Getting to Know Version 3 of the Universal Purchase Package


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Friday, June 27, 2025 12:00 PM - 1:30 PM   iCalendar Central Standard Time

LIVE Presentation Runs (90 minutes):    1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific

Fee (per person):

  • Members:   1 person: $405 | 2-5 people: $295 each | 6-10 people: $200 each | 11-20 people: $150 each
  • Non-Members:   1 person: $750 | 2-5 people: $495 each | 6-10 people: $350 each | 11-20 people: $275 each
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SBA recently released Version 3 of the Universal Purchase Package (UPP), dated 5/1/2025. The UPP provides lenders with one document to request SBA to honor its guaranty on all 7(a) loan types in their portfolio, regardless of size and program type. The UPP is an interactive, intuitive, and fillable form that adapts to the specifics of each loan based on responses by the lender. Join this session as we explore the UPP updates in Version 3, including a real time walkthrough showing how to correctly complete the 8 UPP tabs.SBA recently released Version 3 of the Universal Purchase Package (UPP), dated 5/1/2025. The UPP provides lenders with one document to request SBA to honor its guaranty on all 7(a) loan types in their portfolio, regardless of size and program type. The UPP is an interactive, intuitive, and fillable form that adapts to the specifics of each loan based on responses by the lender. Join this session as we explore the UPP updates in Version 3, including a real time walkthrough showing how to correctly complete the 8 UPP tabs.

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