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SBA One Boot Camp: Tips, Tricks and Traps When Adopting SBA One

Introducing “SBA One Boot Camp: Tips, Tricks and Traps When Adopting SBA One”—a 75-minute webinar that lets staff earn e-certification

When: Tuesday, May 10, 2016
Time: 2:00 p.m. Eastern
Unlimited Registration: $489 (includes unlimited video streaming)
Single-Site Registration: $389
Download a Registration Form


lancesextonwhiteborderTaught by Lance Sexton, former Deputy Director
SBA Little Rock Commercial Loan Servicing Center;
former Sam M. Walton College of Business
University of Arkansas Adjunct Faculty


Everything You Need to Ramp up Quickly without Wasting Time on Obstacles and False StartsSBAOneLogo

It’s time to sign on to the SBA One platform and start taking advantages of all its streamlining benefits on SBA7(a) loans. However, SBA One can be tricky for the untrained. That’s why this webinar gives your team all the inside techniques they need to navigate the SBA One loan processing protocol and start profiting from it immediately.

As the agency rolls out the platform region by region, now is the time to formulate your strategy of how to incorporate the software into your workflow process.

The challenge for management is how best to use the platform to reduce loan processing times and costs. This Coleman webinar will help your team understand how the platform works and how to make the right decisions on best ways to use it to save documentation time, speed processing, reduce errors and cut costs.

You will learn what the platform can do today, and more importantly, what it cannot do today. Based on tips from early adapters, this Coleman webinar will focus on process. You’ll also get help planning your strategy for adoption.

We will pay special attention to incorporating SBA One to streamline the processing of your loans, specifically designating who in your organization should be inputting data.

We’ll also cover what to do about turn-downs and give consideration to complying with anticipated Consumer Protection Financial Board and regulatory guidelines for your small business loan portfolio.

Finally, what about your existing software vendor? We’ll explore integration options, or if you should consider eliminating your vendor.

Join this Coleman webinar to learn everything you need to know about SBA One to effectively use this new tool.


Help Your Staff Master SBA One, So You Can Speed SBA 7(a) Loan Processing

  • Key advantages of SBA One and how to take advantage of all of them
  • Step-by-step walkthrough, with emphasis on inside techniques and pitfalls
  • Different SBA One approaches for loans over and under $350,000
  • How to access to your PARRiS scores and compare with industry benchmarks
  • How to manage paper documents, e-signatures, user access, compliance issues and privacy concerns
  • Revising job descriptions to accommodate SBA One
  • A candid discussion of the platform’s strengths and weaknesses
  • Best Practice in obtaining borrower information for completing SBA Form 1919
  • What you can do with SBA One today
  • Future planned enhancements of SBA One

Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators. We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.


Five Easy Ways to Order!
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register BDO Training” in Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 607 Foothill Blvd., # 546, La Cañada, CA
5) Click here for paying using PayPal

SBA One Boot Camp: Tips, Tricks and Traps When Adopting SBA One

 


About Your Instructor, Lance Sexton
Lance Sexton has a long history of working with small businesses and educating small business owners and students related to Entrepreneurship and SBA Loan Origination, Servicing, and Liquidation.

Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and non-performing, and six years of experience as a small business owner. He has served as Vice President, Senior Vice President, and Executive Officer of three community banks building and managing SBA portfolios at each bank. Lance also was a faculty member of the Sam M Walton College of Business at the University of Arkansas teaching entrepreneurship courses. He is now Executive Vice President & Chief Operating Officer at Prudent Lenders, LLC.

Participant Questions
Questions are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre-webinar questions.

Why a Coleman Training Webinar?
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.

Our faculty are professional instructors are the absolute experts in their fields.

Coleman Webinars are very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide as you wish when you purchase unlimited access for only $489.

A great benefit of the program is that you may have your questions answered by the faculty. All of our webinars are recorded. Buyers of the unlimited site license option will unlimited online streaming access or will receive a DVD recording of the event to share with anyone you wish.

A transcript of the program is also provided to purchasers of the unlimited site license.

How the Webinar Works
We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to joseph@colemanreport.com, and he will schedule a test run.

How to Access GoToWebinar
There are two ways to access the webinar. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webinar is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern
Log and dial in ten minutes before each Coleman webinar to hear the “Complimentary Coleman Report Live! News Show” with Bob Coleman.

We do this for two reasons. First, the pre-show confirms you are successfully connected to the webinar. Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context. Join us for this free feature!

The Fine Print
1) The single user registration fee of $389 is based on location not attendance. You may have as many people in one location attend. You may distribute the materials to anybody in your company.
2) For only $100 more ($489), you may invite as many people from your institution from as many locations as you wish. (You also get the reply link and transcript!) We will forward you a link that allows you to sign up as many people as you wish.
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guaranty — no questions asked.


Five Easy Ways to Order!
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register BDO Training” in Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 607 Foothill Blvd., # 546, La Cañada, CA
5) Click here for paying using PayPal


SBA One Boot Camp: Tips, Tricks and Traps When Adopting SBA One



Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546
La Cañada, CA 91012
(818) 790-4591
(c) 2016 All Rights Reserved

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