Put your borrowers back in the driver's seat with PPP Advisor Pro

Allow our team of experts to work side by side with your borrowers throughout the forgiveness process. We’ll provide the expertise, guidance, and technology PPP borrowers need to complete their forgiveness application package.

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For Borrowers

For Lenders

With PPP Advisor Pro from Upside Financial, your borrowers' loan forgiveness applications will be reviewed and vetted by our team of financial experts to ensure a thorough and accurate application package.

Better Support for Borrowers

Our team of experts will work directly with your borrowers to answer questions, provide feedback on documentation, and ultimately complete their loan forgiveness application.

Professionally Reviewed Applications

When your borrowers work with us to complete their PPP loan forgiveness application we'll walk through the entire process with them. We’ll certify everything is done correctly, so your team doesn’t need to worry about becoming experts in the Payroll Protection Program.

Lower Costs & Overhead

Keep your costs minimal and relieve the heavy burden on your employees. Our all-in-one platform tracks, assesses, and packages loan forgiveness documentation. Simplify the process for your borrowers to complete a loan forgiveness application and minimize the time your team would spend reviewing and managing applications for your PPP loan portfolio.

We take your client’s business seriously.

Your clients will get full visibility into the status of their loan forgiveness application review, giving them peace of mind.

PPP Pro Advisor's simple interface makes application management straightforward.

We only use best-in-class security practices to ensure data security and privacy.

Let’s talk

Managing PPP loans and the forgiveness process isn't one-size-fits-all. Let’s discuss how Upside Financial can help your team.

Customized programs designed for your portfolio

Technology solutions to assist tracking, program management, and more


Meet Upside

Upside Financial brings together a team of experts with deep expertise in financial services, federal lending and technology. Upside’s ability to blend technology with customer support uniquely allows us to reduce the complexity, cost, and anxiety of the PPP loan forgiveness process. Backed by highly respected investors like Jefferies and Vista, Upside was named a ‘Best Places to Work’ by Glassdoor and earned a ‘Top Workplaces’ award from The Washington Post.

Scott Case

CEO, Co-Founder  


Scott is a leader obsessed with harnessing the power of tech to make the world a better place. He began his career as founding CTO of Priceline.com and has served in a number of leadership roles for companies focused exclusively on servicing small businesses. 

Jennifer Moyer



As Upside's Chief Financial Officer, Jen brings decades of financial and customer service know how to the team. Having previously served as the CFO for Alarm.com, Jen has helped to raise over $500M in equity and debt financing and oversaw Alarm.com's $100M IPO in 2015.