Webinars

Avoiding Costly Mistakes on Delinquent SBA 7(a) Loans Coleman Professional Webinar TrainingDate: Wednesday, June 17, 2026Time: 2:00 p.m. EasternIncludes 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. Treasury.…

How banks are reevaluating SBA LSP agreements, vendor management, and banking examiner expectations following recent Fed criticism   Coleman Professional Webinar TrainingDate: Tuesday, June 16, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording The SBA lender’s relationship with its Loan Service Provider is entering a new phase of scrutiny. The closure of Community Bank & Trust has…

Leveraging AI to Transform Tax Returns, Financial Statements, Cash Flow Analysis, and Credit Ratios Into SBA-Compliant Underwriter Credit Memos Coleman Professional Webinar TrainingDate: Thursday, June 4, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender has a process for writing credit memoranda. The challenge is not producing more analysis. The challenge is to organize…

Exclusive 2026 compensation benchmarks for SBA underwriting, sales, operations, servicing, and management  Coleman Professional Webinar TrainingDate: Tuesday, June 2, 2026 Time: 2:00 p.m. Eastern Includes Coleman’s 2026 Compensation Survey Includes e-certification & recording For more than 25 years, Coleman Report has tracked how SBA lenders structure compensation across underwriting, business development, operations, servicing, and management. The…

What SBA lenders expect from brokers and how the best brokers consistently deliver bankable loan opportunities.  Coleman Professional Webinar Training Date: Thursday, May 28, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Behind every successful SBA loan closing is a working relationship between the loan broker and the lender. But what separates productive partnerships from frustrating…

How to use SBA’s public database for portfolio performance and competitive intelligence across the SBA industry. Coleman Professional Webinar Training Date: Tuesday, May 19, 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…

How SBA underwriters use Copilot to identify recurring debt obligations, MCA activity, and cash flow risk Coleman Professional Webinar TrainingDate: Wednesday, May 27Time: 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…

Practical Underwriting Lessons on the Issues, Red Flags, and Structuring Decisions Credit Teams Must Evaluate Before Approving SBA Biz Aq Loan A Coleman Training WebinarDate: Thursday, May 21, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Business acquisition lending remains one of the most active and closely reviewed segments of the SBA 7(a) program. In…

An advanced SBA lending webinar on documenting LSP fees, broker referral fees, and packaging fees up to $30,000 A Coleman Training WebinarDate: Wednesday, May 20, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording The SBA has materially changed how referral fees, packaging fees, loan agent compensation, and lender certifications are reviewed and documented. Most lenders…

Pro-Tips to Know for Fast Approval and Payment A Coleman Webinar Date: Wednesday, June 10, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording 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 75-minute training, Lance Sexton shows you exactly how to…