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The Emerging SBA REAL 504 Secondary Market – Are You Ready to Cash in?

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Rescheduled for Thursday , March 13, 2014
The Emerging SBA REAL 504 Secondary Market – Are You Ready to Cash in?
Price: $289.00
2:00 p.m. to 3:15 p.m. Eastern
1:00 p.m. to 2:15 p.m. Central
12:00 p.m. to 1:15 p.m. Mountain
11:00 a.m. to 12:15 p.m. Pacific
Complimentary Coleman Report Live! News Show with Bob Coleman from 1:50 p.m. to 2:00 p.m. Eastern
Use our “email address only” order form!

The collapse of the SBA 504 secondary market during the recession was a footnote in the strewn financial wreckage affecting Main Street borrowers and lenders.

Five years later, the SBA REAL 504 secondary market is rebounding with new innovative financial products that enhance the SBA REAL 504 secondary market.

And, an expanded market offers greater profit opportunities for loan originators.

Join Coleman webinar instructor, Tom Wallace, as he brings you up-to-date about the emergence of new funds that will be able to purchase 90% of the third party, SBA REAL 504 loan.

Wallace will discuss, and interview, all the major players in the 2014 SBA REAL 504 secondary market. Special detail will be placed upon secondary market credit boxes, loan structures, pricing, prepayment penalties and NAICS code preferences.

Learn how to add to your bottom line with minimal risk using table funding and interim financing products.

You will learn:

  • The capacity of the emerging SBA REAL 504 secondary market
  • Anticipated premiums in 2014 from the SBA REAL 504 secondary market
  • What CDCs must know about the new SBA REAL 504 secondary market
  • All the secondary market players
  • Best practices for obtaining secondary market premium quotes, e.g. auction or “relationship”
  • Secondary market credit boxes
  • Anticipated pricing and interest rates
  • Table funding 101
  • Interim financing 101
  • How to do construction financing
  • Selling the SBA 504 loan against conventional and SBA 7(a) financing
  • Traps to avoid
  • Community banks access to fixed rate products available through the secondary market

  • Understanding the “no material adverse change” rule

Who should attend:

CDC Loan Underwriters
CDC Management
CDC Board Members
Third Party Lender Underwriters
Commercial Loan Underwriters
Chief Financial Officers
Chief Credit Officers
Community Bank Management
SBA Loan Underwriters
Small Business Lending Department Managers

This webinar is rated “EXPERT” for all attendees.

Coleman’s Webinar level of instruction guide:
ELEMENTARY — The webinar assumes the audience has no experience in the topic.
BASIC — The webinar is for small business lenders who have some experience in the topic. The webinar is designed as the Topical 101 course. This is the appropriate level of instruction for managers who oversee the function.
INTERMEDIATE — The webinar solves an unique problem for the small business lending professional. A strong working knowledge of the subject matter is recommended.
EXPERT — The webinar discusses detailed, technical and advanced topics for the well-seasoned professional. A strong working knowledge of the subject matter is a must.

Certificates of Participation

All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for your regulators. Also, this documents the answer for SBA’s Review question of continuing staff education.

We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.

If you have purchased the unlimited site license and would like certificates for all who attend simply forward their names and email addresses to jeanne@colemanreport.com. She will email the certificates to all attendees.

Questions

Questions are 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 bob@colemanreport.com.

Also, feel free to ask pre-webinar questions.

Join Coleman’s Expert SBA Instructor:

tomwallace2013Tom Wallace
President
IDS Corp.
Tom Wallace is the President of IDS Corporation, since 2002, a Florida CDC, which contractually co-ordinates, with locally licensed CDCs, 504 services in a dozen states. Mr. Wallace previously ran the largest Lender Service Provider for 7(a) in the Southeastern US. He has over twenty years of experience, both 7(a) &504.

bobcoleman010814Moderated by:
Bob Coleman
Editor
Coleman Report

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.”

Bob is the Editor of the Coleman Report, a trade newsletter and website for small business bankers. He is the nationally recognized expert on small business lending. He has been a regular contributor for Fox Business News and is sourced frequently by all major financial media news outlets including the Wall Street Journal and Bloomberg.

He is a prolific keynote speaker at numerous small business lending events across the United States every year – including recent international speaking engagements in the U.K. and Germany.

Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

About Coleman Webinars

Coleman is the largest producer of small business banking webinars in the country, all taught by the best experts in our industry.

Not only our instructors chosen with care, they are excellent teachers of their craft.

Coleman’s Webinars provide 75 minutes of highly specialized information, access to industry experts, live Q&A, and step-by-step “how-to’s” on a variety of topics relevant to today’s small business banker.

Why a Webinar?

It’s 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 $100.

A great benefit of the program is that you have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will air your question.

All of our webinars are recorded. Buyers of the unlimited site license option 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 it Works

We use GoToWebinar as our 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.

Accessing 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.

New! 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 power point 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 power point.

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 $289 is based on location not attendance. You may have as many people in one location attend. You many distribute the materials to anybody in your company.
2) For only $100 more, 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” and the date of the webinar in the Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call 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 91012
5) Order online here via PayPal


The Emerging SBA REAL 504 Secondary Market



Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546
La Cañada, CA 91012
(818) 790-4591
(c) 2014 All Rights Reserved

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