The SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18

.. A Coleman Training WebinarDate: Thursday, December 18, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and that…

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Construction Loan Closing Documentation and Draw Administration: Meeting the SOP Requirements with Perfection — 12/11

.. A Coleman Training WebinarDate: Thursday, December 11, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Closing a construction loan is one of the most complex—and high-stakes—transactions in SBA lending. Even minor documentation errors can delay funding, cause upstream and downstream disruptions, or result in costly post-closing corrections. This focused training equips SBA lenders, closing specialists,…

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AI for SBA 7(a) Credit Memos: How to Turn Numbers into Narrative — 11/19

.. A Coleman Training WebinarDate: Wednesday, November 19, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Artificial intelligence is transforming how lenders analyze and present borrower financials. What once took hours of manual work can now be completed in minutes — without sacrificing accuracy, compliance, or insight. Coleman Report presents a new live webinar: AI for…

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SBA Loan Insurance Compliance Under SOP 5010 8: The Top 15 Requirements for Underwriters and Closers — 11/21

A Coleman Training Webinar Date: Friday, November 21, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA SOP 5010 8 introduced significant changes to insurance requirements for both 7(a) and 504 loans, placing heightened emphasis on lender compliance. A single oversight—such as a missing hazard, flood, or life insurance policy, or incomplete documentation in the credit…

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104 Items Underwriters “Must” Include in the SBA 7(a) Credit Memo, For Loans Over $350K According to the SOP 5010 8 — 11/25

The SBA Chief Lending Officer Perspective .. A Coleman Training WebinarDate: Tuesday, November 25, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording The new SOP 50 10 8 doesn’t make suggestions — it gives mandates. “Do what you do” has been replaced with “What you must do”. Between pages 130 and 143 addressing SBA 7(a) underwriting…

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