all case studies](/case-studies/) Capabilities## Built for the *REAL* Work. Four capabilities that change how your team works. Everything else, the platform handles quietly. 1. Centralized Loan Package### Loan Document Management Centralize every document, checklist, and borrower request in one place. No more chasing emails or juggling shared drives. Every file, every version, always where you expect it. Eliminates email-thread file hunts. 2. Workflow### Workflow Automation Automate the routine so your team focuses on relationships. Trigger tasks, route approvals, and track pipeline progress without touching the repetitive stuff. Eliminates manual routing and reminder follow-up. 3. Data### Direct Data Integration Credit reports, background checks, insurance, UCC filings, and environmental reports — pulled automatically into the loan package, no re-keying. Eliminates re-keying credit and third party data 4. Borrower### Frictionless Borrower Experience Give borrowers a guided, professional portal that reflects your brand. Collect documents, answer questions, and keep them informed every step of the loan journey. Eliminates phone tag and "where are we?" status emails. Also handles- **Dynamic digital applications** — captures every qualified lead, politely redirects misfits. - **Professional file editing** — Microsoft and PDF, inside the platform. No download / re-upload loop. - **Centralized Loan communications** — every message and file stored in the loan file. Auditable forever. - **Borrower data & document reuse** — saves you 60%+ of repeat data entry on every follow-on deal. [See it move →](#platform-preview) Client Experience ## If It's Just *Software.* It's *Not Enough* This isn't software. It's a real human operator on your business lending team—and a cadence that keeps you advancing. 1. 01Real Humans, Not Just Software Your team gets direct access to a dedicated CX partner—a real human who works as an extension of your team, with an average response time of one hour. No ticket black holes. No bots, just fast, expert support. 2. 02Efficiency Tracking That Actually Proves ROI We don't "set it and forget it." We assess your team's efficiency over time, identify what's improving, and ensure you're on an upward trajectory. This is a measurable, data-drive CX relationship—not a passive help desk. 3. 03Optimization That Never Stops Most vendors stop after onboarding and initial training. We don't! We coach your team on new features, new workflows, and emerging best practices, ensuring your business lending operations keep improving month after month. Aaron Thomas, Director of Client Experience Architecture## Adapts to Your Stack. Three of countless configurations. Our patented purpose built business lending platform integrates where you are—or replaces what's not working. Your core doesn't move. 01 ### Augment Your Existing Systems Your existing CRM, LOS, and core stay where they are. mysherpas plugs in alongside. BORROWERS / 3RD PARTIES CRM Two Way Sync MYSHERPAS Your lending team’s home base. 3rd Party Data Integration Two Way Sync LOS Two Way Sync CORE 02 ### CRM Inside Replace your CRM. Keep your LOS and core. mysherpas absorbs the customer-facing layer. BORROWERS / 3RD PARTIES CRM MYSHERPAS Your lending team’s home base. 3rd Party Data Integration Two Way Sync LOS Two Way Sync CORE 03 ### Replace Your Existing Systems Replace CRM and LOS outright. Core stays where it is — that's the only line we don't cross. BORROWERS / 3RD PARTIES CRM MYSHERPAS Your lending team’s home base. 3rd Party Data Integration LOS Two Way Sync CORE [ +Don't see your stack? *Not a problem.* Book your Discovery call to see how we can adapt for you! ](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) The Summit View## See Exactly What Your Team Gets Every screen purpose-built for professional business lenders — fast, structured, borrower-friendly and in real-time. Loan Pipeline Borrower Hub Loan Package Task Management Centralized Messaging Dynamic Applications Loan Pipeline ![Loan Pipeline](https://www.mysherpas.ai/wp-content/uploads/2026/05/panel-pipeline.svg) Your complete loan pipeline at a glance. Every deal, status, and last activity — without chasing emails or spreadsheets. Borrower Hub ![Borrower Hub]() A guided borrower portal that reflects your brand. Borrowers always know what's next, what's submitted, and what to expect. Loan Package ![Loan Package]() Guided document collection with built-in e-signature flow. Borrowers know exactly what to submit — and where they stand at every stage. Task Management ![Task Management]() Assign, route, and track every task — credit memos, document requests, approvals — without leaving the loan file. Messaging ![Centralized Messaging]() All loan communication in one thread for every loan. Assign document requests directly inside a message — no Slack, no Teams, no email, no confusion. Applications ![Dynamic Applications]() Dynamic digital applications that capture every qualified lead and politely route those outside your credit box — no manual triage. Why mysherpas## See how we stack up against *legacy lending software*. Legacy lending software was built for something else—and adapted to fit. See how a purpose-built, AI-native platform compares to the legacy systems professional business lenders have outgrown. Swipe to compare all platforms → Purpose-built mysherpasAI-native business lending nCinoSalesForce CRM & LOS Baker HillLegacy LOS abrigo | SageworksLegacy LOS MOODY'SLegacy LOS Built for the real work Lending-native from day one — not adapted. Designed for business lending From the ground up, not adapted Purpose-built day one General CRM & Lending Platform Legacy Bank LOS Credit-risk focus Credit-risk focus AI approach Embedded & native Add-on assistant Bolt-on module Bolt-on module Bolt-on module Specialized loan workflows SBA 7(a) & 504, CDFI, Ag, C&I Tailored to your products Long Customization Cycle Long Customization Cycle Long Customization Cycle Long Customization Cycle Speed & deployment Live in days, not quarters. Time to go live Less than 45 days Typicall 6–18 months Typically 6–18 months Typically 6–18 months Typically 6–18 months Zero rip-and-replace Your core stays put Zero Down Time Fit Their Box Fit Their Box Fit Their Box Fit Their Box Flexible architecture Augment, partial, or full replace Adapts To Your Business You Change your Business To Fit In Their Box You Change your Business To Fit In Their Box You Change your Business To Fit In Their Box You Change your Business To Fit In Their Box Borrower & loan workflow Complete loan lifecycle, in one place. Branded borrower hub Guided & Intuitive Place to work Built in Varies by module Limited Limited Limited Centralized dynamic loan messaging Replaces Teams & email threads Embedded in Business Loan File & Auditable Integrated External tools Integrated External tools Integrated External tools Integrated External tools Guided docs + e-signature DocuSign workflow inside the business loan file Built in Add-on / integration Integration Integration Integration Auto third-party data integration Credit Reports, UCC, background and more Pulled in, no re-keying Varies / manual Varies / manual Varies / manual Varies / manual Partnership & trust A human partner past go-live — not a ticket queue. Dedicated human CX partner ~1 hr response time Ticketed support Ticketed support Ticketed support Ticketed support Ongoing optimization Professional Guidance beyond Go-Live Date Continuous Additional Cost after onboarding Additional Cost after onboarding Additional Cost after onboarding Additional Cost after onboarding Security & compliance SOC 2 Type 2 SOC 2 Type 2 SOC 2 Type 2 SOC 2 Type 2 SOC 2 Type 2 Patented platform Growing Patent Portfolio of Innovation Yes — — — — [Book your discovery call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) [See it in action](#platform-preview) Disclaimer: This comparison reflects mysherpas’ purpose-built, AI-native approach relative to broad or legacy loan origination platforms. Competitor capabilities may vary by configuration, edition, and contractual terms. Information is provided for general reference only and is current as of the date indicated on this page. All trademarks are the property of their respective owners. Begin the Ascent## Where Serious Business Lenders Start the Climb Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition [Book Your Discovery Call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) Our Unique Approach## Base Camp to Summit. Every Business Lending Detail Checked. At mysherpas, we serve as your trusted guide—ensuring every detail is confirmed at base camp before you ascend to new heights of success. - 01 ### Discovery We **map your route**, because every high-performing financial institution starts with a plan. We take the time to understand your organization, lending workflows, systems, and strategic goals—no assumptions, just deep insight to build a tailored roadmap for enterprise-scale success. - 02 ### Guided Assessment with Business Lending Experts With the route mapped, it's time to **assess your gear**. Our **experts** take a fundamentally **different approach**—applying a rigorous, methodical review of your lending systems, integrations, and workflows, enhanced by **individual-level assessments** that quantify satisfaction, inefficiencies, and time lost. This disciplined process delivers accurate, data-driven insight—revealing critical gaps, surfacing opportunities, and ensuring **complete alignment** before the climb begins. - 03 ### Assessment Report & Tailored Demo Before heading out, we **test the fit**. You receive a detailed **assessment report** grounded in your data—paired with a **tailored demonstration** of the mysherpas platform, configured specifically for your lending environment. We show exactly how your team would use it, in real time, addressing your identified friction points—so you can move forward with full clarity and confidence. - 04 ### We Start Climbing Together Base camp is set. Your team is equipped. It's time to **start summiting**. With a clear implementation roadmap, dedicated human support from your MySherpas team, and a platform purpose-built for your lending environment—designed to scale with you—your institution is ready to reach new heights with confidence. > “As a lending institution, we need more than just automation—we need a partner that understands our long-term goals.​ Switching to mysherpas was a game-changer. Their team took the time to understand our operations; ensuring a seamless transition while optimizing our lending workflows.​​ The difference is clear—mysherpas provides superior technology and the trusted partnership that allows us to grow with confidence.”​​ ![Mountain America Credit Union](https://www.mysherpas.ai/wp-content/uploads/2026/01/download-1.svg) **Chad Witcher** VP of Business Lending Mountain America Credit Union Your First Discovery Call## Thirty minutes. One written plan. Four conversations that decide whether mysherpas fits — and what to do next if it does. 1. 0:00 Listen ### We listen first. You walk us through your lending process, team structure, current tools, and biggest friction points. We don't pitch. We learn. 2. 0:10 Inform ### Then we share what's relevant. Case studies, integration options, and platform capabilities specific to your lending model. Only what fits. 3. 0:20 Align ### Honest fit check. We'll tell you straight if mysherpas is the right fit — and what the path forward looks like if it is. 4. 0:30 Commit ### You leave with the plan in writing. A clear summary of next steps, timeline, and commitments on both sides. No ambiguity. [Book Your Discovery Call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) [What if it's not a fit? →](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) On the record## What changed when six teams switched to *mysherpas*. Loan setup time, after switch 10 minutes to setup a SBA 504 loan and send every request — work that is impossible on my old system. > It's incredibly smooth and efficient. With mysherpas, I was able to complete a loan and send out my requests in about ten minutes. That would've been impossible with our old system! > > ![Frontier Community Resources](https://www.mysherpas.ai/wp-content/uploads/2026/05/frontier-logo-fullColor-rgb-600px-1-300x76-1.png) **Amy Brinkman** Loan Officer Frontier Community Resources The leading competitor's tool helped us digitize processes, but it lacked the adaptability we needed. mysherpas offered a more tailored approach, ensuring that our lending infrastructure aligns with both regulatory requirements and our business objectives. The transition was seamless, thanks to their hands-on support and strategic guidance. ![InterMountain Business Lending](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png) **Mikel Bowman** Chief Credit & Servicing Officer InterMountain Business Lending As a lending institution, we need more than just automation—we need a partner that understands our long-term goals. With our previous tool, we had a functional solution, but it lacked the strategic alignment and hands-on support we needed to scale effectively. Switching to mysherpas was a game-changer. ![InterMountain Business Lending](https://www.mysherpas.ai/wp-content/uploads/2026/05/IMBL_Fullcolor-1-1-300x164-1.png) **Caryl Eriksson** President & CEO InterMountain Business Lending This platform has transformed the way we work, streamlining document collection so our team can focus on what matters most… closing deals! AVANA **Chad Witcher** Client Advisory AVANA Companies I've found that mysherpas is more transparent and intuitive than HubSpot and Box, allows private team collaboration on documents, and replaces Slack for loan communication without manual setup. AVANA **Kristine Sanchez** Client Advisor AVANA Companies mysherpas is doing something completely different and innovative. Their approach to solving the decades-old problem stands out, and I love how they are redefining how things should be done. You should definitely check them out! ![Capital Partners](https://www.mysherpas.ai/wp-content/uploads/2026/05/Capital-Pro-Partners-Logo-300x39-1.png) **Tim Souther** Principal Capital Partners [Browse our case studies](/case-studies/) Your Summit Guides## Start the Conversation ![Joey](https://www.mysherpas.ai/wp-content/uploads/2026/05/Joey.jpeg) ### Joey Director Business Develpoment Best for digital transformation A decade-plus inside business-lending operations. Joey leads digital migrations without breaking your team's rhythm — and his calls run on time. [Book with Joey](https://meetings.salesloft.com/mysherpas/meetwithjoey) ![Hunter](https://www.mysherpas.ai/wp-content/uploads/2026/08/Image_20260810_090333_008-1.jpeg) ### Hunter Business Development Best To Get Clarity on Next Step Not sure if we're the right fit? Hunter's happy to talk it through, no pitch, just a straightforward conversation about what you're looking for. [Book with Hunter](https://meetings.salesloft.com/mysherpas/hunteresplin) Begin the Ascent## Where Serious Business Lenders Start the Climb Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition [Book Your Discovery Call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) Trail Partners## Connects to Every System Your Business Lending Needs ![Fiserv](https://www.mysherpas.ai/wp-content/uploads/2026/05/fiserv.png)Fiserv ![Jack Henry](https://www.mysherpas.ai/wp-content/uploads/2026/05/jackhenry.png)Jack Henry ![nCino](https://www.mysherpas.ai/wp-content/uploads/2026/05/ncino.png)nCino ![FIS](https://www.mysherpas.ai/wp-content/uploads/2026/05/FIS.png)FIS ![Finastra](https://www.mysherpas.ai/wp-content/uploads/2026/05/finastra.png)Finastra ![Ventures Lending Technologies](https://www.mysherpas.ai/wp-content/uploads/2026/05/ventures_logo_marketing_site-1.webp)Ventures Lending Technologies ![Corelation](https://www.mysherpas.ai/wp-content/uploads/2026/05/corelation.png)Corelation ![CSI](https://www.mysherpas.ai/wp-content/uploads/2026/05/CSI.png)CSI ![BMA](https://www.mysherpas.ai/wp-content/uploads/2024/12/bma.png)BMA ![Fedcomp](https://www.mysherpas.ai/wp-content/uploads/2026/05/fedcomp_logo.jpeg)Fedcomp ![CompuSource](https://www.mysherpas.ai/wp-content/uploads/2026/05/compusource.png)CompuSource ![BMA](https://www.mysherpas.ai/wp-content/uploads/2026/05/bma.png)BMA ![COCC](https://www.mysherpas.ai/wp-content/uploads/2026/05/COCC.png)COCC ![CU*Answers](https://www.mysherpas.ai/wp-content/uploads/2026/05/CUanswers.png)CU*Answers ![Sharetec](https://www.mysherpas.ai/wp-content/uploads/2026/05/sharetec.png)Sharetec ![Temenos](https://www.mysherpas.ai/wp-content/uploads/2026/05/temenos_1665732374178.webp)Temenos ![Infosys Financial](https://www.mysherpas.ai/wp-content/uploads/2026/05/edgeverve_global-retail-core-banking_1619628697594.webp)Infosys Financial Trusted Gear ![SPK and Associates](https://www.mysherpas.ai/wp-content/uploads/2026/05/spk-logo-tm-2023-300x100-1.png) ![Stripe](https://www.mysherpas.ai/wp-content/uploads/2026/05/Stripe_Logo_2-300x143-1.webp) ![Amazon Web Services](https://www.mysherpas.ai/wp-content/uploads/2026/05/aws-logo-gray.1604595dd32fdbceea06ac34f61c51c5555277ab-300x179-1.png) ![CyberGuard](https://www.mysherpas.ai/wp-content/uploads/2026/05/CyberGuard-logo.webp) ![Lumos](https://www.mysherpas.ai/wp-content/uploads/2026/05/logo-lumos.webp) ![CRS Data](https://www.mysherpas.ai/wp-content/uploads/2026/05/crs-data.png) ![DocuSign](https://www.mysherpas.ai/wp-content/uploads/2026/05/docusign-logo.png) ![ProText](https://www.mysherpas.ai/wp-content/uploads/2026/05/ProText_Logo_Color.webp) About mysherpas## Pioneering the new era in business lending. Business lending technology was failing lenders and borrowers alike—disjointed systems, endless email chains, and frustrated teams. As active business borrowers, my co-founders and I experienced this friction firsthand. We built mysherpas from the ground up to handle the complexity—so your team can focus on relationships, not workarounds, and deliver results. > "We didn’t set out to build software. We set out to give business lending teams a trusted guide—one that makes the climb not only possible, but scalable." Joshua D Talbert · Co-Founder & CEO ![Joshua D Talbert](https://www.mysherpas.ai/wp-content/uploads/2026/05/Joshua-Talbert.jpeg) Joshua D Talbert Co-Founder | Chief Executive Officer ### Our founding team 04 founders · tethered since day one ![Joshua D Talbert](https://www.mysherpas.ai/wp-content/uploads/2026/05/Joshua-Talbert.jpeg) #### Joshua D Talbert Co-Founder | Head Sherpa (CEO) [ LinkedIn ](https://www.linkedin.com/in/join-mysherpasai-joshua-talbert/) ![Donald M Wichern](https://www.mysherpas.ai/wp-content/uploads/2026/03/Wichern_Donald_510-0124-Retouched-1-1-768x1152.jpg) #### Donald M Wichern Co-Founder | Tech Sherpa (CTO) [ LinkedIn ](https://www.linkedin.com/in/donald-wichern-891a94aa/) ![Louis J Myers](https://www.mysherpas.ai/wp-content/uploads/2024/12/Louis-Myers-768x763.webp) #### Louis J Myers Co-Founder | Board Member [ LinkedIn ](https://www.linkedin.com/in/loumyers/) ![Matthew B Strong](https://www.mysherpas.ai/wp-content/uploads/2024/12/Matt-Strong-768x763.webp) #### Matthew B Strong Co-Founder [ LinkedIn ](https://www.linkedin.com/in/mattstrong/) Begin the Ascent## Where Serious Business Lenders Start the Climb Base camp is where the climb is won. Book your discovery call and take the first step toward a business lending operation built to scale—right alongside your ambition [Book Your Discovery Call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) --- ### [Security Information](https://www.mysherpas.ai/security-information/) **Published:** January 12, 2026 **Author:** Joshua Talbert **Content:** Trust & Compliance# mysherpas Just Raised the Bar on Security and Trust We've successfully achieved SOC 2 Type 1, SOC 2 Type 2, and SOC 1 Type 1 compliance — independently verified by **CyberGuard Compliance**. [Let's Talk Security](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) What These Certifications Mean## Certifications That Back Every Promise Comprehensive security that protects your business across every dimension. SOC 2 Type 1 ### SOC 2 Type 1 mysherpas has successfully designed and implemented controls for security, availability, and processing integrity as of the assessment date. SOC 2 Type 2 ### SOC 2 Type 2 mysherpas has demonstrated that our security controls operate effectively over a sustained period — not just at a point in time. SOC 1 Type 1 ### SOC 1 Type 1 mysherpas has implemented internal controls relevant to your financial reporting — critical for compliance with regulated lending requirements. --- Why It Matters## Why It Should Matter to You Working with mysherpas means you get more than just software — you get a security posture that protects your institution, your borrowers, and your regulators' confidence. - #### Confidence in Compliance Working with mysherpas means you can rely on our technology for your compliance frameworks. You get confidence. - #### Peace of Mind Working with mysherpas means you know that your technology is secure and your data is protected. You get peace of mind. - #### Accuracy Working with mysherpas means you can trust that your data is accurate and up to date. You get accuracy. - #### Competitive Edge Working with mysherpas means you can differentiate otherwise. You get a competitive edge by partnering with a SOC-certified vendor. For Your Business### Faster Vendor Onboarding. Less Red Tape. Because mysherpas has already done the heavy lifting of SOC certification, you can trust that our technology is vetted and verified. A SOC-compliant foundation means the vendor questionnaire fills itself. What this means for your business: - Streamlined vendor review for auditors and regulators - Managed assessment by experienced security professionals - Continuous compliance monitoring without internal overhead Begin the Ascent## Don't Let Vendor Risk Slow Your Growth Partner with a SOC-compliant guide you can trust. mysherpas combines enterprise-grade security with operational efficiency—giving forward-thinking institutions a clear competitive advantage. [Book Your Discovery Call](https://meetings.salesloft.com/mysherpas/web-lead-discovery-meeting) --- ### [Privacy Policy](https://www.mysherpas.ai/privacy-policy/) **Published:** December 13, 2024 **Author:** Joshua Talbert **Content:** # Privacy Policy Last updated: January 1, 2026 ## Introduction mysherpas, Inc. ("mysherpas," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our platform services. ## Information We Collect We may collect information about you in a variety of ways. The information we may collect on the Site includes: - **Personal Data:** Personally identifiable information, such as your name, email address, telephone number, and company name, that you voluntarily give to us when you register with the Site or when you contact us. - **Usage Data:** Information our servers automatically collect when you access the Site, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the Site. - **Financial Data:** Financial information, such as data related to your payment method, that we may collect when you purchase, order, or use our services. ## Use of Your Information Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to: - Create and manage your account. - Email you regarding your account or order. - Enable user-to-user communications. - Fulfill and manage purchases, orders, payments, and other transactions related to the Site. - Generate a personal profile about you to make future visits to the Site more personalized. - Increase the efficiency and operation of the Site. - Monitor and analyze usage and trends to improve your experience with the Site. - Notify you of updates to the Site. - Offer new products, services, and/or recommendations to you. - Perform other business activities as needed. - Prevent fraudulent transactions, monitor against theft, and protect against criminal activity. - Process payments and refunds. - Request feedback and contact you about your use of the Site. - Resolve disputes and troubleshoot problems. - Respond to product and customer service requests. - Send you a newsletter. ## Disclosure of Your Information We may share information we have collected about you in certain situations. Your information may be disclosed as follows: **By Law or to Protect Rights:** If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation. **Business Transfers:** We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company. ## Security of Your Information We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. ## Contact Us If you have questions or comments about this Privacy Policy, please contact us at: mysherpas, Inc. 257 E 200 S STE 525 Salt Lake City, UT 84111 Email: Phone: [385-789-9595](tel:3857899595) --- ### [Events](https://www.mysherpas.ai/mysherpas-events/) **Published:** January 10, 2025 **Author:** Joshua Talbert **Content:** # Journey #### Info Coming Soon! [tribe_events view="list"] --- ## Articles ### [What Happens When Digital Transformation Doesn't Work (and How To Fix It)](https://www.mysherpas.ai/articles/what-happens-when-digital-transformation-doesnt-work-and-how-to-fix-it/) **Published:** December 22, 2025 **Author:** Joshua Talbert **Content:** ***Many banks invest heavily in digital transformation but fail to see ROI because technology isn’t aligned with real-world workflows and adoption lags. Success comes from focusing on user adoption, process alignment, and tools that empower people—not just deploying new platforms.*** ***By Joshua Talbert*** | [LinkedIn](https://www.linkedin.com/in/join-mysherpasai-joshua-talbert/) | [Great Lake Banker Magazine](https://greatlakesbanker.com/) Across the country, community banks have spent years, and millions, pursuing digital transformation. They’ve poured political capital, budget dollars, and countless hours into platforms that promised to modernize lending. But many are still waiting for the payoff. Despite their best intentions, lending teams continue to feel stuck navigating disconnected tools, redundant systems and AI that haven’t delivered the promised Return On Investment (ROI). The problem isn’t lack of innovation. It’s lack of alignment between the way lenders actually work, and the technology meant to support them. The result? Frustrated staff, slower deals, an inability to truly differentiate the customer experience and missed opportunities. For many institutions, the promise of digital transformation has turned into an operation traffic jam where every process looks automated on paper but feels slower in practice. And for the first time, the real cost of that disconnect is becoming clear. # The Efficiency Gap In a recent analysis of two financial institutions using traditional LOS and core-based lending tools, the data told a familiar but eye-opening story: - Each institution was losing roughly five (5) to six (6) hours per loan due to context switching between multiple technologies and underutilized systems. - Across nearly 6,000 loans annually, that adds up to more than 45,000 hours of lost productivity. - With nearly 4,000 total employees across both companies and an average fully loaded full-time employee (FTE) cost of $105,750 per year, which equates to roughly 20 FTEs or more than $2 million dollars in inefficiency. It’s not a failure of technology. It’s a failure to understand the people using it. When tools aren’t built for the way lending teams actually work, “digital transformation” becomes digital drag. # The Human Side of Banking At its core, the business of banking has always been human. Built on trust, relationships and a deep understanding of customers and their communities. Technology and process are critical, but they’re meant to support people, not replace them. When leadership teams overlook how relationship-driven lending truly is, it creates a gap between what’s purchased and what’s practical. That disconnect leads to stalled growth, lower morale and technology that feels imposed rather than empowering. Employees stop believing the system will help them, and adoption suffers before results ever have a chance to appear. The result is often misaligned technology and underwhelming ROI. Institutions need partners who can assess the current state of their lending processes, identify what’s working and define a future where process standardization and technology work together to empower both lenders and borrowers. # Why Adoption—Not Innovation—Defines ROI Many institutions have invested heavily in platforms that promised efficiency but failed to deliver adoption. Technology exists, but it’s often misaligned with daily lending workflows. Frontline staff revert to spreadsheets, emails, and shared drives, while leadership wonders why the new system is not adopted. The truth: Lenders didn’t fail to adopt the tech. Tech failed to support the lenders. We all focus on the ROI of investments in our business, but the real question is: how do we make sure we actually achieve it? Most platforms require lending teams to change the way they work. And the greater the change, the lower the chance of adoption. A second challenge is the false assumption that users will naturally take ownership of adoption and willingly change their behavior. In reality, without a clear plan and hands-on guidance, even the best-intentioned teams fall back on familiar habits. It’s no surprise that most software conversions fail to live up to the hype. True adoption requires more than training and checklists—it demands leadership alignment, user advocacy and visible reinforcement. The best technological partners don’t disappear after go-live. They stay embedded, measuring progress and reinforcing success until new behaviors stick. When evaluating a technology solution to elevate your loan origination process, look beyond features and promises. Filter your choice by how well the vendor understands your unique way of doing business and by how committed they are to supporting adoption through engagement and ongoing partnership. # From Tech Fatigue to Measurable Progress Institutions participating in the Summit Success Process are now quantifying (and correcting) those gaps. By mapping the real-world lending journey and eliminating redundant tools, they’re reclaiming thousands of lost hours and reducing operational drag without adding headcount. The focus isn’t more software. It’s smarter alignment: - Centralizing communication instead of toggling between systems - Simplifying document collection for borrowers and staff - Integrating with core and LOS systems that already exist - Measuring adoption as a success metric, not an afterthought When technology begins to mirror how teams actually collaborate, efficiency stops being theoretical and starts becoming measurable. That’s when digital transformation finally earns its name. # The Real Cost of Inefficiency Lost hours don’t show up as a line item on an income statement and balance sheet, but they’re real. Every extra email thread, every file that needs renaming, every duplicate data entry, every login to a system that only “sort of works” compounds into hard-dollar impact. The difference between a lending team that thrives and one that’s merely surviving often comes down to how their technology is adopted, not just what’s deployed. # Trust, Alignment and the Path Forward The most successful institutions aren’t chasing transformation for transformation’s sake. They’re focused on working smarter—adopting tools that reduce friction, empower their people, and drive measurable ROI. Understanding the source of inefficiency is only half the battle. The real progress comes when institutions translate those insights into daily action: realigning teams, workflows and technology around measurable adoption goals. It’s not just about saving hours or speeding up loans. It’s about creating a culture where people feel confident, supported and connected to a shared purpose – where technology enhances relationships instead of replacing them. If your lending team feels like they’ve done everything right and still aren’t seeing the return, you’re not alone. Let’s uncover what’s really holding efficiency back and start fixing it together. ***About the Author*** *Joshua Talbert, Head Sherpa (CEO) of mysherpas is an experienced Chief Executive Officer with a demonstrated history of success working in the SaaS, real estate and medical device industries.* ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Security by Design: Building Trust in the AI Era](https://www.mysherpas.ai/articles/security-by-design-building-trust-in-the-ai-era/) **Published:** September 9, 2025 **Author:** Joshua Talbert **Content:** CTO Insights Series | Part 2 of 3 By Donald Wichern, Co-Founder & Tech Sherpa (CTO), mysherpas For years, lending teams have made decisions shaped less by structure and more by instinct. A gut feeling. A past loss. An unspoken rule. A bias passed down as “credit culture.” It may keep the engine running in the short term, but it’s not scalable, not defensible, and it erodes borrower trust over time. The latest ***Federal Reserve Report on Employer Firms*** underscores just how **fragile the system** has become: - **57% of small businesses now cite reaching customers and growing sales as their top operational challenge,** up from 53% a year ago. - **75% report rising costs,** and more than half struggle with uneven cash flow and operating expenses. - **41% of financing applicants didn’t get the full amount they sought,** with many denials tied to carrying too much debt. That’s nearly double the rate from just three years ago. - **Lender satisfaction is plummeting.** This is especially true with online lenders, where net satisfaction fell from 15% to just 2%. These aren’t just numbers. **They’re signals of a system straining** under the weight of subjectivity and fractured processes. At mysherpas, we believe the path forward is Security by Design: - **Structure Over Instinct:** every workflow, every compliance check, every data handshake must be rooted in structure. That creates defensibility when regulators ask why decisions were made. - **AI With Guardrails:** AI should never be a black box. With the right boundaries, it behaves like a teammate — accelerating decisions while reinforcing trust. - **Proactive Compliance:** when regulations shift, lenders shouldn’t scramble. Security by design means compliance adapts in real time, so teams can focus on lending, not firefighting. **This isn’t about slowing down with more controls.** Done right, **security clears the path forward** making lending scalable, defensible, and, most importantly, trustworthy. **Your trusted guide,** **Don Wichern** *Co-Founder & Tech Sherpa (CTO), mysherpas* ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Practical: A Trusted Teammate, Not a Black Box ](https://www.mysherpas.ai/articles/practical-a-trusted-teammate-not-a-black-box/) **Published:** October 7, 2025 **Author:** Joshua Talbert **Content:** CTO Insights Series | Part 3 of 3 By Donald Wichern, Co-Founder & CTO, mysherpas Making AI AI is everywhere in lending conversations. But too often, it’s presented as an all-knowing oracle. A mysterious black box that promises answers without showing the work. For lenders, that’s not just unhelpful, it’s a risk. At mysherpas, we see AI differently. It should act like a trusted teammate: - Transparent surfacing the “why” behind a recommendation, not just the result. - Contextual tuned to your workflows, policies, and risk appetite, not generic one-size-fits-all models. - Integrated aligned with existing processes so teams don’t have to re-engineer their day-to-day. - Collaboratively augmenting staff with a second set of eyes, rather than replacing human judgment. The MIT researchers concluded that organizations partnering with external providers — and demanding process-specific customization tied to business outcomes — see double the success rates compared to those trying to build in isolation. That’s exactly our ethos: AI that embeds into workflows, improves over time, and clears the path for lenders to focus on relationships and growth. ***Making AI practical** isn’t about chasing headlines. **It’s about designing trust, transparency, and outcomes into every decision.*** ***The Reality Check: What the Numbers Say*** > **95% of organizations report no ROI on their GenAI investments**, despite $30–40B spent. *Source: MIT “GenAI Divide: State of AI in Business 2025”* > > **57% of small businesses cite reaching customers/growing sales as their top operational challenge** (up from 53%). *Source: 2025 Fed Report on Employer Firms* > > **75% report rising costs, while more than half struggle with uneven cash flow and operating expenses.** *Source: 2025 Fed Report on Employer Firms* > > **41% of financing applicants didn’t receive the full amount they sought** with denials tied increasingly to existing debt loads (up from 22% in 2021). *Source: 2025 Fed Report on Employer Firms* **Your trusted guide,** **Don Wichern** *Co-Founder & Tech Sherpa (CTO), mysherpas* ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [How Embedded Workflows and Real-Time Data Are Reshaping Loan Operations ](https://www.mysherpas.ai/articles/how-embedded-workflows-and-real-time-data-are-reshaping-loan-operations/) **Published:** August 12, 2025 **Author:** Mohsin Bakhich **Content:** After more than three decades building complex embedded systems — from space-grade electronics to real-time surgical algorithms — one thing has become crystal clear to me: complexity is easy. Elegance is hard. At mysherpas, we don’t just build software. We build systems that help real people solve real problems faster, with less friction and more confidence. That starts by simplifying what’s behind the scenes. **Why Embedded Workflows Matter Loan operations shouldn’t feel like a scavenger hunt. Yet across financial institutions, teams are bouncing between disconnected systems, chasing documents, duplicating data entry, and relying on email to keep deals moving. That’s not just inefficient. It’s risky. We’ve taken a different path. mysherpas embeds smart workflows directly into your existing lending process. This brings together compliance, collaboration, and document management in one guided system. This means: - Less room for human error - Fewer steps and simplified communication/processes - Real-time insights, available exactly when they’re needed We’re not stacking more tools. We’re creating a smarter, unified experience. **Real-Time Data, Real Decisions Legacy platforms often feel like digital filing cabinets. They store data but don’t act on it. mysherpas surfaces insights as they happen. We flag risks, auto-classify files, and empower teams to act quickly and with clarity. Instead of overwhelming your team with dashboards or scattered notifications, we focus on embedding intelligence into the workflow itself. Our platform works in the background to support your team’s decisions, reduce delays, and increase confidence at every step. Designing for Humans, Not Just Systems Over my career, I’ve launched systems into space and patented more than 150 technologies. But my passion has always been making the impossible feel intuitive. That’s what drives our work at mysherpas. We thrive on solving hard problems and delivering simple, elegant solutions that ***work***. If your team is tired of juggling platforms and patchwork processes, it might be time to rethink the foundation. The future of lending isn’t just digital. It’s consistent process embedded with intelligent, human-centered design. Your trusted guide, **Don Wichern** Co-Founder & CTO ![author avatar](https://secure.gravatar.com/avatar/04865c340b34e0fff32df16931eaae12309202fab85a125b0cbd834455d659b9?s=300&d=mm&r=g) Mohsin Bakhich [See Full Bio](https://www.mysherpas.ai/author/mouhsine/) [ ](https://www.mysherpas.ai/author/mouhsine/) --- ### [What’s Driving Tech Spending in Banking and Credit Unions?](https://www.mysherpas.ai/articles/whats-driving-tech-spending-in-banking-and-credit-unions/) **Published:** May 13, 2025 **Author:** Mohsin Bakhich **Content:** This month kicks off our three-part CEO Insights series from Head Sherpa Joshua Talbert—an inside look at the trends, pressures, and opportunities shaping the future of fintech. In each installment, Josh unpacks how community institutions can lead with transparency, agility, and trust in today’s digital-first world. In Part 1, we explore what’s fueling record-level tech investment across banks and credit unions. According to Jack Henry’s 2024 Strategic Priorities Benchmark Study, 79% of banks and credit unions plan to increase their tech budgets through 2025 and 2026. So, what’s driving this investment? Leaders are doubling down on: - Growing low-cost deposits (54%) - Boosting operational efficiency (43%) - Growing loan portfolios (38%) - Enhancing customer experience (30%) ***The data paints a clear picture: the future of financial services is digital-first—and it’s happening fast.*** But here’s where it gets especially interesting: banks and credit unions are eyeing small- and mid-sized business (SMB) clients like never before. In fact, 93% of banks and 70% of credit unions plan to actively pursue SMB relationships in the near term. Why? Because nearly 80% of this segment is currently held by the top 25 U.S. banks. That’s a massive opportunity for community institutions that can offer speed, personalization, and smarter digital experiences. To compete, institutions are turning to platforms like mysherpas—a commercial lending solution built to help community banks and credit unions compete with agility and confidence. mysherpas gives teams the digital infrastructure to streamline processes, manage complexity, and offer the kind of seamless experience SMB borrowers expect. The institutions that win will be those that invest in tools not just to catch up—but to stand out. **Joshua Talbert** CEO and Head Sherpa **Curious how your institution stacks up?** [Schedule a free discovery session to explore what’s possible.](https://crm.zoho.com/bookings/mysherpasDiscoverySessionBookingPage?rid=07a7c17a05512b4b0725a315d63616177023b99918155b152ee6b8c79e09af228e5191b83b76eeb3e898d065712dda9dgid4ccc5a0c2ce69b3d54621f9d42c2b9fde604c4ea2ed00749dcfd4e6b326ce534) ![author avatar](https://secure.gravatar.com/avatar/04865c340b34e0fff32df16931eaae12309202fab85a125b0cbd834455d659b9?s=300&d=mm&r=g) Mohsin Bakhich [See Full Bio](https://www.mysherpas.ai/author/mouhsine/) [ ](https://www.mysherpas.ai/author/mouhsine/) --- ### [From Strategy to Execution: What Smart Lending Leaders Are Doing Differently ](https://www.mysherpas.ai/articles/from-strategy-to-execution-what-smart-lending-leaders-are-doing-differently/) **Published:** June 10, 2025 **Author:** Mohsin Bakhich **Content:** If you caught last month’s newsletter, you saw the data: tech budgets are rising, and there’s urgency behind the investment. But here’s the real question I’m hearing from leaders right now—how do we make it work on the ground? The answer isn’t one-size-fits-all. But there are a few patterns that keep coming up in my conversations with banks and credit unions who are getting it right. 1. **Digital Lending Has Moved From “Nice to Have” to Non-Negotiable:** Lending is where your institution either wins or falls behind. And if you’re relying on manual handoffs, disconnected systems, or duct-taped processes, you’re not just slowing things down, you’re bleeding productivity. Every institution I talk to is looking to modernize their lending platform in the next 12–24 months. Not for the sake of shiny tech, but because the old way simply is no longer working. 2. **Smart Automation Frees Up Your Best People:** This isn’t about replacing talent. It’s about unleashing it. Your loan officers should be building relationships, not chasing tax returns or manually packaging files. The more friction you remove, the more capacity your team has to focus on the work that moves the needle. 3. **Workflow Matters More Than You Think:** Too many institutions still treat the steps between borrower intake and underwriting like a black box. But the how matters. When your workflows are clear, automated, and measurable, you gain consistency, visibility, and flexibility across the board. That’s not just operational value…it’s a strategic advantage. 4. **Real-Time Insights Replace Guesswork:** If your pipeline report still lives in an Excel doc that takes days to update and varies from one team to the next, you’re not alone. But it doesn’t have to be that way. Modern lending platforms give you clean dashboards, automated updates, and the ability to track performance and prioritize with confidence. That kind of clarity changes the game. 5. **Security Isn’t Just a Feature. It’s the Foundation:** Emailing and texting loan docs still happens. And it’s still a huge risk. Customers want options, but your team needs guardrails. If your platform doesn’t let borrowers upload via email, portal, or mobile in a secure, compliant way, it’s time for a change. *The bottom line?* The leaders who are making real progress right now aren’t overhauling everything overnight. They’re focusing on the core lending workflows, removing noise, and giving their teams the tools to execute with confidence. That’s why we built mysherpas as your trusted guide. If you’re ready to stop duct-taping your lending process together, we should talk. **Joshua Talbert** CEO and Head Sherpa **Want to talk through how this could work for your team?** [Let’s set up a quick discovery call.](https://crm.zoho.com/bookings/mysherpasDiscoverySessionBookingPage?rid=07a7c17a05512b4b0725a315d63616177023b99918155b152ee6b8c79e09af228e5191b83b76eeb3e898d065712dda9dgid4ccc5a0c2ce69b3d54621f9d42c2b9fde604c4ea2ed00749dcfd4e6b326ce534) ![author avatar](https://secure.gravatar.com/avatar/04865c340b34e0fff32df16931eaae12309202fab85a125b0cbd834455d659b9?s=300&d=mm&r=g) Mohsin Bakhich [See Full Bio](https://www.mysherpas.ai/author/mouhsine/) [ ](https://www.mysherpas.ai/author/mouhsine/) --- ### [Future-Proofing the Borrower Experience in a High-Stakes Market](https://www.mysherpas.ai/articles/future-proofing-the-borrower-experience-in-a-high-stakes-market/) **Published:** July 8, 2025 **Author:** Mohsin Bakhich **Content:** In the final installment of our CEO Insights series, I want to focus on one of the most talked-about areas in commercial lending right now: the borrower experience. Lenders everywhere are under pressure to grow portfolios, stay compliant, and meet the rising expectations of borrowers. The institutions that will lead in this next chapter aren’t just investing in digital technology. They’re rethinking how borrower experiences are designed, delivered, and scaled. **At mysherpas, we believe future-proofing borrower experience means:** - Reducing friction through embedded workflows and guided intake - Delivering real-time visibility so teams can respond, not react - Empowering loan officers with AI as a second set of eyes—not a replacement - Building digital infrastructure that adapts to your team and regulatory environment When your platform is built for real-life lending, it does more than digitize forms. It removes bottlenecks, increases consistency, and gives borrowers and lenders the confidence to move forward quickly. Thank you for following along in our CEO series. Stay tuned—next month, I pass the mic to our CTO, Don Wichern, for a deeper dive into how we build technology that delivers on this vision. **Joshua Talbert** CEO and Head Sherpa **Want to talk through how this could work for your team?** [Let’s set up a quick discovery call.](https://crm.zoho.com/bookings/mysherpasDiscoverySessionBookingPage?rid=07a7c17a05512b4b0725a315d63616177023b99918155b152ee6b8c79e09af228e5191b83b76eeb3e898d065712dda9dgid4ccc5a0c2ce69b3d54621f9d42c2b9fde604c4ea2ed00749dcfd4e6b326ce534) ![author avatar](https://secure.gravatar.com/avatar/04865c340b34e0fff32df16931eaae12309202fab85a125b0cbd834455d659b9?s=300&d=mm&r=g) Mohsin Bakhich [See Full Bio](https://www.mysherpas.ai/author/mouhsine/) [ ](https://www.mysherpas.ai/author/mouhsine/) --- ### [How mysherpas Improves Loan Operations Efficiency for 7a Lenders](https://www.mysherpas.ai/articles/how-mysherpas-improves-loan-operations-efficiency-for-7a-lenders/) **Published:** April 22, 2024 **Author:** Joshua Talbert **Content:** The mysherpas platform gathers, organizes and consolidates loan documents from a single location, providing maximum visibility for all stakeholders and a better borrower experience. It also automates messaging and other follow-up processes in addition to simplifying document uploads. Moreover, mysherpas reads, renames and drops documents into the designated folder, then generates a to-do list for users. mysherpas also offers specific features that make it an excellent solution for Small Business Administration (SBA) 7a lenders. **Overview The SBA 7a loan program is the SBA’s primary business loan program for small businesses. It guarantees loans for lenders, allowing them to provide financial assistance for businesses with special requirements. 7(a) loans can be used for a variety of business purposes, including: - Real estate development - Working capital - Refinancing debt - Changes of ownership - Buying and installing equipment - Multiple purpose loans The maximum loan amount for a 7a loan is $5 million. Key factors that determine a business’s eligibility include its source of revenue, credit history and geographic location. **Needs List mysherpas provides a pre-built needs list for all SBA 7a loan types, including the following: - C-Corps - S-Corps - LLCs - Partnerships - Collateral Users can review their entire loan pipeline at a glance, allowing them to see the documentation their borrowers have provided, and the remaining documents needed to complete the file and move the loan to closing. The platform also keeps stakeholders up-to-date and ensures they know what they need to do without the need to send status emails or make calls. The mysherpas needs list is also dynamic, as it automatically updates when borrowers, brokers and lending team members complete action items like requests for files and information. In addition, users can assign items on the needs list to multiple people. **Visibility mysherpas offers complete visibility of borrower and lending team tasks, including real-time visibility of loan files and their status as they progress from lead to origination to servicing. This capability also eliminates the need to create folders, rename files, email downloads and upload files to shared drives. mysherpas also integrates hard and soft Transunion credit reporting on borrowers, as well as quick-flag risk reporting on businesses and individuals. In addition, it provides a simplified package view for borrowers and lending team members, so they no longer need to know where files should go. **Configurable Users can configure mysherpas to an existing process, maximizing the efficiency of loan officers. For example, it includes the standard 10-tab format required for SBA submissions, but users can change the format to one required by a particular lending institution or broker. The secure upload page is also configurable to accommodate team members who interact with borrowers or brokers, such as business development officers and loan officers. **Unified Documentation mysherpas seamlessly integrates all processes into an intuitive, user-friendly workspace, thus facilitating collaboration between borrowers, lending team members and managers. Standard forms also automatically populate, making them digitally fillable and signable. In addition, the platform offers one-click export for loan closing and servicing activities. **Learn More** To learn more about the mysherpas platform and how it can help improve efficiency for your lending operations, visit [mysherpas.ai](https://www.mysherpas.ai) or schedule a free demonstration here: [https://calendly.com/wilson\_suafilo/intro-call](https://calendly.com/wilson_suafilo/intro-call) ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [How mysherpas Helps Certified Development Companies (CDCs) and 504 Lenders Streamline Their Lending Operations](https://www.mysherpas.ai/articles/how-mysherpas-helps-certified-development-companies-cdcs-and-504-lenders-streamline-their-lending-operations/) **Published:** April 29, 2024 **Author:** Joshua Talbert **Content:** mysherpas offers a platform that allows lenders to gather documents, organize and consolidate them from a centralized location. It provides loan stakeholders with complete visibility into the lending process and gives borrowers a better experience. Additional features of this platform include automatic messaging, simplification of document uploads and generation of a list of outstanding action items. mysherpas is an excellent solution for lenders, including those involved with Small Business Administration (SBA) 504 loans. **Overview The SBA 504 program provides long-term, fixed-rate loans that promote the growth of a business and the creation of jobs. They’re available through Certified Development Companies (CDCs), which are community-based partners that the SBA certifies and regulates. The maximum loan amount for a 504 loan is $5.5 million, although borrowers may be able to get $5.5 million each for certain energy projects, up to a maximum of three projects. Borrowers can use 504 loans to buy or build a variety of assets, such as land, buildings, facilities, streets, utilities and landscaping services. The purchase of machinery may also be a valid use of 504 loans, provided the machine has at least 10 years of useful life remaining. **Needs List mysherpas allows lenders to review their entire pipeline at a glance, letting them see the documents their borrowers have already provided and what they still need to move the loan to closing. Stakeholders like borrowers, lending team members and third-party lenders remain up-to-date on what they need to do without the need for status emails or phone calls. mysherpas provides a pre-built needs list for all SBA 504 loan types, including the following: - Collateral - LLCs - S-Corps - C-Corps - Partnerships The needs list is also dynamic, as it automatically updates in response to stakeholder actions. In addition, users can assign tasks on the needs list to multiple people. **Configurable Users can configure mysherpas for an existing workflow. For example, SBA submissions for 504 loans must be in the standard 28-tab format, but users can configure a loan package format for a particular Certified Development Company (CDC). They can also configure secure upload pages for forward-facing team members like business development officers who interact with borrowers or third-party lenders. **Collaboration mysherpas consolidates documents such as attachments, emails and needs lists in one central location that’s visible to all stakeholders. This feature facilitates collaboration among stakeholders, allowing them to seamlessly progress loans toward approval. **Visibility The mysherpas platform provides complete visibility of tasks for both borrowers and lenders. Users can view the loan status in real time, as it progresses from lead to origination and then servicing. The simplified package view means that borrowers and lending team members no longer need to know where each file goes. **Done-for-You mysherpas performs many tasks that lenders have historically needed to perform manually, including filling in digital forms and making them signable. It also provides one-click export for closing and servicing the loan. In addition, mysherpas integrates hard and soft Transunion credit reports on borrowers, along with quick-flag risk reporting on businesses and individuals. **Learn More** To learn more about the mysherpas platform and how it can help streamline your lending operations, visit [mysherpas.ai](https://www.mysherpas.ai) or schedule a free demonstration here: [https://calendly.com/wilson\_suafilo/intro-call](https://calendly.com/wilson_suafilo/intro-call) ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Comparing the Performance of 2 Commercial Loan Officers](https://www.mysherpas.ai/articles/comparing-the-performance-of-2-commercial-loan-officers/) **Published:** July 19, 2024 **Author:** Joshua Talbert **Content:** In the competitive world of commercial lending, the efficiency and effectiveness of loan officers are key to the success of financial institutions. This article compares two types of commercial loan officers: the “Traditional Loan Officer” (TLO) and the “Deal-Maker” (DM). The TLO works manually, relying on email and phone calls, and focuses heavily on personal connections with customers. The DM, on the other hand, uses advanced loan origination (LO) technology to communicate with team members and manage various administrative tasks. Let’s see how technology impacts productivity, customer satisfaction, and overall performance in commercial lending. ## **Lender #1: The Traditional Loan Officer** The TLO operates in a largely manual environment, handling all aspects of the loan origination process independently. This role involves identifying and qualifying viable loan leads, gathering necessary documentation, coordinating with analysts, and ensuring the bank has all the information needed to make a lending decision. The TLO spends a significant portion of their time on administrative and clerical tasks, which can be labor-intensive and time-consuming. ### **Time Allocation** One of the critical challenges faced by the TLO is time management. Conversations with commercial lenders reveal that up to 50% of a TLO’s time is dedicated to administrative tasks like file collection, needs list preparation, follow-up, data entry, information clarification, calendar management, document review, CRM updating, and pipeline report generation. These tasks, while essential, don’t directly contribute to revenue generation or customer engagement—thereby limiting the TLO’s productivity. If a TLO has 30–40 hours each week available for productive activities, imagine the business growth if that administrative time could be reduced. ### **Pipeline Management** Pipeline management for the TLO is a manual process. The TLO manually prepares reports for management, tracking the progress of each loan application. This can lead to inefficiencies, errors, and delays, affecting the loan approval process and misleading management on loan closing timelines. The lack of an LO platform limits the TLO’s visibility into their pipeline, making it challenging to prioritize tasks effectively. ### **Customer Interaction** The significant time spent on administrative tasks leaves the TLO with less time for direct customer interaction. This can impact customer service quality, as the TLO may struggle to respond promptly to inquiries, provide updates, or address concerns. Information requests and answers sometimes get lost between the applicant and the TLO, or between the TLO and the applicant’s team, like appraisers, real estate brokers, and lawyers. The manual environment requires the TLO to constantly scan multiple apps and channels to find the latest communication. Common complaints from business loan applicants include long processing times, multiple requests for the same information, and a lack of transparency. These issues often stem from poor communication and inconvenient document handling. Moreover, the TLO has less time to get to know the applicant, which means they risk missing critical information. This lack of understanding can limit the lender’s creativity in finding the best solutions for the applicant, forcing the TLO to stick strictly within bank lending parameters. ## **Lender #2: The Deal-Maker** ### **Operating Environment** In contrast, the DM operates within an environment supported by an LO platform. This technology aims to maximize the DM’s time with applicants and enhance their ability to identify and qualify leads. The platform manages necessary documents, tracks loan application progress, advises team members on tasks, notifies the DM of unfulfilled tasks, and facilitates communication across all channels. This integration streamlines the loan process, reducing the administrative burden on the DM. ### **Time Allocation** The DM spends only about 15% of their time on clerical and administrative activities—a significant reduction compared to the TLO. Automation of tasks like needs list production, task prioritization, enhanced communication, document management, loan package creation, and report generation frees up the DM’s time. This allows the DM to focus on building client relationships, identifying new business opportunities, and negotiating loan terms. ### **Pipeline Management** The LO platform used by the DM offers robust pipeline management capabilities. Management can access the DM’s pipeline in real-time, providing visibility into deal progress. Automated reports eliminate the need for manual report preparation. This real-time tracking and reporting enable better decision-making, faster approvals, and more efficient loan processing. It also allows a new DM to step in during vacations or if a lender leaves. ### **Customer Interaction** With reduced administrative workload, the DM can dedicate more time to customer interaction. The DM can respond quickly to inquiries, provide timely updates, and offer personalized service. The LO platform supports communication across multiple channels, enhancing the customer experience by ensuring clients can reach the DM through their preferred method of contact. The applicant becomes a “partner” in the process with full access to their application’s status. A critical moment in a customer’s relationship with the bank is when they apply for a loan. Improving the experience at this crucial time shows that the bank has the applicant’s best interest at heart. This personalized approach can create deep customer loyalty, as applicants feel valued and understood. ## **Performance Comparison** ### **Productivity** The DM’s use of technology significantly enhances productivity. By automating routine tasks, the DM can handle more loan applications than the TLO. The reduced time spent on administrative activities allows the DM to focus on revenue-generating activities, leading to higher overall performance. The DM can also review their pipeline in real time on any device. ### **Accuracy and Efficiency** Automation improves accuracy and efficiency. The manual processes followed by the TLO are prone to errors and delays, whereas the DM’s automated system ensures tasks are completed correctly and on time. This reduces the risk of oversights that could delay loan approvals or cause compliance issues. ### **Customer Satisfaction** Customer satisfaction is notably higher with the DM due to increased visibility and responsiveness. The DM’s ability to provide timely updates and communicate effectively across multiple channels enhances the overall customer experience. In contrast, the TLO’s limited time for customer interaction can lead to slower response times—and lower satisfaction levels. ### **Management Insights** The real-time reporting capabilities of the LO platform provide management with valuable insights into the loan pipeline. This allows for better resource allocation, quicker decision-making, and improved strategic planning. The TLO’s manual reporting process offers limited visibility and can hinder management’s ability to make informed decisions. ### **Cost Efficiency** The commercial loan officer’s position is one of the most expensive on a lender’s payroll. The reduction in administrative and clerical time spent by the DM can add up to the equivalent of several additional loan officer positions. This improved efficiency enhances productivity and provides significant cost savings for the bank, allowing resources to be reallocated to other critical areas. ### **Challenges and Considerations** While the DM’s use of technology offers numerous advantages, potential challenges include the investment of time and resources to implement a sophisticated LO platform and the learning curve for loan officers adapting to new technology. Management must prioritize the adoption of the LO platform to ensure its success. For the TLO, the primary challenge is the inefficiency inherent in a manual process. Continuing with traditional methods may deliver a superior experience up to a point, but the TLO’s bandwidth will limit their ability to serve customers and generate new business. When choosing an LO platform, it’s crucial to evaluate the software’s ability to drive efficiency and provide a superior customer experience, supporting the loan officer’s contribution to the lender’s goals. ## **Add Automation to Streamline Your Loan Process** The comparison between the TLO and the DM highlights the transformative impact of technology on commercial lending. The DM’s automated environment significantly enhances productivity, accuracy, and customer satisfaction while providing management with valuable insights. Conversely, the TLO’s manual process, though less efficient, can offer personalized service at a lower capacity. As financial institutions evolve, integrating technology in loan origination is becoming an increasingly important competitive factor. Balancing the efficiency of automation with the need for personal interaction will be key to achieving optimal performance and customer satisfaction in commercial lending. Let mysherpas show you how to elevate your loan officer’s performance and customer satisfaction. ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Three Key Questions for Lenders](https://www.mysherpas.ai/articles/three-key-questions-for-lenders/) **Published:** August 22, 2024 **Author:** Joshua Talbert **Content:** Let’s face it: the current state of the commercial loan process can feel like an outdated maze that no one enjoys navigating. Despite this, many industry professionals have become so accustomed to the status quo that they don’t even see the cracks in the foundation. Meanwhile, your customers—those businesses you serve—often find the process opaque, confusing, and painfully slow. The time it takes to get a loan request ready for a decision can be excessive, and it’s costing you business. To shed light on these issues and propose a better path forward, here are three key questions that every bank and credit union should ask themselves. These questions might seem simple, but the answers will reveal whether your commercial lending process is outdated—and how much better it could be with the right technology. ## Common Challenges of Current Loan Systems As the CEO of mysherpas, a company dedicated to revolutionizing the commercial lending process, I frequently engage with banking and credit union leaders. And despite their expertise and experience, they often find themselves grappling with a commercial loan process that hasn’t evolved in decades. While this process may be familiar, it’s also fraught with inefficiencies, disjointed communication, and a severe lack of transparency for all participants involved. These pain points don’t just frustrate lenders—they likely have a tangible impact on your bottom line and, more importantly, on your customers’ satisfaction. To help professionals like you move into the modern era, I’ve put together these three simple questions that will hopefully shed light on the state of your loan system. ### 1) Are You Still Lending with Email? It’s 2024. So why are so many commercial loans still being processed through endless email threads? Think about it—how many times has a crucial piece of information been buried in someone’s inbox, delaying the entire process? Or worse, how often has sensitive information been mistakenly sent to the wrong recipient, raising security concerns? Relying on email for loan processing isn’t just inefficient. It’s also risky. Emails get lost, misinterpreted, or hacked, and this creates a fragmented communication chain that’s nearly impossible to follow… especially when multiple stakeholders are involved. With traditional methods, communication between a borrower and your lending team includes messages scattered across text, email, and chat—often inaccessible to all members of the lending or borrower teams. In today’s fast-paced business environment, where customers expect seamless, real-time interactions, email is simply not up to the task. The mysherpas platform addresses this issue head-on by offering transparent and aggregated communication across multiple channels. No more hunting through endless email threads or worrying about missed connections. Our platform centralizes all communication, ensuring that everyone involved in the loan process—whether they’re on your team or your customer’s—is always on the same page. Moreover, the customer can continue to use whatever communication channel they prefer. ### 2) Where Are Your Documents? Ask yourself this: do you know exactly where every document related to a current loan application is stored? If the answer isn’t an immediate and confident “yes,” you have a problem. Document management is a critical component of the loan origination process, yet it’s often handled in the most disorganized ways imaginable. There is a technological asymmetry between the tech stack used by the lender and the one used by the loan applicant. Files can be scattered across various systems, shared drives, email attachments, and sometimes even physical storage. This disarray not only slows down the loan process but also opens the door to significant compliance and security risks. With the mysherpas platform, we’ve taken document management to the next level. Our platform allows for the secure upload and centralized management of all documents. Each loan has its own digital file, where every necessary document is stored, easily accessed, and, most importantly, secured. Our platform also offers standardized loan needs lists for each loan type. These can be easily customized to ensure that nothing is overlooked. Plus, questions about documents can be sent directly to the customer from within the document management system itself. Imagine the peace of mind that comes from knowing exactly where every document is at every stage of the loan process—and the time you’ll save by not having to hunt them down. ### 3) Who’s Driving This Deal? In many commercial loan processes, there’s a distinct lack of clarity around who is driving the deal forward. Is it the loan officer? The underwriter? The customer? In reality, the answer is often all the above… and none of the above. This ambiguity leads to delays, missed opportunities, and frustration for everyone involved. One of the most common complaints we hear from borrowers is that they feel like they’re left in the dark during the loan process. They’re unsure of where their application stands, what’s needed from them next, or when they can expect a decision. This lack of transparency can be the difference between winning and losing a client. Mysherpas solves this by guiding the decision-making process in a way that allows everyone involved to work in the way they prefer. Our platform uses AI-driven task tracking to ensure that every task is assigned, tracked, and completed on time. Furthermore, notifications keep all team members up to date on the tasks they need to complete. Plus, it prominently displays the degree of completion of the loan package and the portion required of each participant. In the mysherpas platform, there’s a high degree of visualization to make it easy to know where any part of a loan request stands. Whether it’s a document that needs to be reviewed, a communication that needs to be sent, or a decision that needs to be made, our system ensures that nothing falls through the cracks. Moreover, the platform provides a clear overview of who’s responsible for what at every stage of the loan process. This eliminates confusion and ensures that deals move forward as smoothly and quickly as possible. ## The Cost of Inaction If you’re still relying on email, struggling with document management, and dealing with unclear responsibilities, you’re not just wasting time. Your process is creating unnecessary customer satisfaction and retention risks. In today’s competitive environment, where customer expectations are higher than ever, you simply can’t afford to let these inefficiencies go unaddressed. The mysherpas platform is designed to transform the commercial loan process from a disjointed, confusing ordeal into a streamlined, transparent, and efficient experience. It’s not just about adopting new technology—it’s about fundamentally rethinking how you approach commercial lending. Imagine a loan process where communication is clear, documents are organized, and everyone knows exactly what’s happening at every stage. That’s not just possible. It’s already a reality for our clients who have made the switch to mysherpas. They’ve seen firsthand how our platform doesn’t just improve the loan process. It transforms it, delivering better outcomes for both the lender and the borrower. We call it the modern way to lend. ## Embrace the Change The commercial loan process doesn’t have to be a source of frustration. With the right tools, it can be a smooth, efficient, and even enjoyable experience for everyone involved. Isn’t that what you’d like business lending to be? If your current answers to the three questions we posed reveal more problems than solutions, it’s time to take a serious look at how mysherpas can help. Our platform is built to address these exact challenges, guiding your team and your customers through the loan process with clarity and confidence. Don’t let the outdated processes of yesterday hold you back from the success of tomorrow. Embrace the change. Your customers—and your bottom line—will thank you. ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Loan Requests: Going Beyond the Loan](https://www.mysherpas.ai/articles/loan-requests-going-beyond-the-loan/) **Published:** August 22, 2024 **Author:** Joshua Talbert **Content:** In the competitive world of commercial lending, certain loan officers excel—not just by closing deals, but also by building lasting client relationships. Take Anna, a seasoned loan officer with a 20-year career. Her clients, many of whom have followed her across institutions, trust her expertise, honesty, and dedication. What sets Anna apart isn’t just her ability to secure loans. It’s her understanding that the true goal of a loan request goes far beyond simply providing funds. ## The Secret behind Anna’s Success Anna’s success stems from her holistic approach to lending, viewing each loan as an opportunity to build and strengthen relationships. Her clients value the seamless and personal experience she provides. They know Anna isn’t merely focused on closing deals—she’s genuinely invested in their success. This dedication has earned her a loyal client base that continues to follow her. Accordingly, Anna consistently delivers value beyond the loan itself. She advises the best financing solutions, helps clients navigate the process, and ensures their needs are met efficiently. This level of service naturally leads to repeat business and referrals, which are the cornerstones of a successful career in lending. *Is this the person we want spending her time on clerical, administrative, and follow-up activities?* ## The Goals of Successfully Providing a Loan For many loan officers, the primary objective might be closing as many loans as possible. However, as Anna’s example shows, the true goal is multi-faceted. Successfully providing a loan involves several key objectives that can turn a one-time transaction into a long-lasting client relationship. ### 1. Meet the Client’s Needs The actual goal of any loan is to meet a specific client need—whether it’s purchasing equipment, expanding a business, or managing cash flow. Meeting the client’s needs goes beyond just providing funds. It requires understanding the client’s business, recognizing their challenges, and offering the best possible solution. ### 2. Provide an Excellent Customer Experience A smooth, transparent, and responsive loan process is crucial. A common customer complaint is receiving multiple requests for information and last-minute questions from the lender. Thus, clients appreciate loan officers who keep them informed at every step and minimize surprises. For example, Anna ensures the process is stress-free by anticipating needs and questions. That way, the applicant clearly knows what to expect and provide. Anna knows the importance of staying in front of the loan process to keep all parties focused on their priorities. *Does your organization make this easy for loan officers like Anna, or does it raise barriers that make this job more difficult?* ### 3. Building a Team Mentality A successful loan transaction should create a sense of partnership between the client and lender. When clients feel their loan officer is working with them and can keep the process moving forward, they’re more likely to trust their advice and return for future business. *Do you provide the tools for loan officers like Anna and their clients to reach this important destination, or is it up to them to make that happen alone?* ### 4. Creating Customer Loyalty Loyalty is a cornerstone of long-term success in lending. Clients who feel valued are far more likely to stay loyal, even if their loan officer moves to another institution. Anna’s career is proof of this—her loyal clients follow her for her honest advice, timely service, and genuine care. *Is your loan origination process designed to build customer loyalty to the loan officer, as well as your organization?* ### 5. Reducing the Cost of Acquiring a New Loan Customer acquisition is expensive and time-consuming. It’s more cost-effective to maintain and expand existing relationships than to constantly seek new clients. Furthermore, loyal clients bring additional business and referrals, reducing the need for extensive prospecting. In general, if you want to grow your portfolio, at least 30% of your new business must come from new clients. *What would it be worth if most of your new business came from referrals instead of marketing and prospecting?* ### 6. Minimizing Time to Loan Decision and Closing In business, time is money. Clients appreciate loan officers who can expedite the loan process. Anna is known for her efficiency, providing clear expectations and preparing complete loan packages, which reduces questions from underwriting. In fact, Anna excels in her anticipation of borrowers’ and lenders’ team needs. *Is your platform able to automate this aspect of the process to support loan officers like Anna?* ### 7. Eliminating Unqualified Loan Requests Early A major time-waster in lending is spending time on unqualified loan requests. By receiving key information and asking the right questions early on, loan officers can save time for themselves and their clients. Anna understands this and moves quickly to gather enough information to evaluate a loan request’s creditworthiness. That way, she can focus on loans that are likely to be approved. *Can your platform automate the pre-qualification stage, allowing loan officers like Anna to focus on high-quality deals?* ### 8. Maximizing Time for Prospecting Efficiently managing the loan process frees up time for loan officers to deepen existing relationships and find promising new prospects. Anna’s success lies in her ability to start the loan process with clarity, quickly pre-qualify her deals, efficiently build complete loan packages, and keep all team members engaged in the process to avoid surprises and delays. *Have you assessed whether your processes and technology support this key to success?* ## Going Beyond the Loan With all this in mind, the point of a loan request isn’t just to make the loan. It’s about building relationships, creating value, and ensuring mutual benefit for both the client and lender. By focusing on these broader goals—meeting client needs, providing excellent service, fostering loyalty, and maximizing efficiency—loan officers can transform routine transactions into long-term partnerships. This approach not only leads to higher client satisfaction and loyalty but also contributes to the loan officer’s personal success and fulfillment. Anna’s story is a reminder that the most successful loan officers are those who see beyond the numbers. They understand that each loan is an opportunity to make a difference in their clients’ lives. And in doing so, they build a legacy of trust, loyalty, and success that brings opportunities to them. **As leaders in the loan industry, it’s our responsibility to ensure that tools and processes support—not hinder—this vital activity. Give mysherpas a** [**call at 385-799-6595**](tel:385-799-6595) **and let us show you our modern way to support your lending team.** ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [The Year in Review: Climbing New Heights in Commercial Lending with mysherpas](https://www.mysherpas.ai/articles/the-year-in-review-transforming-commercial-lending-with-mysherpas-software/) **Published:** December 4, 2024 **Author:** Joshua Talbert **Content:** The past year has been an incredible journey of growth and innovation for mysherpas. Our cutting-edge software platform represents **a new category of technology in the lending technology stack** and is redefining the commercial lending experience. Designed to serve a diverse range of lenders—from Community Development Corporations (CDCs) to Community Banks, credit unions, non-bank lenders, Lending Servicer Providers (LSPs), Credit Union Servicer Providers (CUSOs), private lenders, and captive auto finance companies—mysherpas has delivered on its promise to revolutionize the loan process from origination to servicing. By integrating multiple functions into **a single, cohesive platform**, mysherpas has broken down the traditional communication silos that slow lending operations. This solution enables seamless, secure, real-time transparent collaboration between lenders, borrowers, and third parties. Let’s explore the milestones mysherpas achieved in 2024, guided by its original ambitious goals. --- ## **A Clear Path to Transformation** From the start, our goal for mysherpas was to reimagine commercial lending and to improve the experience for everyone involved. Success was defined by these core objectives: - **Maximizing the lender’s bandwidth** and free up time for building relationships and closing deals. - **Fostering team collaboration** by connecting loan officers, processors, analysts, underwriters, closers, managers, and any other stakeholder you can imagine in one environment. - **Enhancing borrower engagement** by making clients feel like valued partners in the process. - **Redesigning communication** for easier recall and follow-up, and reduced confusion. - **Automating repetitive, low-value tasks** to save time and reduce errors. - **Providing real-time updates** on loan pipeline, loan status and tasks, accessible on any device, anywhere. - **Ensuring simplicity and intuitiveness** to encourage adoption and reduce maintenance burdens. We think we’ve done it! Now, let’s dive into how mysherpas delivered on these promises in 2024 and see if you agree. --- ## **Equipping the Lending Teams for the Journey Ahead** **Eliminating the Complicated Tech Stack** Managing multiple tools for emails, document uploads, task management, and approvals wastes time and increases errors. If you took the time to measure how long it takes your team to handle items between software applications, such as Outlook to Teams, Teams to Sharepoint, Outlook to Slack, you would be surprised at how much of their bandwidth is consumed. mysherpas eliminates this complexity by consolidating all functions into one platform. There’s no need to switch between applications—saving time, avoiding document loss, reducing training requirements, and making tech support simpler. (And probably saving on licensing fees.) **Customization Without Compromise** Why should software dictate how you operate? mysherpas’ templated platform can be easily customized to fit a lender’s workflows. From data fields, needs list templates, loan stages, and loan types to document naming conventions and loan package structures, mysherpas adapts to your processes—not the other way around. mysherpas even simplifies compliance by converting loan officers’ packages into SBA-compliant file structures, such as the 7(a) and 504 programs, at the click of a button. Best of all, customization is part of the onboarding process and comes at no extra charge. **Loan Creation in Seconds** One of our early wins this year has been optimizing the loan initiation process. Creating a new loan or lead and initiating communication with the borrower now takes only seconds—an enormous leap from older, clunkier processes involving multiple systems and duplicate data entry. Did I say “clunky”? **Streamlined Collaboration** How do you reduce turnaround time and stop things dropping through the cracks? By encouraging collaboration, providing shared access, personalizing task management, and displaying progress in real time. We included editing and collaborating live on Microsoft documents, with mysherpas pulling the changes in for you. No other platform has this capability so seamlessly integrated. Would it be helpful to have a clear view of every loan’s progress? Whether you’re a loan officer, manager, processor, or underwriter, you can now easily see the following elements: - Current status of the loan - Real-Time status of items fulfilled and remaining to complete the loan file. - Remaining tasks for all involved - Communications between team members - Alerts when the package is ready for your input mysherpas will also add your Contacts and Key Contacts so you can collaborate with any team member in one location. With mysherpas, say goodbye to team members staring at each other while the ball drops between them! **Aggregated and Trackable Communication** Commercial loans involve multiple participants, which can make communication tricky. Instead of digging through endless email threads, mysherpas files communications by subject and keeps everything in one place located directly with the working loan file and is fully searchable, including the text within documents.. All communication is organized by topic or thread. This makes it easy to track requests, follow up on responses, and know who’s responsible for each task. Many users have even been able to retire their stacks of printed emails for each loan. **A Platform That Does What You Need** Need to edit a Word document, fill out a form, send a package to your loan committee, or answer a borrower’s question while watching a Saturday baseball game? With mysherpas, you can do it all from your laptop or phone without leaving the platform. This integrated functionality saves time and speeds up decision-making, helping your team turn loans around faster. Find yourself grinding through menus and folders to find a loan, a document, or a name? mysherpas’ powerful Search Function lets you find anything you’re looking for in your entire portfolio from all document file types, including images. --- ## **Visibility That Keeps You on Track** Do your business development officers (BDOs) or loan officers spend too much time on deals that won’t close? mysherpas’ pipeline management feature allows managers to coach their teams early, prioritize focus, and tweak deals to improve their chances of closing. For leaders, mysherpas simplifies pipeline reporting. Whether you’re forecasting volume, scheduling committee meetings, or tracking origination goals, the pipeline views and loan overviews give you a real-time view of progress. Your loan pipeline’s phases are built into the platform. Put an end to monthly reporting fire drills and start working with reliable, up-to-date information whenever you need it. --- ## **Smooth Onboarding for a Steady Ascend** **Quick Start for Lenders** mysherpas’ streamlined onboarding process ensures that new lenders can **be fully operational in as little as three weeks!** The platform is so intuitive that most lending team users are proficient by their third loan. This rapid setup minimizes disruption and delivers immediate value. Even your least technologically-inclined team members can navigate this platform. **Effortless Borrower Setup** Inviting borrowers onto the platform is just as simple. Borrowers can securely upload documents via email, direct uploads, or a personalized platform page. You can even use the onboarding process to verify identities, backgrounds, and credit, ensuring compliance with your policies. --- ## **Empowering Borrowers for the Climb** mysherpas isn’t just a tool for lenders—it’s designed to make the borrower’s experience seamless, transparent, and positive. **Real-Time Transparency** Borrowers no longer need to call for updates or wonder what’s next. mysherpas provides real-time updates, showing everyone on the team exactly where the loan stands. The borrower’s page is clean and focused, displaying only the tasks they need to complete. This simplicity reduces confusion and builds trust. **Secure Attachment Uploading** Protecting customer information is our number-one priority. Document upload into our secure document storage is protected by a secure link, encrypted and virus-scanned before reaching the loan package. All individuals must verify before being granted access to the document. Your customers will appreciate this… and so will your compliance and tech teams. **Patented Document Handling** Most document portals prioritize the lender’s convenience over the borrower’s. mysherpas flips the script with a patented file management system that adapts to borrower preferences. Documents are securely uploaded, virus-scanned, and automatically moved into the loan package—*no behavior changes required.* **Organized and Consolidated Communication** mysherpas tracks progress and alerts participants about outstanding tasks. All communications are organized logically for easy recall, making it easy to connect and respond without the chaos of fragmented conversations. Notably, your borrowers can continue to communicate via email if that’s their preference. **Task Management Made Easy** The borrower’s needs list is updated automatically so they know what is left to do. In addition, your BDOs and loan officers receive a digest that alerts them when the borrower has submitted files for their review and approval. This really helps keep a focus on the right priorities. **Document Completion and Signing** Ever have customers express frustration at filling in your loan application and other docs? We’ve certainly heard Loan Officers complain about receiving incomplete and improperly-filled-in loan applications, personal financial statements, and schedules from customers. mysherpas will convert any document you have into a fillable and signable form, complete with drop-down menus to streamline this task for your customers. It’s easy and straightforward. Furthermore, it’s all part of our commitment to deliver a great experience for your customers *and* your team. **mysherpas Supports Your Customers for You** We’ve taken great care to develop a platform that gives your customer choices. With mysherpas they have the choice to use the platform or continue working in their preferred manner. The platform will aggregate their information regardless of how they prefer to upload and communicate. Minimum disruption… maximum convenience! In 2024, we rolled out our Borrower Product Tour. This comprehensive learning device is an important part of our desire to make sure your customer can be onboarded very quickly and easily. We want their learning curve to be as short as possible. Remember, since most of a lender’s new business is repeat business, once they are on the platform, every future loan request becomes even easier for them… and you. --- ## **2024 Summit Success: Reaching New Peaks in Simplicity and Automation** We hope you agree that 2024 saw mysherpas evolve into a valuable technology partner for our clients. Simplicity and automation are at the heart of mysherpas’ success. This year, you can see our team delivered a very strong list of features that turns your loan process into a unique, competitive edge for you. We want your team *and* your customers to feel like one team working toward a common goal… helping your customers succeed. --- ## **The Road Ahead: Scaling Greater Heights in 2025** Looking back at 2024, we are delighted that mysherpas has become a game-changer in lending technology. But this is just the beginning. Our product map for 2025 is full of new features that further elevate the user experience. We are also excited about our additional goal to position mysherpas as a generator of qualified new leads for your team and revenue for your organization. We would love the chance to connect with you and learn about your business and discover if your organization would be a good fit to join our journey to reimaging the commercial lending experience for all. You can reach us @ **In the meantime, we wish you a happy holiday season and prosperous New Year.** **And remember… This is the future of lending!** ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [A Day in the Life of Jim: The Chief Loan Officer](https://www.mysherpas.ai/articles/a-day-in-the-life-of-jim-the-chief-loan-officer/) **Published:** September 25, 2024 **Author:** Joshua Talbert **Content:** Jim tapped his mug of coffee, half-empty and already growing cold, as he stared at the glowing dashboard on his computer screen. It was 8:30 am, and his morning routine as Chief Loan Officer at the community bank was in full swing. The display showed a color-coded pipeline of loans: red for trouble, green for on-track, and yellow for loans that might tip either way. Today, his eyes lingered on the yellow loans that, if pushed through, could help close a strong quarter for the bank. *How did I ever manage before, when the team was sending me their reports manually?* he thought to himself. “Okay,” he muttered, making note of three key deals that could make a difference by the quarter’s end, which was only two weeks away. His assistant interrupted with a soft knock. “Jim, Marcie’s here. She wanted to go over that multi-family construction loan structure you flagged yesterday.” Jim smiled. Marcie, one of the young loan officers who had joined the team a few months back, had a bright future ahead of her. Her passion for the work was evident—but like all newcomers, she still had a few rough edges to smooth out. “Thanks. Send her in.” Marcie entered with a stack of papers in hand, her expression somewhere between eager and concerned. “Morning, Jim. I know you said we need to revisit the structure on this loan, but I’m still trying to figure out what needs to change,” she said, her brow furrowed. Jim pulled up the details on his screen and motioned for her to sit. “This is a multi-family construction loan,” he began, “and our bank has specific guidelines. We want to keep the loan-to-value ratio conservative, around 65–70%. Right now, your proposal is at 80%, which is a bit too aggressive for our appetite.” Marcie scribbled notes while Jim continued, explaining how the bank generally prefers to see additional collateral or a higher equity contribution from the borrower when it comes to construction deals. “Also,” he added, “make sure to factor in the pre-leasing requirements. If they can show pre-lease commitments for 40% of the units, that’s going to reduce our risk and make the deal more palatable.” Marcie nodded. “Got it. I’ll rework the numbers and bring it back to you.” Jim appreciated her enthusiasm. “You’re on the right track. Just remember, the goal is to structure the loan in a way that works for both the borrower and the bank. We need to help our customer succeed while also protecting ourselves. By the way, I see you haven’t received the construction contract and statement of values yet. Underwriting won’t even open the file without it.” “I’m all over it. Thanks,” Marcie acknowledged as she departed. “Fire drill averted!” Jim said to no one in particular, knowing how many urgent, last-minute calls to customers used to happen before he could see the loan package in real time. As Marcie left, Jim’s phone buzzed. It was Tom, another loan officer who was working on a deal that had been giving him trouble. Jim had reviewed it last night on his tablet while watching a football game and already knew how the conversation was about to unfold. “Hey Tom,” Jim started, “I was looking over the loan you submitted—looks like a strong applicant, but the deal itself is risky as is. I think the best path forward is to turn this into an SBA 504 loan.” Tom sighed on the other end of the line. “Yeah, I was afraid you might say that. You think it’ll still get approved that way?” Jim leaned back in his chair, considering the deal’s nuances. “With the SBA guarantee on a portion of the loan, we reduce our exposure significantly. Plus, the terms will be more favorable for the borrower, which should make it easier for them to proceed. I’d bet on it getting through committee as a 504—but as it stands, I don’t see it happening otherwise.” Tom thanked him, and Jim could sense his gratitude for not finding out in 10 days when he was sitting with the loan committee. Now he had a chance to prep his customer and get a jump on the SBA documents. An hour later, Jim had to duck out for a dentist’s appointment. He couldn’t ignore the discomfort in his jaw. It had been a week and wasn’t resolving itself. His phone rang again while he was pulling into the medical building parking lot. It was Aubrey, the bank president. “Hi Aubrey, what’s up?” Jim greeted his boss. “Hi, Jim. Thought I’d call and pass on some info I picked up at dinner last night. I was with John and Megan Austin at the banquet,” Aubrey said. “John was concerned his loan request was taking longer than he hoped. He’s not upset, but didn’t seem to know where things stood. I assured him we were moving quickly for him but didn’t have the specifics.” Jim smiled to himself. He used to cringe when these calls came through. This conversation used to be followed by several urgent calls to the loan officer to get back to him with the answer so he could respond to Audrey. And with 75 deals in the pipeline at any given moment, he couldn’t stay on top of each one. That flurry of activity had been greatly reduced since they’d converted their platform. “Give me a second and I’ll see what’s up,” Jim said. He turned off the ignition and thumbed through the platform’s app on his cell phone. In a moment, he returned to the call. “Looks like Beverly sent Austin’s CFO a request for their interim financials and an updated projection, since they want to buy an additional piece of equipment,” Jim reported. “That request was sent four days ago, and we haven’t heard back yet. I’ll have Beverly give him a ring. Would you like me to call Austin too?” “Sure, that would be helpful. Thanks.” Jim sensed an opportunity. “Hey Aubrey, how about I get you signed on to our new loan origination platform? That would give you access to our pipeline.” he offered with a knowing smile in his voice. “And miss the chance to hear your voice?” Aubrey joked. “Let me think about it. Thanks.” Once Jim got back to the office, he moved on to the next task: preparing for the senior loan committee meeting. This was one of the highlights of his week—a chance to sit with six other bank executives and review the loans that had progressed to the final approval stage. It was so convenient to have all of the loan packages available to him online too. The meeting room was warm with natural light, and by the top of the hour, the seven members of the senior loan committee were seated, laptops open and agenda packets on the screens in front of them. *How things had changed!* Jim thought. There used to be so much paper piled up that it was difficult to find a place to set his coffee. Now, it was all on the platform. As the meeting began, Jim walked them through the first few deals. These were a breeze—solid loans that required little discussion. But, as always, they soon encountered a few that sparked debate. “Loan three,” one of the executives said. “I’m not comfortable with the borrower’s cash flow projections.” Jim nodded, having anticipated the pushback. “I agree that the projections seem optimistic, but if you look at their historical financials, they’ve consistently outperformed their forecast. We’ve also asked for personal guarantees, which adds an extra layer of security.” A question like that used to derail a conversation and send a loan back to the loan officer for clarification, delaying the process an additional week. But after an hour of discussion and some adjustments to terms, the committee had approved five of the seven loans on the agenda, with just two being sent back for further review. As the meeting wrapped up, Jim felt a little rush of optimism. The quarter may just turn out to be okay—but the day was far from over. When he made it back to his desk, Jim opened one last loan package, this time from Mary. She was one of his loan officers working remotely. Jim had always admired Mary’s thoroughness—but remote work sometimes made communication more challenging, especially when it came to fine-tuning loan structures. He’d have to review the package closely. It was a simple request for a small business loan—a local café looking to expand into catering. The business had strong financials, but Jim could already see a few gaps in the documentation. He fired off a message to Mary with a few questions and suggestions before finalizing his review. It was late, but the platform would notify Mary that she had a message so she could get back to him. By this time, it was late afternoon, and Jim could feel the weight of the day catching up with him. But even as he glanced at the clock, knowing that he still had plenty of work left to do, Jim felt a sense of satisfaction. It had been a very productive day—one that couldn’t have happened 10 years ago. Now, with the benefit of the bank’s new intuitive loan origination platform, he was so much more efficient, and it seemed as though the work was so much easier. Just another day… but a good day to be a Chief Loan Officer. ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [What Borrowers Want—and How to Deliver](https://www.mysherpas.ai/articles/what-borrowers-want-and-how-to-deliver/) **Published:** September 25, 2024 **Author:** Joshua Talbert **Content:** In today’s competitive lending market, understanding what commercial loan applicants expect is key for any lender looking to satisfy customers and win more business. The right approach can make all the difference—and with the tools mysherpas can provide today, it’s easier than ever to create an experience your borrowers will appreciate. ## Today’s Lending Landscape To put things into perspective, let’s look at how today’s lending landscape has evolved. A recent Goldman Sachs study found that 75% of small business loans are made by banks within 25 miles of the applicant, with 44% applying to large banks, 28% to small banks, and 23% opting for online lenders. Online lending has grown significantly, more than doubling its market share in recent years. So, what does this tell us? First, it shows that customers still value convenience and in-person interactions. Second, small banks, while important to their communities, are losing ground in the market. Third, “convenience” now includes the digital experience, with online lenders redefining what that means. Lastly, there’s a big opportunity for lenders to stand out by using technology to free up staff, letting them focus on building relationships. This could be your competitive sweet spot. Banks and credit unions that want to differentiate themselves should closely examine their loan process from the borrower’s point of view. To that end, let’s explore what makes for a successful experience and how you can meet these expectations. ## What *Do* They Want? When business owners apply for a loan, their main goal is simple: to get the financing they need for their business. Whether it’s for growth, working capital, or a specific project, the loan needs to fit their plans. But it’s more than just about money—borrowers care about these things too: 1. **Transparency**: Borrowers expect clear terms. Hidden fees or confusing structures can cause frustration and lead to distrust. 2. **Speed**: Time is money, especially when business opportunities are on the line. Delays in the approval process can be costly. 3. **Personalized Advice**: Business owners value loan officers who take the time to understand their business and offer advice that adds value. While getting competitive rates is always important, these three factors can set you apart in a crowded field. ## What Makes a Great Loan Experience? To most applicants, a successful loan experience comes down to a few key elements: - **Clear Communication**: Business owners juggle a lot, so they need straightforward communication. Being clear at every next step and avoiding surprises—about what’s needed, how long things will take, and the terms of the loan—builds trust and keeps things running smoothly. - **Quick Approvals**: In fast-moving industries, the speed of approval is critical. Online lenders have gained market share largely because they’re fast. Borrowers want decisions made quickly, and many are now comparing traditional banks to fintech companies that promise rapid timelines. - **Strong Loan Officer Relationships**: A good relationship with a loan officer can shape the whole experience. Borrowers want loan officers who explain the process, offer tailored solutions, and act like a partner—not just a gatekeeper. Your goal should be to give loan officers the tools to maximize time with customers and build productive relationships without getting bogged down in admin and paperwork. - **Competitive Terms**: The relationship matters, but so do the numbers. Businesses expect competitive rates and loan terms. Flexibility and conveying an impression that the bank is working with the customer’s best interest at heart can make or break a deal. ## Where Things Go Wrong Even with the best intentions, many lenders fall short. In our experience, here’s where things tend to go wrong. ## The Process Feels Opaque When Looking In One of the biggest complaints is that borrowers don’t know where they stand in the process. After an initial conversation, they often submit documents and then wait… and wait. They don’t know the next steps, how long things will take, or who’s making the final decision. A lack of clarity can lead to frustration. ### It’s a Slow Process Unfortunately, business loan applicants may get the funds they need, but they also may not feel good about their lender. The length of time it takes to get from the initial conversation to final approval may seem like forever to them—while it might seem like business as usual to the lender. The loan origination process is, in fact, several processes running sequentially or, in many cases, in parallel. The loan officer, the loan processor, the analyst, the underwriter, and the management approving loan requests all have procedures to follow. The loan officer serves as the bridge with the customer and also keeps the internal process moving forward. Plus, each participant has requirements to complete their segment of loan origination. There are many opportunities for a mismatch in expectations. ### There are Multiple Documentation Requests Many business loans require a lot of paperwork, and while this may not change anytime soon due to legal, compliance, and regulatory requirements, the way you handle it can. Without clear disclosure of the documents needed to complete a loan package and effective task management, a borrower can feel as though they’re being asked for documents on the fly, creating “fire drills” and surprises. ### Communication Is Chaotic Again, there are often many people involved on both sides—the borrower’s finance staff, partners, accountants, and lawyers, as well as the lender’s staff in various departments. Without a system in place to streamline and track communication, things can get messy fast. We’ve seen loan officers juggling stacks of emails and printed forms just to keep up. It’s no wonder borrowers and loan officers alike can feel overwhelmed, or that requests and tasks drop through the cracks. ## So, What’s the Solution? We know that the commercial lending process hasn’t changed much over the years. Many lenders don’t see a problem—or maybe they just don’t see a solution. It’s also difficult to change if you believe the current process is working. But with competition heating up, especially from online lenders, sticking to the same old way of doing things isn’t going to cut it. How do you give your loan officers and business development officers the maximum bandwidth to focus on the customers and prospects—and build close personal connections at the same time? There aren’t any online lenders I know who attend your kids’ sports games, much less the local Chamber of Commerce luncheon. How can you make the process clear, with specific responsibilities assigned upfront, and provide a way to track progress toward approval? How do you let your staff do their work without having to also handle basic, time-consuming document management tasks, such as downloading files and changing their names to fit your package structure? Here’s what you can do: - **Leverage Technology**: The answer lies in tech. Automate tedious activities like document and task management so your loan officers can focus on what really matters. For large lenders, technology boosts efficiency and allows for improved resource allocation. For smaller local banks, it levels the playing field, allowing you to compete with bigger institutions while maintaining the personal touch that your customers love. - **Make the Process Clear**: Use a system where everyone knows their responsibilities and everyone involved can track progress. Clear accountability and transparency will help manage expectations and prevent delays. - **Build Personal Relationships**: Technology should support—not replace—personal connections. Loan officers should have more time to spend with customers, getting to know them and their businesses. This is something online lenders can’t do, but it’s one of your greatest strengths. ## Exceed Your Customers’ Expectations The commercial loan process is ripe for improvement, and the tools to make it better are available now. Whether you’re part of a large institution looking to increase productivity or a local lender aiming to keep your community roots strong, embracing technology is the way forward. It allows you to be faster, more transparent, and more personal—all things your borrowers expect. At mysherpas, we’re here to help you make this shift. Let us show you how our platform can transform your lending process and give your loan officers the freedom to focus on what they do best: building relationships. ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ### [Should Email Be the Backbone of Your Loan Process?](https://www.mysherpas.ai/articles/should-email-be-the-backbone-of-your-loan-process/) **Published:** September 20, 2024 **Author:** Joshua Talbert **Content:** In commercial lending, email has long been the go-to tool for managing various stages of the loan process. From the initial contact to the final closing, email facilitates communication between all parties involved. But is email still the best tool for such a complex, multi-step process? Or have we just become so accustomed to using it that we’ve stopped asking, “Is there a better way?” This article explores the pros, cons, and risks of relying on email for business loan applications. By the end, you’ll understand why email may be holding your process back—and why a loan origination platform might be the solution. ## The Parties Involved in a Business Loan Origination Process Before we get into the problems with email, let’s first look at the key players in a commercial loan process. There are many possible participants on the team: 1. **Applicant or Borrower**: The business or individual seeking the loan. Borrowers value clarity, speed, and predictability in the process. 2. **Business Development Officer (BDO) or Loan Officer**: Handles multiple loan applications, often balancing 12 to 15 deals at once. Their priority is finding and closing deals while maintaining strong client relationships. 3. **Loan Assistant**: Supports the Loan Officer by handling administrative tasks like making appointments, following up with applicants, and keeping things on track. 4. **Loan Specialist or Loan Processor**: Collects and organizes all necessary documents to complete the loan package. In some organizations, this role overlaps with the Loan Assistant. 5. **Loan Analyst**: Reviews the borrower’s financial health and assesses the loan’s creditworthiness. 6. **Loan Underwriter**: Ensures that the loan meets all the lender’s guidelines and policies. 7. **Loan Management**: Oversees the Loan Officers, tracking performance and ensuring the loan pipeline meets volume and growth targets. 8. **Loan Committee**: Reviews the loan package and makes the final decision to approve, conditionally approve, or decline the loan. 9. **Loan Closer**: Works with third parties like title companies and legal counsel to prepare the documents for closing. 10. **Third Parties**: Includes appraisers, lawyers, CPAs, insurance agents, and contractors who provide services or information necessary to the loan process. ## The Advantages of Email There is no question that email is here to stay as the preferred communication tool for many. Let’s look at what it offers. **1. Ubiquity and Familiarity** Email is universally accepted and doesn’t require special software. All parties—the Applicant, Loan Officer, and other team members—can easily communicate without barriers. It’s simple and well-embedded in day-to-day operations, so there’s no learning curve. **2. Asynchronous Communication Next, email allows flexibility. Loan officers, analysts, and underwriters can review documents and respond on their own time, which can help manage workloads more effectively. **3. Documentation and Digital Paper Trail Additionally, email provides a built-in record of all exchanges. This can be useful when you need to trace back a conversation or decision, creating an automatic timeline of events. **The Disadvantages of Email** **1. Fragmented Communication One of the biggest challenges is fragmented communication. For instance, a Loan Officer juggling multiple deals could have dozens of threads for different loan stages, borrowers, and team members. Important details can easily get lost. Many Loan Officers even resort to printing emails to keep things organized. Plus, when not all team members are copied in, miscommunication can occur. On the flip side, the dreaded “Reply All” feature floods inboxes with irrelevant messages, making it harder to track important updates. **2. Lack of Security Email is not inherently secure, even with encryption. Given that commercial loans often involve sensitive data—such as financial records and personal information—there’s a real risk of phishing attacks or hacking. Loan Closers, who work with external partners like title companies and legal counsel, need to exchange critical documents in a secure, controlled manner. Email is often not the safest method. **3. Difficult to Track Tasks and Responsibilities Emails don’t provide much help with task management. A Loan Officer might have to send multiple reminder emails just to ensure that documents are collected on time and potentially keep track manually. Email chains are inefficient for assigning tasks and tracking progress. **4. Time Delays Relying on email often leads to delays. A simple request for clarification could take hours—or even days—if the involved parties are busy. In contrast, a Loan Origination platform provides real-time updates and task tracking, making it easier to keep things moving without bottlenecks. When multiple third parties are involved, tracking all these email threads becomes even more cumbersome, often slowing down the loan’s progress. ### Is There a Better Way? Given the complexity of commercial loans, the importance of the customer segment, and the number of stakeholders involved, email may no longer be the best solution. A loan origination platform can improve task management, enhance security, and streamline communication. ## Key Benefits of a Loan Origination Platform: - **Centralized Communication**: All interactions are housed in one platform and accessible to all stakeholders, from the Borrower to the Loan Closer, eliminating scattered email threads. - **Task Management**: Responsibilities are clearly assigned with visible deadlines and progress updates. This transparency enhances both the customer experience and team efficiency. - **Document Management**: Documents are securely uploaded and stored in one place, reducing the risk of lost files or compliance issues. ## Conclusion: Should Email Still Be the Backbone of Your Loan Process? While email has served its purpose in the past, it’s no longer the most effective tool for managing the complexities of commercial lending. With so many stakeholders involved, a more secure, efficient, and transparent system is necessary to streamline communications and improve the overall process. If your organization is still using email as the backbone of your loan process, now might be the time to transition to a loan origination platform. The benefits—faster processing, enhanced security, and happier customers—are worth it. mysherpas has the solution you’re looking for. Contact us for a demo to see what the future of lending can be for you. ![author avatar](https://secure.gravatar.com/avatar/61d05393659b493197811e7cb6af8504d1125dfdf4ade07e908db749e41fba68?s=300&d=mm&r=g) Joshua Talbert [See Full Bio](https://www.mysherpas.ai/author/joshtalbert/) [ ](https://www.mysherpas.ai/author/joshtalbert/) --- ## Careers ### [Business Development Representative (BDR)](https://www.mysherpas.ai/career/business-development-representative-bdr/) **Published:** May 18, 2026 **Author:** Joshua Talbert --- ### [Front End Engineer](https://www.mysherpas.ai/career/front-end-engineer/) **Published:** May 18, 2026 **Author:** Joshua Talbert --- ## Case Studies ### [Building a Secure DevOps Framework: SPK’s Role in Supporting mysherpas Innovative Lending Platform](https://www.mysherpas.ai/case-studies/test/) **Published:** March 2, 2026 **Author:** Mohsin Bakhich --- ### [Intermountain Business Lending: Built to Scale. Backed by Trust. Guided by Process.](https://www.mysherpas.ai/case-studies/intermountain-business-lending-built-to-scale-backed-by-trust-guided-by-process/) **Published:** March 2, 2026 **Author:** Mohsin Bakhich **Content:** --- ## Press Releases ### [mysherpas Unveils Patented AI-Driven Lending Platform, Defining a New Technology Category in Commercial Lending](https://www.mysherpas.ai/press-releases/mysherpas-unveils-patented-ai-driven-lending-platform-defining-a-new-technology-category-in-commercial-lending/) **Published:** February 5, 2025 **Author:** Joshua Talbert **Content:** *Designed to solve the real problem in lending and eliminate inefficiencies, enhance collaboration, and secure data management, giving early adopters a competitive edge.* SALT LAKE CITY, Feb. 5, 2025 /PRNewswire/ — mysherpas, the leader in AI-driven commercial lending solutions, today announced the launch of its groundbreaking new category defining lending platform, a new brand identity, and a redesigned website. These innovations reinforce mysherpas’ commitment to elevating lending operations and empowering lenders with cutting-edge automation and unparalleled data security. ![](https://www.mysherpas.ai/wp-content/uploads/2025/02/mysherpa.jpeg "mysherpa | mysherpas.ai | Purpose Built Business Lending AI Platform")Powered by patented AI technology, the mysherpas cloud-based platform reduces risk, enhances collaboration, and improves efficiency, allowing lenders to focus on building stronger borrower relationships and driving measurable results. As the only company in the commercial lending space offering this level of advanced automation, mysherpas is setting a new standard for the industry. It streamlines every step, enhances collaboration, and enables us to focus on what matters most—serving our clients. “mysherpas was created to be borrower centric and to solve lenders’ most pressing challenges,” said Joshua Talbert, CEO of mysherpas. “With our patented AI technology, secure data solutions, and reimagined brand, we’re giving lenders the tools they need to transparently drive better results. Expanding our team is a direct response to the industry’s demand for smarter lending solutions.” To support its growing market presence, mysherpas is expanding its team across product development, client experience, sales, and marketing. This investment reinforces the company’s commitment to delivering best-in-class solutions and ensuring scalable, long-term success for lenders. Early adopters of mysherpas are already seeing a significant impact on their lending operations. “mysherpas has fundamentally changed how we approach lending,” said Chad Witcher, Chief Operating Officer at AVANA Companies. “Its AI-driven platform streamlines every step, enhances collaboration, and enables us to focus on what matters most—closing deals and serving our clients.” As part of its rebranding efforts, mysherpas has launched a new website designed to highlight its AI-powered platform and industry leadership. As the only company in the commercial lending space defining a new category and leveraging patented AI technology, mysherpas is uniquely positioned to tackle challenges ranging from manual inefficiencies to data security risks. By delivering intuitive, next-generation solutions, mysherpas ensures that lenders remain competitive in an evolving market. “At mysherpas, our mission is to redefine commercial lending through AI-powered efficiency, security, and seamless collaboration,” added Talbert. “With this launch, we’re defining a new category and setting a new industry standard that empowers lenders to succeed like never before.” ## About mysherpas mysherpas is an AI-driven lending software provider dedicated to empowering seamless collaboration and secure data management for commercial lenders. With patented technology and a commitment to solving industry challenges, mysherpas guides lenders to success by delivering innovative, intuitive solutions. Visit [www.mysherpas.ai](https://www.mysherpas.ai/) to explore how mysherpas is revolutionizing the commercial lending space. ### Media Contact Sarah Sams, 385-799-6595, media@mysherpas.ai ### Business Contact Joshua Talbert, 385-799-6595, bizdev@mysherpas.ai --- ### [mysherpas Powers Mountain America with Lending Tech in record 42 Days](https://www.mysherpas.ai/press-releases/mysherpas-powers-mountain-america-with-lending-tech-in-record-42-days/) **Published:** January 6, 2026 **Author:** Joshua Talbert **Content:** *Summit Success Process ensures lasting adoption, operational clarity and measurable ROI across MACU’s lending operations* ***Salt Lake City, Utah – January 6, 2026 —*** *mysherpas, a trusted guide in digital lending transformation serving* credit unions, community banks and NBFI’s, has revealed today the successful implementation of its exclusive, cloud-based lending offering with Mountain America Credit Union’s business lending group. This rollout was completed in an unparalleled 42-day period—12x faster than the industry standard of 18 months. The transformation involved educating over 100 business lending team members and incorporating the *credit union’s existing workflows onto mysherpas’ no-code lending platform*. This expedited schedule was achieved thanks to mysherpas’ distinctive [Summit Success Process (SSP)](https://www.mysherpas.ai/discover/) , which blends rapid execution with strategic foresight to guarantee sustainable transformations that can be measured. The collaboration redefined what’s possible in credit-union technology rollouts, pairing rapid deployment with meticulous process alignment. By leveraging the SSP, the teams eliminated redundant systems, simplified data flows and created clarity across Mountain America’s commercial, small-business and SBA lending processes — all while maintaining business continuity ahead of the credit union’s upcoming core conversion. “This wasn’t another software install, it was a business acceleration,” said Chad Witcher, Vice President of Business Lending at Mountain America Credit Union. “mysherpas came in with a deep understanding of lending. They worked side-by-side with our teams to simplify workflows, move us off SharePoint and deliver measurable results within weeks without cutting corners or compromising quality.” The *Summit Success Process* gives financial institutions a detailed, data-driven view of their lending operations before implementation begins, ensuring every improvement is intentional and built to last. “Speed without strategy is chaos,” said Joshua Talbert, CEO of mysherpas. “The SSP is what makes our results stick. It’s not just about going live fast; it’s about staying optimized long after go-live. MACU’s focus and engagement allowed us to deliver transformation that’s both immediate and enduring.” What sets mysherpas apart from other fintech companies focused on business lending is its combination of technology, expertise and partnership. Which directly addresses the fundamental issues in lending technology today: lack of adoption, frustration with conversions, and the realization that most technology rollouts fail to support the daily workflows of business lending teams. The company’s patented cloud architecture acts as a unified workflow layer across existing systems — replacing scattered tools like email, Outlook, Box, Dropbox, Teams, Slack, task management, and SharePoint with one secure, intuitive workspace. The platform complements any existing LOS or core technologies. With an intuitive user experience, team members can master their daily workflows and start seeing immediate results—regardless of lending experience. *“We don’t sell to everyone,”* added Talbert. “We partner with organizations ready to move decisively and achieve a measurable impact. Our technology adapts to the way lenders actually work, and our people guide the process, so transformation is fast, focused and built to last.” The partnership *between Mountain America and mysherpas sets a new benchmark for implementation excellence*, proving that digital transformation can be both swift and sustainable when guided by purpose, process and precision. ***About Mountain America Credit Union*** With more than 1 million members and $21 billion in assets, Mountain America Credit Union helps its members define and achieve their financial dreams. Mountain America provides consumers and businesses with a variety of convenient, flexible products and services, as well as sound, timely advice. Members enjoy access to secure, cutting-edge mobile banking technology, over 100 branches across multiple states; and more than 50,000 surcharge-free ATMs. Mountain America—guiding you forward. Learn more at [macu.com](https://www.macu.com/) . ***About mysherpas.ai*** mysherpas is a secure, cloud-based lending solutions that helps credit unions and community banks modernize lending operations without disrupting what already works. Headquartered in Salt Lake City, UT, mysherpas uses its proprietary Summit Success Process and patented workflow architecture to align people, process and technology. This drives faster adoption, higher ROI and sustainable results. Your Trusted Lending Guide — Learn more at [mysherpas.ai.](https://www.mysherpas.ai/book-your-discovery-call/) Is your lending business ready for measurable acceleration? [Start Your Journey Now](https://www.mysherpas.ai/book-your-discovery-call/) **Media Contacts:** Mountain America Credit Union | [media@macu.com ](mailto:media@macu.com)| [macu.com](https://macu.com) mysherpas | | [mysherpas.ai](https://mysherpas.ai) --- ### [Lending leaders mysherpas secures SOC 1 Type 1 certification through CyberGuard Advantage](https://www.mysherpas.ai/press-releases/lending-leaders-mysherpas-secures-soc-1-type-1-certification-through-cyberguard-advantage/) **Published:** September 20, 2024 **Author:** Joshua Talbert **Content:** ##### Salt Lake City, UT ##### September 10, 2024 Innovative lending platform mysherpas is pleased to announce that they have achieved SOC 1 (System and Organization Controls) Type 1 certification. The rigorous auditing and reporting process, which is designed by the American Institute of Certified Public Accountants (AICPA), focused on the business processes and IT general computer controls used by mysherpas. Ultimately, this certification attests to the effectiveness of the design and controls implemented by mysherpas to serve their clients. “Achieving our SCOT 1 Type 1 certification is a crucial step on our journey to solving the frustrating problems in the lending user experience and ensuring we adhere to the highest level of security standards,” said Joshua Talbert, CEO. “We started mysherpas with a vision to establish a new category in lending technology by providing a loan command center for lending teams. Our patented platform securely shares information, manages needs lists, and collaborates through each user’s preferred communication channel. It complements any existing LOS or CORE software technology our Clients have and solves the user experience frustrations in the lending process, while providing a clear collaborative framework that eliminates barriers to advancing working loan files to a decision.” Channeling the momentum from this certification, mysherpas plans to continue their partnership with CyberGuard Advantage. Their next goal is to achieve SOC 1 Type 2 certification in September of 2025, and subsequently SOC 2, which will verify their compliance with the trust services criteria of security, availability, processing integrity, confidentiality, and privacy. “We are so delighted to have partnered with mysherpas through their first SOC 1 Type 1 milestone,” said a company representative from CyberGuard Advantage. “We are excited to continue the partnership through their ongoing SOC 2 compliance journey.” ## About mysherpas Founded in 2021 by a team of veteran real estate, finance, technology, and engineering executives, mysherpas is headquartered in Salt Lake City, Utah. The company’s founders had experienced the lending process from all angles as borrowers and lenders, which exposed frustrating delays and miscommunications due to outdated processes and technology. Drawing from these learnings, they developed a smart command center for the lending industry that provides a single source of truth (SSOT), allowing borrowing and lending teams to work together transparently and efficiently in their preferred technology. ## About CyberGuard Advantage, LLC “CyberGuard Advantage” is the brand name under which the firms CyberGuard Advantage, LLC and CyberGuard Compliance, LLP (PCAOB Registered CPA firm) provide professional services. The Firm is a leading provider of SOC 1 and SOC 2 attestations, PCI assessments, HITRUST certifications, ISO 27001 audits, Cybersecurity Testing, Privacy, Advisory and Consulting Services. CyberGuard Advantage is based in Las Vegas, Nevada, and provides services globally to over 350 clients. ### Media Contact: Joshua Talbert, CEO info@sherpas.ai --- ### [mysherpas Announces Patent that Strengthens Company’s Intellectual Property Position in Commercial and SBA Lending Markets](https://www.mysherpas.ai/press-releases/mysherpas-announces-patent-that-strengthens-companys-intellectual-property-position-in-commercial-and-sba-lending-markets/) **Published:** April 22, 2024 **Author:** Joshua Talbert **Content:** SALT LAKE CITY, Utah –mysherpas announced today that the United States Patent and Trademark Office (USPTO) has issued a patent for its unique lending technology platform. This is the first patent issued to the innovative technology company and will attest to its novel approach in the commercial lending market. The patent allows mysherpas to collect and package data for commercial and SBA lenders more efficiently than earlier methods and presents that information to its users. **About Our Platform mysherpas is a single platform that gathers, consolidates and organizes loan documents while also maximizing visibility for all parties and creating a better borrower experience. Users can finally consolidate emails, attachments, texts, needs lists and application status into a central location that’s visible to everyone. mysherpas also provides a streamlined digital workspace at which borrowers, lending team members and managers can collaborate to seamlessly speed your loans to approval. All standard forms automatically populate and are digitally fillable, signable and accessible to everyone, eliminating emails and text exchanges. mysherpas makes folder creation, file renaming, email downloads and shared drive uploads a thing of the past. It also seamlessly integrates these actions into an intuitive, user-friendly workspace that every stakeholder can access. Users can review the entire loan pipeline at a single glance. They can easily identify the documents borrowers have provided and which ones still need to be gathered. mysherpas also updates stakeholders about missing documentation without needing to send a status email or make a phone call. **About mysherpas A team of real estate, finance, technology and engineering executives founded mysherpas in Salt Lake City, Utah, on April 15, 2021. Based on their own experiences, they set out to create a smart commercial loan process that provides a single source of truth (SSOT), allowing borrowers and lenders to work together transparently and efficiently. Delivering this solution in a connected world helps lenders dramatically increase their capacity, improve deal flow and improve the loan experience for borrowers. mysherpa’s founders had all experienced the commercial lending process as borrowers and lenders, which they found frustrating due to the process’s inefficiency. They also knew that loan origination and credit analysis create both expenses and value in banking, making this problem highly expensive. The founders also had ideas about streamlining this process and standardizing the integration of software technologies and data sources. They realized that this problem has existed for decades and that solving it could provide substantial cost savings for banks. **Future Developments It’s shocking that today’s loan approvals remain a largely manual process, given how dependent they are on software. mysherpas is the only company that delivers a turnkey solution to streamline loan processing without requiring software downloads or IT integration. In the future…all lenders will work this way. --- ### [mysherpas Completes 2nd Round of Funding](https://www.mysherpas.ai/press-releases/mysherpas-completes-2nd-round-of-funding/) **Published:** April 22, 2024 **Author:** Joshua Talbert **Content:** SALT LAKE CITY, Utah— mysherpas announced today, it has completed its second round of Simple Agreement for Future Equity (SAFE) Note Funding as of March 31, 2024. Founders of the innovative technology company have a history of success and have operated multinational businesses during their careers. They have launched more than 15 products that have generated over $2 billion in revenue and hold more than 100 patents as named inventors. The global company intends to improve the efficiency and transparency of the lending market through technology and artificial intelligence. It currently has a presence in more than five countries and officially started to market itself in the United States as of January 2024. mysherpa’s market focus includes the following: - Auto Lenders - Certified Development Companies (CDCs) Who Work With Third Party Lenders - Commercial Loan Brokers - Community Banks - Credit Unions - Private Lenders - SBA 504 Lenders - SBA 7a Lenders **About Our Platform mysherpas is a single platform that gathers, consolidates and organizes loan documents while also maximizing visibility for all parties and creating a better borrower experience. Users can finally consolidate emails, attachments, texts, needs lists and application status into a central location that’s visible to everyone. mysherpas also provides a streamlined digital workspace at which borrowers, lending team members and managers can collaborate to seamlessly speed your loans to approval. All standard forms automatically populate and are digitally fillable, signable and accessible to everyone, eliminating emails and text exchanges. mysherpas makes folder creation, file renaming, email downloads and shared drive uploads a thing of the past. It also seamlessly integrates these actions into an intuitive, user-friendly workspace that every stakeholder can access. Users can review the entire loan pipeline at a single glance. They can easily identify the documents borrowers have provided and which ones still need to be gathered. mysherpas also updates stakeholders about missing documentation without needing to send a status email or make a phone call. **About mysherpas A team of real estate, finance, technology and engineering executives founded mysherpas in Salt Lake City, Utah, on April 15, 2021. Based on their own experiences, they set out to create a smart commercial loan process that provides a single source of truth (SSOT), allowing borrowers and lenders to work together transparently and efficiently. Delivering this solution in a connected world helps lenders dramatically increase their capacity, improve deal flow and improve the loan experience for borrowers. mysherpa’s founders had all experienced the commercial lending process as borrowers and lenders, which they found frustrating due to the process’s inefficiency. They also knew that loan origination and credit analysis create both expenses and value in banking, making this problem highly expensive. The founders also had ideas about streamlining this process and standardizing the integration of software technologies and data sources. They realized that this problem has existed for decades and that solving it could provide substantial cost savings for banks. **Future Developments It’s shocking that today’s loan approvals remain a largely manual process, given how dependent they are on software. mysherpas is the only company that delivers a turnkey solution to streamline loan processing without requiring software downloads or IT integration. In the future…all lenders will work this way. --- ## Events ### [2026 WBA & MBA Annual Summit](https://www.mysherpas.ai/mysherpas-event/2026-wyoming-montana-bankers-association-summit/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is proud to participate in the 2026 Wyoming & Montana Bankers Summit** The Wyoming & Montana Bankers Summit brings together banking leaders and industry partners for meaningful conversations, practical insights, and peer connection across the region. At mysherpas, we help commercial lending teams operate with greater clarity and consistency by aligning people, process, and technology. Our Summit Success Process is designed to reduce complexity, improve visibility across the lending lifecycle, and support growth, without compromising the relationships that matter most. Strong systems don’t replace relationships, they protect them. Our team will be in attendance and would welcome the opportunity to connect. If you’re attending, stop by our booth to meet the team and continue the conversation. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks, built for those climbing higher. **Event Categories:** Community Banks --- ### [NADCO Spring Summit](https://www.mysherpas.ai/mysherpas-event/nadco-spring-summit/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is a proud sponsor at the 2026 NADCO Spring Summit** mysherpas works alongside financial institutions to transform commercial and small business lending through our proven Summit Success Process, bringing clarity, visibility, and relationship-driven efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help lenders reduce operational friction, improve portfolio transparency, and strengthen borrower relationships without sacrificing performance. We believe strong systems protect what matters most, your relationships. Aaron Thomas, will be in attendance and would welcome the opportunity to connect. In addition, Aaron will be participating in a technology-focused breakout session, sharing how modern solutions are improving the loan origination process. If you’re attending, be sure to stop by **Booth #2** to meet Aaron, and continue the conversation following the session. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks, built for those climbing higher. **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [California Bankers Association 2026 Annual Conference](https://www.mysherpas.ai/mysherpas-event/california-bankers-association-2026-annual-conference/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is a proud sponsor of the California Bankers Association Annual Conference** mysherpas works alongside financial institutions to transform commercial and small business lending through our proven Summit Success Process, bringing clarity, visibility, and relationship-driven efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help commercial lending teams reduce operational friction, improve portfolio transparency, and strengthen borrower relationships without sacrificing performance. We believe strong systems protect what matters most, your relationships. Our CEO, Joshua Talbert, will be in attendance and would welcome the opportunity to connect. If you’re attending, we’d enjoy connecting, stop by our booth to meet Joshua and continue the conversation. Be sure to enter for a chance to win one of two North Face backpacks, built for those climbing higher, plus an additional giveaway we’ll reveal at the event. **Event Categories:** Community Banks, Financial Institutions --- ### [ABA Annual Convention](https://www.mysherpas.ai/mysherpas-event/aba-annual-convention-3/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is proud to participate in the American Bankers Association Annual Convention 2026** The ABA Annual Convention brings together bank leaders from across the country to explore the trends, challenges, and opportunities shaping the future of banking. Through executive-level insights, policy discussions, and peer collaboration, attendees gain actionable strategies to navigate change, drive growth, and lead with confidence. At mysherpas, we help commercial and small business lending teams create clarity across their operations by aligning people, process, and technology. Our Summit Success Process is designed to increase visibility, improve consistency, and support scalable growth, while preserving the relationship-driven core of lending. When clarity improves, teams move faster and relationships stay strong. Our team will be in attendance and would welcome the opportunity to connect. As a Salt Lake City based team, we’re especially excited to be just blocks from our Base Camp for this year’s convention! If you’re attending, stop by **Booth 333** to meet the team and continue the conversation. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks, built for those climbing higher. **Event Categories:** Community Banks, Financial Institutions --- ### [FLAGGL 2026](https://www.mysherpas.ai/mysherpas-event/flaggl-2026/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is proud to participate in the 2026 FLAGGL Small Business Lenders Conference** The FLAGGL Conference brings together SBA and commercial lending professionals from across Florida and beyond for high-value education, peer connection, and practical insights into the evolving lending landscape. Attendees gain direct access to SBA leadership, industry experts, and actionable strategies across origination, credit, servicing, and business development. At mysherpas, we support commercial and small business lending teams in operating with greater clarity and consistency. Through our Summit Success Process, we align people, process, and technology to simplify complexity, improve visibility across the lending lifecycle, and help teams grow without sacrificing the relationships at the core of their business. When visibility improves, performance follows, and relationships stay intact. Our team will be in attendance and would welcome the opportunity to connect. If you’re attending, stop by our booth to meet the team and continue the conversation. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks, built for those climbing higher. **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [Idaho, Nevada, Oregon, and Washington Bankers Associations 2026 Convention](https://www.mysherpas.ai/mysherpas-event/idaho-nevada-oregon-and-washington-bankers-associations-2026-convention/) **Published:** April 24, 2026 **Author:** Joshua Talbert **Content:** **mysherpas is proud to participate in the 2026 Quad State Bankers Convention (IBA, NBA, OBA & WBA)** The 2026 Quad State Bankers Convention brings together banking leaders from Idaho, Nevada, Oregon, and Washington for high-impact conversations, industry insights, and meaningful peer connection. Attendees can expect expert-led sessions, networking with peers, and discussions on the economic outlook and evolving challenges shaping the future of banking. At mysherpas, we partner with financial institutions to elevate commercial and small business lending through our Summit Success Process. By aligning people, process, and technology, we help commercial lending teams simplify complexity, increase visibility across the lending lifecycle, and scale with consistency, without losing the relationship-driven foundation of their business. When systems are aligned, relationships don’t get lost, they get stronger. Our team will be in attendance and would welcome the opportunity to connect. If you’re attending, stop by our booth to meet the team and continue the conversation. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks, built for those climbing higher. **Event Categories:** Community Banks --- ### [Utah Bankers Association’s 118th Annual Convention](https://www.mysherpas.ai/mysherpas-event/utah-bankers-associations-118th-annual-convention/) **Published:** March 18, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the **Utah Bankers Association Annual Convention**, hosted by the Utah Bankers Association—a premier gathering of banking leaders focused on the future of lending, operations, and financial services. mysherpas helps financial institutions modernize **commercial and small business lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to the entire lending lifecycle. By aligning people, process, and technology, we help banks strengthen credit operations, improve portfolio insight, and scale more efficient lending programs. We believe strong systems support strong institutions. Our CEO, **Joshua Talbert**, and CTO, **Donald Wichern**, will be in attendance. If you’re attending, we’d love for you to stop by, meet the team, and connect—whether it’s to exchange ideas, share what you’re seeing in lending, or simply introduce yourself. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks, Financial Institutions --- ### [2025 MWSBF Golf Tournament](https://www.mysherpas.ai/mysherpas-event/2025-mwsbf-golf-tournament/) **Published:** August 21, 2025 **Author:** Mohsin Bakhich **Content:** mysherpas is thrilled to step onto the course as the **Hole 6 Sponsor** at this year’s Mountain West Small Business Finance Golf Tournament. Be sure to stop by Hole 6 to meet our team, connect, and learn more about how we’re helping empower lending throughout Utah and the Mountain West. We look forward to seeing you! We look forward to teeing off with you—see you on the fairway at Hole 6! **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [FLAGGL Annual Conference](https://www.mysherpas.ai/mysherpas-event/flaggl-annual-conference/) **Published:** June 6, 2025 **Author:** Mohsin Bakhich **Content:** We are thrilled to attend FLAGGL’s 2025 conference taking place at the JW Marriott Orlando Bonnet Creek Resort and Spa. **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [CLBA 2025](https://www.mysherpas.ai/mysherpas-event/clba-2025/) **Published:** October 3, 2025 **Author:** Joshua Talbert **Content:** We’re Headed to the CLBA 2025 Conference & Expo! mysherpas is excited to connect with leaders and innovators at the Commercial Loan Brokers Association 2025 Conference & Expo, a premier gathering for professionals across the commercial lending industry. Stop by our booth (number coming soon) to see how we help financial institutions climb higher with our Summit Success Process. We’re also proud to share that Sarah Sams will be participating on the “Closing with Confidence” Break-Out Session Panel, contributing her insights to this important discussion. While you’re there, enter for a chance to win a YETI cooler or one of two North Face backpacks, perfect gear for your next summit climb. **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [NADCO NOW 2025](https://www.mysherpas.ai/mysherpas-event/nadco-now-2025/) **Published:** September 23, 2025 **Author:** Mohsin Bakhich **Content:** mysherpas is excited to be attending NADCO NOW 2025! Visit us at Booth #209 to discover how meeting with mysherpas can enhance your SBA lending and amplify your impact with borrowers. While you’re there, enter our exclusive giveaway for a chance to win a YETI cooler or North Face backpack. Don’t miss this opportunity to connect with our team, learn about our Summit Success Process, and walk away with some amazing gear. We’ll see you at Booth #209! **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [ABA Annual Convention](https://www.mysherpas.ai/mysherpas-event/aba-annual-convention-2/) **Published:** September 23, 2025 **Author:** Mohsin Bakhich **Content:** mysherpas excited to join banking leaders from across the country at the ABA Annual Convention, the premier event for CEOs, executives, and decision-makers in financial services. Visit us at Booth #1013 to see how we help financial institutions climb higher with our unique Summit Success Proc solutions designed to simplify workflows, reduce costs, and accelerate growth. While you’re there, enter for a chance to win a YETI cooler or one of two North Face backpacks—perfect gear for your next adventure. **Event Categories:** Community Banks, Financial Institutions --- ### [NAGGL Annual Conference](https://www.mysherpas.ai/mysherpas-event/naggl-annual-conference-2/) **Published:** September 24, 2025 **Author:** Mohsin Bakhich **Content:** We’re Headed to the NAGGL 2025 Annual Conference! mysherpas is excited to join SBA lenders and industry leaders at the National Association of Government Guaranteed Lenders (NAGGL) 2025 Annual Conference, taking place October 26–28 at The Broadmoor in Colorado Springs. Visit us at Booth #15 to learn how mysherpas helps SBA lenders with their Summit Success Process. We understand the challenges SBA lenders face, from document-heavy processes to time-intensive compliance tasks, to communicating with many stakeholders. Our Summit Success Process helps you identify the bottlenecks and the right technology, so you focus more on building relationships and closing more loans. While you’re there, don’t miss your chance to enter our giveaway for a YETI cooler or one of two North Face backpacks. **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [America East 2026, Stars, Strips, & Small Business](https://www.mysherpas.ai/mysherpas-event/america-east-2026-stars-strips-small-business/) **Published:** March 20, 2026 **Author:** Joshua Talbert **Content:** mysherpas is excited to attend the **America East Small Business Lending Conference**, a leading event for professionals focused on **SBA, government-guaranteed, and small business lending**. mysherpas helps financial institutions modernize **commercial, small business, and SBA lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to the entire lending lifecycle. By aligning people, process, and technology, we help lenders strengthen credit operations, improve portfolio insight, and scale more efficient lending programs. We believe strong systems support strong institutions. If you’re attending, we’d love for you to stop by, meet the team, and connect—whether it’s to exchange ideas, share what you’re seeing in lending, or simply introduce yourself. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks, Credit Unions, Financial Institutions, Government Lending --- ### [21st Annual UBA Women in Banking Conference](https://www.mysherpas.ai/mysherpas-event/21st-annual-uba-women-in-banking-conference/) **Published:** March 17, 2026 **Author:** Joshua Talbert **Content:** mysherpas is excited to attend the **Utah Bankers Association Fall Compliance Conference**, hosted by the Utah Bankers Association—a key event for women banking professionals focused on compliance, risk management, and operational excellence. mysherpas helps financial institutions modernize **commercial and small business lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to the entire lending lifecycle. By aligning people, process, and technology, we help banks strengthen credit operations, improve portfolio insight, and reduce operational friction. We believe strong systems support strong institutions. **Sarah Sams** will be on-site and would love to meet. If you’re attending, stop by and connect with Sarah to learn how banks are strengthening lending operations with mysherpas. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks, Financial Institutions --- ### [2026 IBA, OBA & WBA Agricultural Bankers Conference](https://www.mysherpas.ai/mysherpas-event/2026-iba-oba-wba-agricultural-bankers-conference/) **Published:** March 11, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the **2026 IBA, OBA & WBA Agricultural Bankers Conference**, hosted by the Idaho Bankers Association, Oregon Bankers Association, and Wyoming Bankers Association. mysherpas helps financial institutions transform commercial, small business, and agricultural lending through our proven Summit Success Process — bringing clarity, visibility, and efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help banks strengthen workflows, improve portfolio transparency, and reduce operational friction. We believe strong systems support strong institutions. Our CEO, **Joshua Talbert**, will be in attendance. We’d love for you to stop by our table to meet the team and connect with Joshua while you’re at the conference. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks --- ### [2025 Idaho Bankers Association Winter Conference](https://www.mysherpas.ai/mysherpas-event/2025-idaho-bankers-association-winter-conference/) **Published:** December 22, 2025 **Author:** Joshua Talbert **Content:** **We’re Headed to the Idaho Bankers Association Winter Conference 2026!** mysherpas is thrilled to join banking leaders and innovators at the IBA Winter Conference—Idaho’s premier event for financial professionals. Visit our table to discover how our **Summit Success Process** helps banks climb higher and achieve measurable results. Plus, don’t miss your chance to win big! Enter our giveaway for a **YETI cooler** or one of **two North Face backpacks**—perfect for your next adventure. **Event Categories:** Community Banks --- ### [America’s Credit Unions Business Lending Roundtable](https://www.mysherpas.ai/mysherpas-event/americas-credit-unions-business-lending-roundtable/) **Published:** December 22, 2025 **Author:** Joshua Talbert **Content:** mysherpas is excited to join leaders and innovators at the America’s Credit Unions 2026 Business Lending Roundtable, a premier event for professionals shaping the future of credit union business lending. Stop by our booth (number coming soon) to see how we help financial institutions climb higher with our Summit Success Process, designed to drive smarter, more inclusive lending strategies. While you’re there, enter for a chance to win a YETI cooler or one of two North Face backpacks—perfect gear for your next summit climb. **Event Categories:** Credit Unions, Government Lending --- ### [American Bankers Association Conference for Community Bankers](https://www.mysherpas.ai/mysherpas-event/american-bankers-association-conference-for-community-bankers/) **Published:** January 12, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to attend the ABA Conference for Community Bankers, bringing together community bank executives and business lending leaders focused on operational efficiency and sustainable growth. Visit mysherpas at Booth #19 to see how community banks are measuring and improving relationship-driven efficiency across their business lending teams. Stop by to connect with our CEO, Joshua Talbert, and enter to win a YETI cooler or one of two North Face backpacks—perfect gear for your next summit. **Event Categories:** Community Banks --- ### [Governmental Affairs Conference (GAC) 2026](https://www.mysherpas.ai/mysherpas-event/governmental-affairs-conference-2026/) **Published:** January 21, 2026 **Author:** Joshua Talbert **Content:** mysherpas is excited to join credit union leaders and advocates at the **Governmental Affairs Conference (GAC) 2026**, hosted by America’s Credit Unions—the premier event shaping the future of credit union advocacy and policy. Stop by the **mysherpas** booth (number coming soon) to see how we help credit unions climb higher with our **Summit Success Process**, designed to drive smarter, more efficient, and relationship-based commercial lending. While you’re there, enter for a chance to win a **YETI cooler** or **one of two North Face backpacks**—perfect gear for your next summit climb. **Event Categories:** Credit Unions, Government Lending --- ### [Southeastern Small Business Lenders Conference 2026](https://www.mysherpas.ai/mysherpas-event/southeastern-small-business-lenders-conference-2026/) **Published:** March 9, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the **SESBLC Conference**, hosted by the Georgia Lenders Quality Circle—a leading event for professionals advancing SBA and government-guaranteed lending. mysherpas helps financial institutions modernize **commercial, small business, and SBA lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help lenders improve credit operations, strengthen portfolio oversight, and support scalable lending programs. We believe strong systems support strong institutions. Stop by **Booth #23** to meet the mysherpas team and learn how lenders are using the Summit Success Process to strengthen lending operations and support small business growth. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks, Credit Unions, Government Lending --- ### [Utah Fraud Prevention Coalition Conference](https://www.mysherpas.ai/mysherpas-event/utah-fraud-prevention-coalition-conference/) **Published:** February 27, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the Utah Fraud Prevention Coalition Conference hosted by the Utah Bankers Association. mysherpas helps financial institutions transform commercial and small business lending through our proven **Summit Success Process** — bringing clarity, visibility, and efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help banks elevate workflows, improve portfolio transparency, and reduce operational friction. We believe strong systems support strong institutions. We look forward to connecting with Utah banking leaders who are committed to operational excellence, relationship-driven service, and building confidence across their lending operations. Be sure to enter for a chance to win a YETI cooler or one of two North Face backpacks — built for those climbing higher. **Event Categories:** Community Banks --- ### [Mid-America Lenders Conference (MALC) 2026](https://www.mysherpas.ai/mysherpas-event/mid-america-lenders-conference-malc-2026/) **Published:** January 21, 2026 **Author:** Joshua Talbert **Content:** mysherpas is excited to join lending leaders and industry innovators at the **Mid-Atlantic Lending Conference (MALC) 2026**, hosted by the Central Texas Association of Government Guaranteed Lenders (CTAGGL)—a premier event for professionals shaping the future of government-guaranteed and commercial lending. Stop by the **mysherpas** booth (number coming soon) to see how we help lenders climb higher with our **Summit Success Process**, designed to drive smarter, more efficient, and scalable lending operations. While you’re there, enter for a chance to win a **YETI cooler** or **one of two North Face backpacks**—perfect gear for your next summit climb. **Event Categories:** Community Banks, Credit Unions, Government Lending --- ### [2026 Credit Union Summit](https://www.mysherpas.ai/mysherpas-event/2026-credit-union-summit/) **Published:** March 9, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the **2026 Credit Union Summit**, hosted by the Utah Credit Union Association—a premier gathering of credit union leaders focused on the future of lending, member service, and financial innovation. mysherpas helps credit unions modernize **commercial and small business lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to the entire lending lifecycle. By aligning people, process, and technology, we help credit unions strengthen credit operations, improve portfolio insight, and scale relationship-driven lending programs. We believe strong systems support strong institutions. Stop by **Booth #39** to meet the mysherpas team and see how credit unions are strengthening their lending operations with the Summit Success Process. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Credit Unions --- ### [Utah Bankers Association Ag Outlook & Conference](https://www.mysherpas.ai/mysherpas-event/utah-bankers-association-ag-outlook-conference/) **Published:** March 9, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor the **Ag Outlook & Conference**, hosted by the Utah Bankers Association in partnership with Utah State University Extension—an important gathering for bankers, agricultural lenders, and agribusiness leaders focused on the future of agricultural finance. mysherpas helps banks modernize **commercial, small business, and agricultural lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to the entire lending lifecycle. By aligning people, process, and technology, we help financial institutions strengthen credit operations, improve portfolio insight, and support sustainable lending for farms, ranches, and rural businesses. We believe strong systems support strong institutions. We look forward to connecting with agricultural lenders and banking leaders committed to operational excellence and long-term growth in the communities they serve. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks --- ### [ICBA LIVE 2026](https://www.mysherpas.ai/mysherpas-event/icba-live-2026/) **Published:** March 9, 2026 **Author:** Joshua Talbert **Content:** mysherpas is proud to sponsor **ICBA LIVE 2026**, hosted by the Independent Community Bankers of America—one of the premier gatherings for community bank leaders focused on the future of banking, lending, and financial services. mysherpas helps financial institutions modernize **commercial lending and small business lending operations** through our proven Summit Success Process — bringing clarity, visibility, and efficiency to every stage of the lending lifecycle. By aligning people, process, and technology, we help community banks strengthen credit operations, improve portfolio transparency, and create more scalable lending workflows. We believe strong systems support strong institutions. We look forward to connecting with community banking leaders who are focused on operational excellence, relationship-driven service, and building stronger lending programs for the businesses and communities they serve. Be sure to enter for a chance to win a **YETI cooler** or **one of two North Face backpacks — built for those climbing higher.** **Event Categories:** Community Banks --- ### [9th Annual Utah Banks & Partners Golf Classic](https://www.mysherpas.ai/mysherpas-event/9th-annual-utah-banks-partners-golf-classic/) **Published:** August 21, 2025 **Author:** Mohsin Bakhich **Content:** A spirited day on the greens in support of Utah’s banking industry, hosted by the Utah Bankers Association. mysherpas is proud to sponsor **Hole 9**! We invite you to swing by our hole, meet our team, and enjoy some friendly competition. We look forward to teeing off with you—see you on the fairway at Hole 9! --- ### [2025 Battle of the Bankers](https://www.mysherpas.ai/mysherpas-event/2025-battle-of-the-bankers/) **Published:** August 21, 2025 **Author:** Mohsin Bakhich **Content:** Join us for a day of golf, networking, and fun in support of the **Idaho Bankers Association’s IdaBankPAC**. mysherpas is proud to sponsor **Hole 18** as well as the **Longest Drive Contest** at this year’s tournament! Whether you’re playing for the win, aiming for the longest drive, or just enjoying a day of camaraderie, we look forward to seeing you out on the green. Be sure to stop by Hole 18 to connect with the mysherpas team! --- ### [Salt Lake Bees Game](https://www.mysherpas.ai/mysherpas-event/salt-lake-bees-game/) **Published:** July 25, 2025 **Author:** Mohsin Bakhich **Content:** mysherpas is bringing together a group of lending leaders and partners for an evening at the ballpark. Co-hosted by mysherpas and IMBL, this evening is part of Scheels Ladies Night and designed to create space for conversation, community, and a little fun. It’s a casual, come-as-you-are setting designed to spark conversation, connection, and a few innings of fun as the Salt Lake Bees face off against the El Paso Chihuahuas. --- ### [Wyoming Bankers Association 2025 Lender’s Conference](https://www.mysherpas.ai/mysherpas-event/wyoming-bankers-association-2025-lenders-conference/) **Published:** August 21, 2025 **Author:** Mohsin Bakhich **Content:** mysherpas is honored to be a Platinum Sponsor of the Wyoming Bankers Association 2025 Lender’s Conference. As proud members of the Association, we’re excited to support this important gathering of leaders across the banking industry. Our CEO, Joshua Talbert, will be attending and sharing a brief introduction to mysherpas during the conference. Stop by our table, meet our CEO, and learn more about how we partner with financial institutions to make an impact. As a thank you for visiting, we’ll be hosting a raffle featuring a YETI cooler and a North Face backpack—don’t miss your chance to take one home! We look forward to connecting with you at the conference! --- ### [America East Conference](https://www.mysherpas.ai/mysherpas-event/america-east-conference/) **Published:** June 6, 2025 **Author:** Mohsin Bakhich **Content:** We would love to invite you to the America East Small Business Lenders Conference 2025 will take place at the Hard Rock Hotel Atlantic City. --- ### [2025 Annual Convention](https://www.mysherpas.ai/mysherpas-event/2025-annual-convention/) **Published:** June 6, 2025 **Author:** Mohsin Bakhich **Content:** We are excited to invite you to the 2025 Quad State Bankers Convention, hosted by the Idaho, Nevada, Oregon, and Washington Bankers Associations! Join us at the Coeur d’Alene Resort in Coeur d’Alene, Idaho, July 28-30, 2025. --- ### [UBA Annual Conference](https://www.mysherpas.ai/mysherpas-event/uba-annual-conference/) **Published:** June 6, 2025 **Author:** Mohsin Bakhich **Content:** We are thrilled to invite you to The Utah Bankers Association’s 117th Annual Convention returning to beautiful Sun Valley, Idaho. --- ### [Quad States Convention](https://www.mysherpas.ai/mysherpas-event/quad-states-convention/) **Published:** June 6, 2025 **Author:** Mohsin Bakhich **Content:** We are excited to attend the 2025 Quad States Convention June 9-10 at The Monument in Rapid City, SD. --- ### [2025 Agricultural Bankers Conference](https://www.mysherpas.ai/mysherpas-event/2025-agricultural-bankers-conference/) **Published:** May 1, 2025 **Author:** Mohsin Bakhich **Content:** This event focuses on providing first-class education and updates from industry experts as well as promoting Idaho, Oregon and Washington agriculture. --- ### [ICBA Live](https://www.mysherpas.ai/mysherpas-event/icba/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** It’s time to get ready for ICBA LIVE 2025 in Nashville, March 11-14, the largest annual gathering of community bankers! --- ### [Women In Oregon Banking Luncheon](https://www.mysherpas.ai/mysherpas-event/women-in-oregon-banking-luncheon/) **Published:** April 11, 2025 **Author:** Joshua Talbert **Content:** The Women in Oregon Banking Luncheon is designed to celebrate and inspire women in our essential industry. Perfect for anyone associated with the financial services industry, the event includes networking and relevant speakers. --- ### [REIMAGINE](https://www.mysherpas.ai/mysherpas-event/reimagine/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** Reimagine… the strategic growth conference designed for leaders ready to reshape the future. In a world driven by innovation, true transformation begins with one bold step—reimagination. --- ### [Spring Conference](https://www.mysherpas.ai/mysherpas-event/spring-conference/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** We are thrilled to invite you to join us for the 2025 National Association of Government Guaranteed Lenders (NAGGL) Spring Conference, set against the stunning backdrop of Salt Lake City, Utah. --- ### [Governmental Affairs Conference](https://www.mysherpas.ai/mysherpas-event/governmental-affairs-conference/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** This is the credit union industry’s premier advocacy event, Governmental Affairs Conference. --- ### [CU Summit 2025](https://www.mysherpas.ai/mysherpas-event/cu-summit-2025/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** Join Utah’s Credit Unions for an exciting two-day Credit Union Summit at the Hilton Salt Lake Downtown, where dynamic speakers will present on various topics geared for credit union executives, management, staff, and volunteers! --- ### [Spring Summit](https://www.mysherpas.ai/mysherpas-event/spring-summit/) **Published:** January 31, 2025 **Author:** Joshua Talbert **Content:** The National Association of Development Companies (NADCO) is the trade association of SBA Certified Development Companies (CDCs) and other lenders delivering SBA loans and financing for small businesses. --- ### [NADCO | NOW 2024](https://www.mysherpas.ai/mysherpas-event/nadco-now-2024/) **Published:** January 10, 2025 **Author:** Joshua Talbert **Content:** As the SBA’s trusted partner, NADCO’s NOW Conference will feature must-see keynote speakers, general and breakout sessions, the latest regulatory news, special events and training. You will also enjoy networking and exploring the marketplace of exhibitors and sponsors. --- ### [NAGGL | Annual Conference](https://www.mysherpas.ai/mysherpas-event/naggl-annual-conference/) **Published:** January 10, 2025 **Author:** Joshua Talbert **Content:** Build lasting connections, engage with industry thought leaders, and join the community that has been at the forefront of 7(a) lending for 40 years. Whether you join us in person or virtually, we are looking forward to celebrating this milestone with you! --- ### [ABA | Annual Convention](https://www.mysherpas.ai/mysherpas-event/aba-annual-convention/) **Published:** January 10, 2025 **Author:** Joshua Talbert **Content:** Bring your team and join banks of all sizes for one of banking’s biggest events: ABA Annual Convention. ABA’s strong relationships with industry innovators, experts and influencers make this an event unlike any other — allowing you to get real-time updates on the trends in play today. --- ## Event Categories ### [Credit Unions](https://www.mysherpas.ai/mysherpas-events/category/credit-unions/) --- ### [Community Banks](https://www.mysherpas.ai/mysherpas-events/category/community-banks/) --- ### [Government Lending](https://www.mysherpas.ai/mysherpas-events/category/government-lending/) --- ### [Financial Institutions](https://www.mysherpas.ai/mysherpas-events/category/financial-institutions/) **Description:** Financial institutions who ---