Coleman Report

November 12, 2025 Bob ColemanFounder & Publisher, Coleman Report In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Rocco Perate, Executive Vice President at Meridian Bank, to revisit the rise of The Money Store, explore how it reshaped SBA lending, and discuss what it takes to build a high-performing SBA platform…

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…

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…

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…

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…

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…

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…

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.…

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…

November 3, 2025 Bob ColemanFounder & Publisher, Coleman Report Main Street Monday — 320 Small Businesses Lose $170 Million in SBA Loans a Day During Shutdown Says SBA Administrator Kelly Loeffler: “With the SBA’s loan programs shuttered, thousands of small businesses are now unable to access the vital funding they need to survive, let alone…