SBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble — 12/10
SBA Form 159 Compliance: What Brokers Must Disclose, and How to Stay Out of Trouble 🗓️ Date & TimeWednesday, December 102PM Eastern Every year, dozens of SBA loan brokers unknowingly step over the compliance line. The biggest tripwire? SBA Form 159 — the Fee Disclosure and Compensation Agreement. This form seems simple, but it governs…
Read MoreUnlock the Power of AI: Data-Mine Public SBA Data to Skyrocket Your Loan Volume — 12/5
.. A Coleman Training WebinarDate: Friday, December 5, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording AI Meets SBA Lending Artificial Intelligence is transforming how lenders find, qualify, and close small business loans. In this fast-paced, practical webinar that gives you a tool you can use immediately Bob Coleman will show you how to combine AI…
Read MoreThe $45 Million Fraud that Ripped off 20 Nebraska Banks Â
November 7, 2025 Bob ColemanFounder & Publisher, Coleman Report Fraud Friday: The $45 Million Fraud that Ripped off 20 Nebraska Banks Jesse Hill, 35, of Hickman, Nebraska, was sentenced to five years in federal prison for his role in a scheme that defrauded nearly twenty banks of tens of millions of dollars. U.S. District Judge…
Read MoreAI for SBA 7(a) Credit Memos: How to Turn Numbers into Narrative — 11/19
.. A Coleman Training WebinarDate: Wednesday, November 19, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Artificial intelligence is transforming how lenders analyze and present borrower financials. What once took hours of manual work can now be completed in minutes — without sacrificing accuracy, compliance, or insight. Coleman Report presents a new live webinar: AI for…
Read MoreMovers & Shakers: Tom Eggleston, Chad Coester, Eric Orantes, & Paul Avery
November 6, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Tom Eggleston, Chad Coester, Eric Orantes, & Paul Avery Baker Lewis Positions for Growth with Addition of Former Live Oak Bank Executive Tom Eggleston “Hiring someone with a track record like Tom’s certainly turns heads,” says Baker Lewis CEO Dustin Baker. “But that’s not why…
Read MoreSBA Loan Insurance Compliance Under SOP 5010 8: The Top 15 Requirements for Underwriters and Closers — 11/21
A Coleman Training Webinar Date: Friday, November 21, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA SOP 5010 8 introduced significant changes to insurance requirements for both 7(a) and 504 loans, placing heightened emphasis on lender compliance. A single oversight—such as a missing hazard, flood, or life insurance policy, or incomplete documentation in the credit…
Read More104 Items Underwriters “Must” Include in the SBA 7(a) Credit Memo, For Loans Over $350K According to the SOP 5010 8 — 11/25
The SBA Chief Lending Officer Perspective .. A Coleman Training WebinarDate: Tuesday, November 25, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording The new SOP 50 10 8 doesn’t make suggestions — it gives mandates. “Do what you do” has been replaced with “What you must do”. Between pages 130 and 143 addressing SBA 7(a) underwriting…
Read MoreA Coleman Conversation: Frank Gallegos
November 5, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Frank Gallegos In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Frank Gallegos, Executive Director of Cen Cal Business Finance Group in Fresno, to discuss his journey from SBA lender to leading one of California’s most impactful Certified Development Companies. Frank shares how Cen Cal…
Read MoreBayFirst Posts $12.4 Million SBA Small Loan Program Quarterly Loss — Announces OCC Action Coming Soon
November 4, 2025 Bob ColemanFounder & Publisher, Coleman Report SBA Hot Topic Tuesday: BayFirst Posts $12.4 Million SBA Small Loan Program Quarterly Loss — Announces OCC Action Coming Soon More details are emerging about BayFirst Financial Corp’s decision to shut down its SBA 7(a) lending program after posting significant losses tied to its small-loan operation.…
Read MoreLife Insurance Requirements for SBA Loans: An In-Depth White Paper
November 3, 2025 Ben KoplanCLU, CFP®, LifeEase Life Insurance Requirements for SBA Loans: An In-Depth White Paper Executive SummaryThis white paper provides a comprehensive overview of life insurance requirements, with a particular emphasis on Small Business Administration (SBA) loans. It details why life insurance is commonly required as collateral, how collateral assignment works, precise SBA…
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