A Coleman Conversation: Beau Eckstein

October 1, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Beau Eckstein In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Beau Eckstein, co-founder of Emerge Lending and Business Ownership Coach, to discuss his journey from residential lending to becoming a leading SBA loan broker and franchise financing expert. Beau shares…

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Happy New Year! — The Silence of the Loans

October 1, 2025 Bob ColemanFounder & Publisher Happy New Year! — The Silence of the Loans It is 12:01 a.m., the first minute of the government’s FY26, and Congress has failed to pass a funding bill. The SBA is now in “lapse mode.” Like The Silence of the Lambs, what’s chilling here is the silence…

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10 Tips to Streamline the SBA Credit Memo for Loans $350,000 and Under — 10/17

Simplify compliance, avoid costly mistakes, and speed up approvals on small loans under SOP 50 10 8. .. A Coleman Training WebinarDate: Friday, October 17 2025Time: 2:00 p.m. EasternIncludes e-certification & recording For many SBA lenders, the credit memo remains one of the most time-consuming and frustrating parts of the loan process. Even small loans…

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SBA Leadership: Lender Servicing & Portfolio Strategy with New SOP 5057 4 — 11/6

Executive team insights, metrics, and controls needed to oversee your 7(a) loan portfolio under the new SBA servicing and liquidation SOP — including managing difficult servicing and liquidation issues that could jeopardize the guaranty A Coleman Training WebinarDate: Thursday, November 6, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording When SOP 5057 4 takes effect…

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Considerations in Recommending a Life Insurance Provider to Business Borrowers

by Ben KoplanCLU, CFP®, LifeEase Considerations in Recommending a Life Insurance Provider to Business Borrowers A life insurance policy with an executed collateral assignment is often among the last requirements standing between your borrower and their business loan funding. Meeting SBA loan insurance requirements in 2025 demands familiarity with revised documentation rules and digital platforms…

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Puerto Rico Bank Chairman Pleads Guilty to $13.6M Loan Fraud

September 26, 2025 Bob ColemanFounder & Publisher Puerto Rico Bank Chairman Pleads Guilty to $13.6M Loan Fraud Juan Francisco Ramirez, former chairman of Nodus International Bank in Puerto Rico, has pled guilty to orchestrating a $13.6 million loan fraud scheme that led to the bank’s collapse. Ramirez, along with his partner Tomas Nimbro, diverted bank…

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