We are happy to introduce GrowthWheel NG (next generation) for SBA-funded agencies as a beta version, and — yes — you can use it to report to SBA in the near future!
You can now have your clients fill out their own 641 form in GrowthWheel Online. When you review their information, you will see an indicator if the information is missing or has improper validation.
With this release, you will be able to:
Have your clients fill out their 641 form on their GrowthWheel account
Fill out the 641 form yourself on GrowthWheel Online under "the “Client Relation” menu
Share with clients the intake form and see the information on their 641 form
In this quick video, Elizabeth Binning will show you how it works:
Instant validations indicators
— Get error-free reports right away!
The system will automatically recognize fields with missing information or wrong validations, show an indicator with the error count, and highlight the field that requires changes.
And this is just the beginning...
What is coming (very) soon?
Register your counseling sessions with all SBA requirements.
Have your clients fill out the 641 form as an intake form.
What's next?
Register your 888 training sessions.
Export the 641 and 888 report files to upload on EDMIS NG.