Use this web-based reporting system to enter or upload information on training and counseling activity.


The web-based Nexus CRM has replaced EDMIS as the system of record for Resource Partner client activity and training data.

Resource Partners can upload form 641 and 888 data to Nexus from their third-party systems, or can enter the data directly.

Nexus provides statistical reports for SBA leadership, the Office of Management and Budget (OMB), and Congress.  These reports help SBA ensure that our programs are performing well.

Nexus is accessed using SBA Connect. For more information or to request access, please email us at

Reporting forms

Last updated November 13, 2023