Coleman Report Update
Legal Loan Broker Fees: SBA Form 159 Mandatory Disclosures — A Coleman Webinar 4/18
Loan Broker Fees Charged to the BorrowerLoan Broker Fees Paid by the Lender Attend the Live Webinar EventThursday, April 18, 20242:00 PM Eastern75-minute training with e-certification Are you confident SBA loan broker fees and compliance disclosures can withstand scrutiny? Ensuring full compliance with SBA’s rules around loan fees and disclosures for loan brokers and agents…
Read MoreDocumenting Equity Injection the SBA Way: Know the 13 Most Common Mistakes in Equity Injection Documentation — A Coleman Webinar 4/11
Updated for 2024: How to document your borrower’s equity injections perfectly and correctly every time Attend the Live Webinar EventThursday, April 11, 20242:00 PM Eastern75-minute training with e-certification Do your people make any of the 13 most common mistakes lenders commit in documenting a borrower’s equity injection that result in SBA loan guaranty repairs and…
Read MoreColeman Report Live! March 25, 2024 — Main Street Monday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Contributor, Fountainhead CCGuest: Todd Belmond, Executive Director, Scotsman Guide
Read MoreThe Coleman SBA Loan Broker and Lender Table
Weekly Virtual Meetings Every Thursday at 12 pm Eastern Annual Membership Fee: $2500 ● Direct Contact with SBA Lenders and Brokers● 50 Meetings Per Year● Weekly Newsletter How would you like to confer with some of the brightest, most successful SBA lenders and loan brokers in the country to share ideas on opportunities in increasing…
Read MoreColeman Report Live! March 22, 2024 — Fraud Friday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Contributor, Fountainhead CC
Read MoreColeman Report Live! March 11, 2024 — Main Street Monday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Contributor, Fountainhead CCGuest: Jon Winick, CEO, Clark Street Capital
Read MoreNavigating the New Banking Landscape: Strategies and Solutions — Webinar 3/12
One year after the failures of SVB and Signature, the banking crisis has eased, but challenges and opportunities still remain. Join our excellent team on a free webinar produced by Coleman Report as we cover the following topics: • Is the banking crisis over?• ‘Q4 Bank Earnings and Outlook for Q1 and 2024• Spotlight on…
Read MoreColeman Report Live! March 8, 2024 — Fraud Friday @ 1pm EST
Join on MS Teams Join on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Webinar Instructor, Coleman ReportGuest: Delaney Sexton, Editor, Coleman Report
Read MoreSolving Very Difficult SBA 7(a) Loan Servicing Issues — A Coleman Webinar 3/14
Topics Include: Attend the Live Webinar EventThursday, March 14, 20242:00 PM Eastern75-minute training with e-certification There are two types of difficult one-off servicing actions facing lenders — actions facing lenders where the borrower is current, and actions where the borrower is having financial difficulties. Lance Sexton’s webinar will address both scenarios and offer solutions that…
Read MoreColeman Report Live! March 1, 2024 — Fraud Friday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportGuests: Delaney Sexton, Editor, Coleman Report; Sean Murray, President and Chief Editor, deBanked
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