Advanced Construction Training: Mastering Multi-Disbursement Construction Loan Funding with Best Practices — Tues, June 23
A Coleman Professional Training Webinar
Date: Tuesday, June 23, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording
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Large and small construction projects can be one of the most stressful responsibilities of portfolio management.
Each project, general contractor, and draw is different. Also, the entire project is affected by each subsequent draw.
In construction, one phase cannot be completed till the step prior is done. This compounds the importance of making good decisions during each disbursement.
Cashflow is vital to keeping your project on a healthy path, but too much can be dangerous.
This session will discuss the optimal path to project completion on time, free of liens, and within budget.
However, there is always room to discuss the what ifs, and the “oh no” moments of a construction loan.
Kyle Gustafson, National Client Manager at Partner ESI, will get into the details and discuss how to make every project a successful construction loan.
This training is for construction specialists, closers, portfolio managers, and anyone with curiosity or an interest in documenting, balancing, and funding a construction loan.
Kyle will discuss both 504 and 7(a) best practices.
This webinar discussion will focus on:
- Post Closing Items
- Construction Budgets
- Plans and Specifications
- Permitting
- Construction Schedules
- Pay Applications G702&703
- Site Assessments
- Reviewing a Pay Application and Site Visit
- Lien Laws by State
- Lien Releases
- General Contractor’s Needs
- What can go wrong?
- Retention
- Change Orders
- Cost Overruns
- Contingencies
- Project Completion
- Post Construction Inspections
The goal is to create a seamless process for the best result a project free of liens, open on time, within budget and ready to operate.
How the Webinar Works
Webinar Platform & Recording
We use Microsoft Teams as the webinar platform. All Coleman webinars are recorded and a link is sent to all attendees.
Single Site License
The single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room to be viewed by multiple attendees The webinar can be viewed on any device.
Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.
Webinar Links and Handouts
The webinar link will be sent out prior to the session, and included again when we send the presentation and handouts.
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.
Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.
The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.
3 Easy Ways to Order
1) ONLINE — Register and pay via Quickbooks
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.
Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com