Managed data service and analytics platform

Automate your SBA Loan portfolio reporting for the CARES Act

Manage loan information, validate PPP eligibility, and calculate
loan forgiveness from anywhere.

Award-winning SaaS technology for banks, 

allowing you to instantly scale your SBA 

Loan operations.

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100% Privacy Guaranteed.

Turnkey Reporting for All 
SBA Lenders
Community & Regional Banks, Credit Unions and Investment Banks

Simple Excel Upload

Scalable Infrastructure

 Dynamic Reporting

T-REX’s cloud-based CARES Act Reporting Solution provides a dynamic and feature-rich workspace for banks and lenders. 

The platform aggregates financial data across loan products, streamlining workflows and enabling reporting at scale. 

Easy upload to secure 

API connection available 

Aggregate portfolio-level 

Automatically calculate 
eligibility criteria for CARES Act 

Professional seamless reporting to SBA 

Flexible user entitlements 

       Simple to Use and Fast Onboarding

       Scalability  and Automation

       Data Standardization  and Collaboration 

Want to learn more? 

Email us at or give us a call at 646 780 7677 ,

and speak to one of our SBA Loan specialists, for a free no-obligation consultation, and see how we can help.

Ready to get started?

Trusted by banks & lenders, ratings agencies and accounting firms

The CARES Act Reporting Solution automates loan and portfolio-level calculations, including determining PPP eligibility and validating loan forgiveness. 

Run cashflow reports, monitor loan performance and perform risk scenarios – all in one easy to use, online platform. 

With T-REX, you can manage your SBA loan book with greater speed and precision than ever before.

Onboarding is easy. Just fill in the form to sign up.

Simply plug in your loan information and we’ll take care of the rest!

How it Works

T-REX is a leading enterprise solutions provider for structured credit markets, loan & asset warehousing, and energy & infrastructure project finance.

Developed with asset-class flexibility in mind, T-REX handles a broad range of complex investments, going deep into the nuances of asset and collateral financing. 

T-REX transforms data and analytics, consolidating workflow from Sell Side to Buy Side onto one cloud-based collaboration platform. 

Built to empower responsible finance, T-REX digitizes and standardizes data, automating workflow and enhancing efficiency across the entire investment lifecycle.


Built by financial experts for financial experts
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T-REX Group, Inc. 

44 Wall Street, 9th Floor New York, NY 10005  ᛫  ᛫   1-646-780-7677

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CARES Act SBA Loans Portfolio Analytics & Reporting

Validate Loan Forgiveness

  • Calculate PPP eligibility

  • Monitor forgivable expenses

  • Remove manual processes

Automate SBA Reporting

  • Dynamic user interface

  • Professional reporting to Small Business Administration

  • Seamless report generation

Digitize your SBA Loan book

  • Scale your SBA loan program

  • Secure access from any device, anywhere

  • Use T-REX platform without changing existing infrastructure




 “T-REX is a unique fixed income capital markets solution that tracks the complete lifecycle of illiquid and alternative assets

Head of SPRINT

Scott Miller, CBDO; Arad Shaiber, CTO; Tricia San Cristobal, CPO; Benjamin Cohen, Founder and CEO.

Empowering Responsible Finance