Curter vs. RelPro for SBA lenders
RelPro is a respected relationship-intelligence platform used across financial services — and it genuinely does include SBA 7(a) loan records. So this comparison comes down to one question: do you want a database you research from, or a brief you walk into the call with? RelPro hands you the list. Curter hands you the list — and the first call.
The short version
Side by side
| Curter | RelPro | |
|---|---|---|
| Built for | SBA 7(a)/504 lending desks, specifically | Financial & professional services broadly — banking, credit unions, PE, wealth, insurance, legal |
| SBA 7(a) loan data | ✓ Core of the product — ~920k borrower universe, searchable in plain English | ✓ SBA 7(a) records in its Filings & Loans search (lender, date, amount, rate, term, status) |
| Primary output | A finished, banker-ready brief per prospect: contacts, banking angles, decision-makers, refinance projection | Lists, company/contact profiles, alerts, and short AI-generated summaries |
| Source citations | ✓ Every factual claim links to its public source | Not advertised in its published materials |
| Refinance math | ✓ Computed per prospect — payment delta, lifetime interest delta | Described as a use case (rate/term filters); no computed per-prospect projection advertised |
| Time to call-ready | ~90 seconds per brief | Banker assembles research from profiles; RelPro cites customers saving 15–20 minutes per prospect |
| Data breadth beyond SBA | None — deliberately SBA-only | ✓ 7M+ US companies, 150M+ decision-makers, UCC/PPP filings, CRE, wealth insights, buyer intent |
| Pricing | Published: $49/mo Solo (15 briefs), $249/mo Teams — self-serve | Not published — quote-based, per-user plans, starts with a demo request |
| Trial | 14-day free trial, start today | Demo request (no self-serve trial advertised) |
RelPro details from relpro.com (homepage, pricing, banking, RelPro AI, and SBA 7(a) case study pages), as of July 1, 2026.
What RelPro does well — genuinely
Credit where due: RelPro is a mature platform with real adoption in banking (it cites usage at a majority of the top-20 US banks), strong review scores, and breadth Curter doesn't attempt — UCC and PPP filings, commercial real estate data, wealth insights, Bombora buyer intent, government contracts. If your institution needs one intelligence layer across commercial banking, treasury, and wealth teams, that breadth is the product, and it's a good one. Its SBA 7(a) loan search is genuinely useful for the same reason Curter exists: public SBA loan data is the best prospecting signal in small-business lending.
Where the products part ways: the list vs. the call
Both products can tell you that a Carlsbad plumbing contractor has a 2022 SBA 7(a) loan at a variable rate. The difference is everything after that:
- RelPro's workflow: filter the loans, open each company profile, read the firmographics and the AI summary, find the decision-maker, check the news, work out the refinance story yourself, build your call notes. The platform makes each step faster; the banker still runs the steps.
- Curter's workflow: describe the borrower you want. Curt runs every one of those steps and hands you the finished brief — verified contacts, two or three specific banking angles, the decision-makers and how they got there, discovery questions, and a computed refinance projection ("saves $609/month, $69K lifetime") — in about 90 seconds, with every claim linked to its public source so you can verify anything before you repeat it on a call.
That last point is a philosophical difference, not just a feature. RelPro's own AI page is appropriately careful: their AI generates summaries and "does not make financial, credit, or lending decisions." Curter doesn't make lending decisions either — but it is built on a stricter rule: never assert a fact without a citation. For a banker who has to stand behind every number in front of a borrower or a credit committee, checkable beats summarized.
The pricing difference is a workflow difference
RelPro sells the way enterprise data platforms sell: no published prices, per-user plans, and a demo call to get started (as of July 2026 — third-party reviews also note the cost can be significant for smaller teams). That's normal for its market. But if you're a solo BDO or a two-person SBA team, it means procurement before prospecting. Curter's pricing is on the pricing section of its homepage: $49/month with 15 briefs included, $3 per extra brief, $249/month for a 5-seat team — and the 14-day trial starts the moment you sign in. One booked 7(a) origination pays for years of it.
Common questions
Does RelPro have SBA 7(a) loan data?
Yes — its Filings & Loans search includes SBA 7(a) records (lender, date, amount, rate, term, status), and its materials describe using them to spot refinance candidates. The difference is the output: filtered lists and profiles versus Curter's finished, cited brief with the refinance projection computed per prospect.
Is Curter a RelPro alternative for SBA lenders?
For an SBA lending desk, yes — Curter covers the SBA prospecting workflow end to end, from lead discovery to call-ready brief. If your team also needs UCC filings, CRE data, wealth insights, or intent data across many lines of business, RelPro's breadth may justify the enterprise footprint. Some banks use both.
How does pricing compare?
Curter publishes pricing: $49/mo Solo (15 briefs included, $3/extra), $249/mo Teams, 14-day self-serve trial. RelPro is quote-based and demo-first, priced per user, with no published pricing as of July 2026.
See what the brief looks like
The fastest way to compare is to run one. Describe a borrower you'd want to bank — Curt finds the SBA leads and writes the cited brief, refi math included.
Start the free trialRelPro® is a trademark of RelPro, Inc. Curter is not affiliated with, sponsored by, or endorsed by RelPro. This comparison is based on publicly available materials (relpro.com and public review platforms) as of July 1, 2026; products change — if anything here is out of date, email customercare@curter.ai and we'll correct it promptly.