What Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9
Get insider knowledge from an SBA lender turned broker! A Coleman Webinar Date: Tuesday, September 9, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes,…
Read MoreThe Coleman Report Top 100 SBA 7(a) Lenders – Live Oak Bank Exceeds $2 Billion in FY 2025
August 4, 2025 Bob ColemanFounder & Publisher The Coleman Report Top 100 SBA 7(a) Lenders – Live Oak Bank Exceeds $2 Billion in FY 2025 Today’s Main Street Monday introduces our Coleman Report top 100 SBA lender list. We will update this list monthly. Congratulations to all! View list here
Read MoreLeverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25
A Coleman Workshop Live in Ontario, CaliforniaDate: Thursday, September 25, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) credit memo preparation. Event Details Workshop Highlights Pre-Workshop Networking…
Read MoreGeorgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme
August 1, 2025 Bob ColemanFounder & Publisher Georgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme Brandt Frost IV, a Georgia-based businessman, has been charged by the Securities and Exchange Commission (SEC) for allegedly operating a $140 million Ponzi scheme through his company, First Liberty Building & Loan. According to the SEC’s…
Read MoreMovers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells
July 31, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells Countybank’s Andrew Bond Elected Assistant Vice President “Andrew is a key member of the commercial banking team in the Upstate, and this promotion is well deserved,” says David Tompkins, Senior Vice President and Commercial Banking Manager. “Andrew works…
Read MoreMid-Year Banking Briefing: Policy Shifts, Market Resilience & What’s Ahead — 8/5
While the new Trump Administration has lightened the regulatory burden for banks, a banking reset has not yet emerged. Exams and enforcement are still tough, and banks are still grappling with uncertainty over tariffs, interest rates, and the priorities of new Agency leadership. Nevertheless, bank stocks have outpaced the S&P in 2025 so far by…
Read MoreA Coleman Conversation: Ray Drew
July 30, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Ray Drew, Managing Director of SBA Lending at Truliant Federal Credit Union and host of The Art of SBA Lending podcast. Ray is currently running for a seat on the NAGGL board of directors, bringing a fresh, next-generation perspective to…
Read MoreFranchise Certification Extended to Dec 31, FTA Guidehouse New Address Effective August 18
July 29, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: Franchise Certification Extended to Dec 31, FTA Guidehouse New Address Effective August 18 Franchise Certification Extended to Dec 31 A couple of SBA housecleaning announcements. For Franchise Brands that were listed on the SBA Franchise Directory as of May 2023, SBA has decided to…
Read MoreLeverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 9/4
A Coleman Webinar Date: Thursday, September 4 Time: 2:00 p.m. Eastern Includes e-certification & recording The Problem with SBA Collateral Analysis SBA 7(a) collateral analysis and narrative preparation remain time-consuming, error-prone, and inconsistent across underwriting teams. With the new SBA SOP 50 10 8, lenders face expanded requirements for collateral valuation, lien documentation, and narrative…
Read MoreSBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote
July 28, 2025 Bob ColemanFounder & Publisher Main Street Monday: SBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote The Senate Small Business & Entrepreneurship Committee has given bipartisan approval to a bill that known as the Made in America Manufacturing Finance Act (S. 1555) — the legislation proposes raising the loan…
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