Portfolio Management: General Availability this September

SPARK has always been where your SBA loans begin: borrowers, guarantors, financial analysis, collateral analysis, and documentation, all built and organized as you originate. Until now, that continuity stopped at loan disbursement. The portfolio lives somewhere else; in spreadsheets, email, or a legacy system, separate from the platform that holds everything you already trust.

SPARK Portfolio Management closes that gap. It brings the post-origination work into SPARK; document collection, recurring tasks, annual reviews, and servicing actions, with a full audit trail across the life of the loan. Borrowers, guarantors, collateral, terms, and financials carry straight across from origination, so your first annual review resumes where underwriting left off. And when a borrower holds more than one loan with you, Portfolio Management brings them together, so you manage the full relationship in one view rather than loan by loan. A history of every action taken on the loan file stays centralized and audit-ready, and your team absorbs more volume without expanding to match it.

Portfolio Management is currently live with SPARK users in our Early Access Program, and General Availability opens September 1, 2026.

If you're interested in learning more, reach out to your Customer Success Manager.