Webinars
Your SBA Borrower Isn’t Providing Financial Statements or Tax Returns: 10 Actions SBA Lenders Should Take Today — Wed, June 24
Coleman Professional Webinar Training Date: Wednesday, June 24, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording The problem for the SBA lender is that SOP 5057 requires; Lenders should monitor the Borrower’s creditworthiness, i.e., financial and operational condition, through the use of tools such as periodic submission of financial statements, contact with the Borrower via phone…
Read MoreSBA 7(a) Debt Refinancing Rules — Wed, July 1
How Experienced SBA Lenders Structure, Document, and Execute Refinance Transactions Under the Current SOP A Coleman Professional Training WebinarDate: Wednesday, July 1, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Debt refinancing remains one of the most structured areas of SBA 7(a) lending. The current SOP introduced changes last year that affect how…
Read MoreAdvanced Construction Training: Mastering Multi-Disbursement Construction Loan Funding with Best Practices — Tues, June 23
A Coleman Professional Training Webinar Date: Tuesday, June 23, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording … Large and small construction projects can be one of the most stressful responsibilities of portfolio management. Each project, general contractor, and draw is different. Also, the entire project is affected by each subsequent draw. In construction, one phase…
Read MoreUnderwriting SBA 7(a) Small Loans Under SBA’s New Rules — Thurs, June 18
What lenders need to know about prudent credit analysis, verification of two months of borrower checking account statements, and lender identification of MCA debt on loans under $350,000. Coleman Professional Webinar Training Date: Thursday, June 18, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording SBA small loan underwriting continues to evolve. For loans under $350,000, lenders…
Read MoreSBA 7(a) Loans 30 Days Past Due: Critical Servicing Actions Every Lender Must Take — Wed, June 17
Avoiding Costly Mistakes on Delinquent SBA 7(a) Loans Coleman Professional Webinar TrainingDate: Wednesday, June 17, 2026Time: 2:00 p.m. Eastern Includes e-certification & recording One of the reasons the SBA increased 7(a) guaranty fees last year was the rise in delinquencies and charge-offs that ultimately result in guaranty purchases and increased cash outflows from the U.S.…
Read MoreWhat Recent Regulatory Actions Mean for SBA LSP Relationships — Tues, June 16
Coleman Professional Webinar TrainingDate: Tuesday, June 16, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Recent regulatory actions have increased scrutiny of third-party relationships across the banking industry, including SBA Loan Service Provider (LSP) arrangements. For SBA lenders, the message is clear: regulators expect robust governance, effective oversight, comprehensive risk management, and clear accountability for…
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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