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SBA Leadership: Lender Servicing & Portfolio Strategy with New SOP 5057 4 — 11/6
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, November 6, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording When SOP 5057 4 takes effect…
Read MoreNew SOP 50 57 4 Effective November 1: SBA Mandatory Deadlines and Expanded Guaranty Repair and Denial Guidance — 11/12
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, November 12, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording SBA lenders are facing a wave of new compliance challenges with SOP 50 57 4,…
Read MoreColeman’s 721110 Report — SBA Motel & Hotel Lending
About Coleman’s 721110 Report Coleman’s 721110 Report is the premier online resource devoted excl… Subscribers, please login New subscription order page Username or E-mail Password * Remember Me Forgot Password
Read MoreSpotting 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…
Read MoreAvoid 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…
Read MoreColeman’s 15th Annual SBA Hospitality 7(a) & 504 Financing Webinar — 9/16
Featuring the Anticipated $10 Million SBA Loan Cap Increase, 2025 Policy Updates, & Underwriting Addendum Checklist .. A Coleman Training WebinarDate: Tuesday, September 16, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Hospitality continues to be one of the busiest sectors for SBA financing. Hotels, limited service properties, extended stay, and boutique concepts remain in high…
Read MoreLeverage AI Tools to Craft SBA Loan Credit Memos Workshop — Oakland, CA on November 18
A Coleman Workshop Live in Oakland, CaliforniaDate: Tuesday, November 18, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) and 504 loan credit memo preparation. Event Details Workshop…
Read MoreWhat Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9
Get insider knowledge from an SBA lender turned broker! A Coleman Webinar Date: Tuesday, September 9, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes,…
Read MoreLeverage ChatGPT & Microsoft Co-Pilot to Craft SBA 7(a) Credit Memos — Workshop in Ontario, CA on 9/25
A Coleman Workshop Live in Ontario, CaliforniaDate: Thursday, September 25, 2025Includes e-certification & recording . This is not a webinar. This is a true Coleman Workshop—an interactive, hands-on training event where your team will engage directly with Bob Coleman to master AI tools that revolutionize SBA 7(a) credit memo preparation. Event Details Workshop Highlights Pre-Workshop Networking…
Read MoreMid-Year Banking Briefing: Policy Shifts, Market Resilience & What’s Ahead — 8/5
While the new Trump Administration has lightened the regulatory burden for banks, a banking reset has not yet emerged. Exams and enforcement are still tough, and banks are still grappling with uncertainty over tariffs, interest rates, and the priorities of new Agency leadership. Nevertheless, bank stocks have outpaced the S&P in 2025 so far by…
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