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FTA Wiki

Welcome

Welcome to the Fiscal Transfer Agent (FTA) Wiki, where existing and prospective lenders, vendors, and secondary market participants can find news and information about the U.S. Small Business Administration (SBA)’s 7(a) Loan Guaranty Program and Secondary Market.

Bookmark this site and visit regularly to receive program updates including policy and procedural changes, connect with customer support, and access informational and training materials about the Capital Access Financial System (CAFS), loan servicing, 1502 reporting, and other 7(a) program and secondary market functions.

To receive general FTA updates through email, please click here.
To receive updates related to the secondary market through email, please click here.

To contact the FTA Customer Service team, email FTA@sba.gov or call the toll-free hotline at (877) 470-0722.

Downloads and Resources

FAQs

September 17, 2021

Program Information

The FTA data, systems, and distributed applications are being migrated to SBA’s Capital Access Financial System (CAFS). This is a notification that the FTA Portal is now available for 7(a) program participants to request roles in CAFS. Please see slides 22-24 in the CAFS Account Setup Deck for instructions on how to request roles in the FTA Portal. For up-to-date program information, please visit and bookmark the new FTA “Wiki.” You can find additional resources and guides on the Downloads and Resources page.

August 23, 2021

Due to the migration of the systems, Colson will not accept any inputs for payoffs and prepayments after the specified dates: Tuesday, August 24th - last day Colson will accept Payoff and Prepayment Funds. Wednesday, August 25th - last day Colson will accept 10 Day Notices and Prepayment Certifications. Effective Monday, August 30th, please submit all payoffs and prepayments to the new FTA, Guidehouse.

August 4, 2021

Effective August 16th, SBA One will be inaccessible. Please use CAFS ETRAN Origination and the SBA Lender Portal for loan origination and viewing the PARRiS Scorecard, respectively. More information regarding the length of the outage will be communicated after Go-Live which is scheduled for August 30th. If you have any questions or concerns, please contact FTA Customer Service at FTA@SBA.gov.

July 30, 2021

Between August 2 and August 13: Establish a CAFS Account: A CAFS Account is required for each individual in your organization in order to access the applications and data required to do business with the SBA. Between August 13 and August 20: Add or Update Contact Information to the Partner Information Management System (PIMS) within CAFS: Moving forward, PIMS will be the SBA’s master database for capture, maintenance, and use of contact information for ALL participants of the 7(a) loan program including Lenders, Lender Service Providers (LSPs), Pool Assemblers, Brokers / Dealers, and Investors.

July 23, 2021

On August 30th, 2021, payments made to and from the Fiscal Transfer Agent (FTA) for the Small Business Administration’s (SBA) 7a loan guarantee program will transition from Colson Services Corp. to Guidehouse. Guidehouse has elected Wells Fargo Bank NA (Wells Fargo) as a banking partner to administer and provide banking logistics for the FTA on behalf of SBA. As a result, FTA bank account information will change.

July 21, 2021