Webinars
The Next SBA Loan Audit Risk: Undocumented Debt and Unsupported Working Capital — 7/23
A Coleman Professional Training Webinar Date: Thursday, July 23, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Effective March 1, SBA introduced documentation requirements that change how lenders must verify borrower debt obligations and working capital needs. Lenders must now obtain the two most recent months of commercial bank statements for the borrower’s…
Read MoreThe Top 10 SBA Closing Issues That Impact Guaranty Purchase — 7/21
Coleman Professional Webinar Training Date: Tuesday, July 21, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Join Lance Sexton for a practical discussion of the closing issues that continue to surface during SBA guaranty purchase reviews. Lance brings more than 30 years of SBA lending experience spanning origination, servicing, liquidation, and portfolio management. He previously served…
Read MoreHow SBA Lenders Are Structuring LSP Agreements Under SOP 50 10 8 — Wed, July 15
Coleman Professional Webinar Training Date: Wednesday, July 15, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Most SBA lenders work with Lender Service Providers. Fewer have revisited whether their agreements fully reflect the responsibilities, oversight requirements, and documentation standards outlined in SBA’s June 1, 2025 SOP 50 10 8. The revised SOP places increased emphasis…
Read MoreUnderwriting the SBA Construction Loan — Tues, July 14
Evaluating Construction Risk, Contractor Strength, and Project Feasibility Under SOP 50 10 8 A Coleman Professional Training Webinar Date: Tuesday, July 14, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Construction lending remains one of the most complex transactions in SBA lending. Whether financing ground-up construction, major renovations, tenant improvements, or leasehold improvements,…
Read MoreEquity Injection Documentation: The 13 Mistakes That Put Your SBA Guaranty at Risk — Thurs, July 9
Coleman Professional Webinar Training Date: Thursday, July 9, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection is one of the most heavily scrutinized elements of an SBA loan file. Most lenders have established procedures for documenting borrower equity injections. The challenge is ensuring that those procedures consistently satisfy SBA requirements across varying transaction structures,…
Read MoreWhat Every SBA Underwriter Should Know About the Franchise FDD — Wed, July 8
Evaluating Franchise Risk Through the FDD A Coleman Professional Training WebinarDate: Wednesday, July 8, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Michael Bland and Bob Coleman share a practical framework for reviewing Franchise Disclosure Documents and evaluating franchise credit risk under SOP 50 10 8. Every SBA lender knows the first step…
Read MoreFor the First Time, SBA Reveals Delinquencies, Guaranty Purchases, and Liquidations at the Individual 7(a) Loan Level — Thurs, July 16
How to use SBA’s public database for portfolio performance and competitive intelligence across the SBA industry. Coleman Professional Webinar Training Date: Thursday, July 16, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording For years, public SBA loan data primarily showed approvals and production volume. As of March 31, 2026, the SBA now publicly discloses loan status…
Read MoreUsing AI Copilot to Analyze Two Months of Borrower Bank Statements — Tues, July 7
How SBA underwriters use Copilot to identify recurring debt obligations, MCA activity, and cash flow risk Coleman Professional Webinar TrainingDate: Tuesday, July 7Time: 2:00 p.m. EasternRecording and e-certification provided SBA has instructed lenders that, as of March 1, underwriters must now verify repayment ability using actual bank activity. That means underwriters are reviewing two months…
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