The Critical Role of Technical Insurance Expertise in SBA-Required Life Insurance
November 10, 2025 Ben KoplanCLU, CFP®, LifeEase The Critical Role of Technical Insurance Expertise in SBA-Required Life Insurance It only takes a one-week course to obtain a life insurance license; therefore the low barrier of entry invites quite a lot of less-then-competent “bad actors”. It can be challenging as to how a lender and/or business…
Read MoreMain Street Monday: Waived SBAExpress Guaranty Fees, Faster SBA Loan Processing for Veterans
November 10, 2025 Bob ColemanFounder & Publisher, Coleman Report Main Street Monday: Waived SBAExpress Guaranty Fees, Faster SBA Loan Processing for Veterans With a salute to those who serve our country, this week’s Main Street Monday focuses on the veteran-specific eligibility and fee relief features under the Veterans Advantage portion of the SBA 7(a) loan…
Read MoreColeman AI SBA Underwriter Membership — The Future of SBA Credit Memos Starts Here
The Coleman AI SBA Underwriter Membership is your roadmap to mastering AI — one clear, simple step at a time. Coleman designed this training in manageable, structured modules because that’s how both AI and underwriters learn best. The goal isn’t to do everything at once — it’s to build mastery step by step. Think of…
Read MoreThe SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18
.. A Coleman Training WebinarDate: Thursday, December 18, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and that…
Read MoreConstruction Loan Closing Documentation and Draw Administration: Meeting the SOP Requirements with Perfection — 1/7
.. A Coleman Training WebinarDate: Wednesday, January 7, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Closing a construction loan is one of the most complex—and high-stakes—transactions in SBA lending. Even minor documentation errors can delay funding, cause upstream and downstream disruptions, or result in costly post-closing corrections. This focused training equips SBA lenders, closing specialists,…
Read MoreSBA 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
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…
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