A Coleman Conversation: Kyle Gustafson of Partner ESI
In this episode of A Coleman Conversation, Bob Coleman talks with Kyle Gustafson, National Client Manager at Partner ESI, about how lenders and borrowers can mitigate environmental and construction risks in SBA 7(a) lending. With deep experience in site assessments, remediation, and construction oversight, Kyle has become a go-to resource for banks navigating the complex…
Read More“A Coleman Conversation” Podcast Series
“A Coleman Conversation” is our exclusive interview series featuring candid, insightful conversations with top voices in SBA lending, small business finance, and economic policy. Hosted by Bob Coleman, each episode dives into the personal stories, professional journeys, and expert insights of C-suite executives, government leaders, and influential lenders shaping the small business lending world. Check…
Read MoreColeman’s SBA Franchise Risk Grade Report
Make smarter, faster SBA lending decisions – all in one place – for only $295. The Most Trusted Franchise Lending Intelligence for SBA Underwriters The Coleman Franchise Report is the only franchise intelligence tool built specifically for SBA loan underwriters. Packed with up-to-date SBA loan data, FDD analysis, and impartial Coleman Franchise Risk Grades, it…
Read MoreSBA Hot Topic Tuesday — SBA Drops Etran Affiliation Hold Code
June 17, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — SBA Drops Etran Affiliation Hold Code From SBA’s Office of Capital Access…. “SBA will no longer review loan applications for affiliation (hold code 803). As a reminder, SOP 50 10 8, page 13, states that all SBA Lenders are responsible for determining the…
Read MoreMain Street Monday: Small Business Optimism on the Rise Says NFIB
June 16, 2025 Bob ColemanFounder & Publisher Main Street Monday: Small Business Optimism on the Rise Says NFIB Small business owners have reasons to feel positive heading into the summer, as optimism levels improved in May, according to the NFIB Small Business Economic Trends Report. The Small Business Optimism Index climbed three points to 98.8,…
Read MoreFormer Prime Capital EVP Kimberly Humphrey Pleads Guilty in Case Linked to Kris Roglieri
June 13, 2025 Bob ColemanFounder & Publisher Former Prime Capital EVP Kimberly Humphrey Pleads Guilty in Case Linked to Kris Roglieri Kimberly Humphrey, former Executive Vice President of Prime Capital Ventures and the alleged girlfriend of founder Kris Roglieri, has pleaded guilty to wire fraud and health care fraud in U.S. District Court in Albany,…
Read MoreMovers & Shakers — Megan Kistler, Scott Clark, & Tri Counties Bank
June 12, 2025 Bob ColemanFounder & Publisher Movers & Shakers — Megan Kistler, Scott Clark, & Tri Counties Bank FNB Community Bank Promotes Megan Kistler To Commercial Loan Officer, Assistant VP “After nearly 10 years in credit analysis, I’ve come to really appreciate the people behind the numbers,” says Megan. “I’m excited for this new chapter in…
Read MoreAI 101: Transforming SBA 7(a) Credit Underwriting Memos – A Four-Week Workshop in July
Tuesdays @ 2PM Eastern Throughout July — Registration Includes All 4 Sessions! $395 per person or $995 for unlimited site license Tuesday, July 1; Tuesday, July 8; Tuesday, July 15; Tuesday, July 22Each session is recorded for you to view at your convenience. Overview: Discover the power of AI in this beginner-friendly workshop tailored for…
Read MoreUnderwriting Excellence: SBA 7(a) Working Capital and Collateral Documentation — 7/2
A Coleman WebinarDate: Wednesday, July 2, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. With the implementation of SOP 5010 8 on June 1, lending practices for SBA 7(a) loans have undergone significant changes, particularly in documenting working capital proceeds and collateral requirements. Notably, the elimination of “score and go” practices has occurred, where lenders…
Read MoreHouse Passes SBA Loan Agent Oversight Act
June 10, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — House Passes SBA Loan Agent Oversight Act Last Wednesday, the House overwhelmingly passed legislation on a bipartisan 405-3 vote to enhance transparency of SBA loan agents, addressing concerns about SBA loan fraud. The bill mandates that the SBA submit an annual report to…
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