Coleman Report
Correctly Preparing the UPP v5 SBA Guaranty 7(a) Purchase Package — Online Training
Pro-Tips to Know for Fast Approval and Payment Most SBA lenders don’t lose their guaranty on bad loans—they lose it on documentation errors that delay, reduce, or deny payment. In this 60-minute training, Lance Sexton shows you exactly how to move a loan from default to SBA purchase—cleanly and quickly. You will learn the documentation…
Read MoreSBA MARC Loans Under SOP 50 10 8.1 — Online Training
How to Source, Structure, Manage and Service MARC Loans Under the New Rules SBA introduced MARC in 2025 as a working capital product for manufacturers. SOP 50 10 8.1 expands the market. Effective October 1, 2026, MARC eligibility includes manufacturers, eligible wholesalers and specified businesses in the food supply chain. Manufacturers may borrow up to…
Read MoreFraud Friday: May I Please Go to Daily Mass?
October 9, 2026 Bob ColemanFounder & Publisher Fraud Friday: May I Please Go to Daily Mass? When you need a federal judge’s permission to attend Daily Mass and take a walk with your son, you know your life’s journey is on a rocky path. The high-profile PPP fraudster, Blueacorn founder Stephanie Hockridge, who bilked the…
Read MoreMovers & Shakers: Brian Carlson, Chris Tomlinson & Stephanie Castro
October 8, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Brian Carlson, Chris Tomlinson & Stephanie Castro Brian Carlson Named President and CEO of Mission Valley Bank “The Board approached succession as a long-term responsibility to Mission Valley Bank, its employees, customers and shareholders,” states John Parker, Chairman of the Board. “Brian brings prior CEO…
Read MoreA Coleman Conversation: Rose Fletcher
October 7, 2026 Bob ColemanFounder & Publisher A Coleman Conversation: Rose Fletcher In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Rose Fletcher of Coastal States Bank to reflect on her more than three decades in SBA lending and the relationships, hard work and calculated risks that shaped her career. Rose…
Read MoreSBA Hot Topic Tuesday: SBA Moves Secondary Market Sales to New Guaranty Sale Platform
October 6, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: SBA Moves Secondary Market Sales to New Guaranty Sale Platform New System Became Mandatory October 1 and Moves the Sale Into One Electronic Workflow SBA made its new Guaranty Sale platform mandatory October 1, ending the previous process for SBA secondary market loan sales.…
Read MoreMain Street Monday: Small Business Investment Plans Trail Last Year
October 5, 2026 Bob ColemanFounder & Publisher Main Street Monday: Small Business Investment Plans Trail Last Year 38% of small businesses plan to increase investment over the next year, down from 47% a year ago, according to the third-quarter Justworks/U.S. Chamber of Commerce Small Business Index. Investment intentions were unchanged from the previous quarter, even…
Read MoreFraud Friday: Hector Barreto’s Journey After Fraud and Prison
October 2, 2026 Bob ColemanFounder & Publisher Fraud Friday: Hector Barreto’s Journey After Fraud and Prison Feds End Former SBA Administrator’s Probation Early One of the more unsavory images in the government’s sentencing memorandum showed 14 Kansas City Chiefs tickets spread across a keyboard. The accompanying text read, “Got your 14 tickets. Go Chiefs.” Wells…
Read MoreMovers & Shakers: Anna Delic, Abigail Cousin & Matt Collins
October 1, 2026 Bob ColemanFounder & Publisher Movers & Shakers: Anna Delic, Abigail Cousin & Matt Collins Anna Delic Promoted to VP, SBA & GGL Relationship Manager at Fifth Third Bank Anna Delic has been promoted to Vice President, SBA & Government Guaranteed Lending Relationship Manager at Fifth Third Bank. Delic has been with Fifth…
Read MoreSBA Hot Topic Tuesday: SBLC Default Rate 53% Higher Than Other SBA Lenders says OIG
September 29, 2026 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: SBLC Default Rate 53% Higher Than Other SBA Lenders says OIG OIG Finds Higher Defaults; SBA Says One Large Lender Distorted the Results SBA’s Office of Inspector General found that nearly 15% of SBLC loans approved and disbursed from FY2016 through FY2023 had defaulted,…
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