Webinars | Coleman Report

10 Tips to Streamline the SBA Credit Memo for Loans $350,000 and Under — 10/14

Simplify compliance, avoid costly mistakes, and speed up approvals on small loans under SOP 50 10 8. .. A Coleman Training WebinarDate: Tuesday, October 14, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording For many SBA lenders, the credit memo remains one of the most time-consuming and frustrating parts of the loan process. Even small loans…

SBA Leadership: Lender Servicing & Portfolio Strategy with New SOP 5057 4 — 10/30

Executive team insights, metrics, and controls needed to oversee your 7(a) loan portfolio under the new SBA servicing and liquidation SOP — including managing difficult servicing and liquidation issues that could jeopardize the guaranty A Coleman Training WebinarDate: Thursday, October 30, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording When SOP 5057 4 takes effect on…

New SOP 50 57 4 Effective November 1: SBA Mandatory Deadlines and Expanded Guaranty Repair and Denial Guidance — 10/8

What every SBA lender must know events that trigger the 24-month liquidation clock, 30-day Wrap-Up Report rule, and the expanded list of guaranty repair triggers .. A Coleman Training WebinarDate: Wednesday, October 8, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA lenders are facing a wave of new compliance challenges with SOP 50 57 4,…

Spotting Borrower Fraud and Reporting to SBA’s OIG, as Required by Law — 10/9

SBA Lender Loan Fraud Reporting Obligations .. A Coleman Training WebinarDate: Thursday, October 9, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Zero-Tolerance Fraud Policy Begins Now SBA has made fraud prevention a top priority for 2025 under the new administration. Fraud enforcement is now front and center, and lenders are expected to take swift and…

Avoid the Top Ten Equity Injection Mistakes That Put Your SBA Guaranty at Risk — 10/22

Practical training with former SBA Deputy Director Lance Sexton on how seasoned loan closers document equity injections to achieve 100% audit compliance under SOP 5010 8. .. A Coleman Training WebinarDate: Wednesday, October 22, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection documentation continues to be one of the most heavily scrutinized areas in…