Professional team collaborating on client servicing operations
Service Bureau

Mitigate risk and focus on what matters most — your clients.

SBL Nova's Service Bureau offers best-in-class servicing for your SBL program — from full white-glove service to robust self-service tools. You focus on growth; we handle operations.

Overview

Your dedicated SBL operations partner

Mitigate operational risk and watch your business thrive with our servicing solutions. Whether you choose our robust self-service capabilities or full service, white-glove treatment, leave the servicing to us so that you can focus on your priorities.

Our experienced servicing team manages every aspect of post-origination loan administration — from payment processing and interest calculations to collateral monitoring and customer service.

  • Full-service and self-service tiers available
  • Dedicated client service specialists
  • Payment processing & interest management
  • Collateral call management & resolution
  • Regulatory reporting & compliance support
SBL Nova team collaborating in a modern workspace
Service Tiers

Choose the level of support that fits your needs

Self-Service

Access our full suite of servicing tools through the platform. Your team manages day-to-day operations with the support of our intuitive dashboard, automated workflows, and on-demand support resources.

Most Popular

Co-Managed

Split servicing responsibilities between your team and ours. You retain control over key decisions while our specialists handle the operational heavy lifting — the perfect balance for growing firms.

Full-Service (White Glove)

Completely outsource your SBL servicing to SBL Nova. Our team handles everything — client interactions, payment processing, collateral management, reporting, and compliance — under your brand.

What We Handle

Comprehensive post-origination services

Payment Processing

Automated interest accrual, billing, payment collection, and posting — with multiple payment method options for borrowers.

Collateral Monitoring

Daily mark-to-market valuations, automated coverage calculations, and tiered alert notifications — keeping your portfolio protected 24/7.

Client Support

Experienced client service representatives handle borrower inquiries, account changes, and issue resolution under your firm's brand.

Statement & Reporting

Monthly borrower statements, advisor activity reports, portfolio summaries, and regulatory reports — all generated automatically.

Collateral Call Management

Structured collateral call processes with client notification, cure period management, and resolution tracking — reducing risk and regulatory exposure.

Compliance Support

Regulatory reporting, audit support, and compliance documentation — helping your team meet FINRA, SEC, and state-level requirements with confidence.

Professional team collaborating on client servicing operations

Let us handle your servicing operations

Free your team to focus on growth while SBL Nova manages the complexity of SBL servicing with precision and care.