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AI 101: Transforming SBA 7(a) Credit Underwriting Memos – A Four-Week Workshop in July
Tuesdays @ 2PM Eastern Throughout July — Registration Includes All 4 Sessions! $395 per person or $995 for unlimited site license Tuesday, July 1; Tuesday, July 8; Tuesday, July 15; Tuesday, July 22Each session is recorded for you to view at your convenience. Overview: Discover the power of AI in this beginner-friendly workshop tailored for…
Read MoreUnderwriting Excellence: SBA 7(a) Working Capital and Collateral Documentation — 7/2
A Coleman WebinarDate: Wednesday, July 2, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. With the implementation of SOP 5010 8 on June 1, lending practices for SBA 7(a) loans have undergone significant changes, particularly in documenting working capital proceeds and collateral requirements. Notably, the elimination of “score and go” practices has occurred, where lenders…
Read MoreNavigate the New SBA Business Acquisition Rules with Confidence — 6/18
Are you Maximizing Lending in this Profitable Niche? A Coleman Webinar Date: Wednesday, June 18 @ 2PM ETa 75-minute live webinar that lets staff earn e-certification Change is here. Starting June 1, the new SBA SOP 5010 8 guidelines will transform the business acquisition lending landscape. With billions in SBA loan funds tied to these…
Read MoreMaster the New SBA Universal Purchase Package from an Expert — 6/25
Navigating Version 3 of the SBA Universal Purchase Package A Coleman Webinar Date: Wednesday, June 25, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. SBA has introduced Version 3 of the Universal Purchase Package effective May 1, 2025. This update streamlines the process for lenders to request SBA to honor its guaranty on all 7(a) loan…
Read MoreColeman Community Advantage Lenders Council
Membership for Your Team Includes Monthly Teams Virtual Meeting & Community Advantage Lenders Report Joining the Coleman Community Advantage Lenders Council gives your whole team direct, unlimited access to a trusted network of peers, policymakers, and SBA lending experts who are shaping the future of Community Advantage and SBLC programs. As a member, you’ll participate…
Read MoreSOP 5010 8 SBA Underwriting After Elimination of the “Do What You Do” Rule — 6/5
SBA SOP 5010 8 Webinar for Your Whole Staff at One Low Fee — SBA Underwriting After Elimination of the “Do What You Do” Rule A Coleman WebinarDate: Thursday, June 5, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. This Just In: SBA’s new SOP 5010 8 reimposes lender underwriting guardrails and promises a return…
Read MoreSBA 7(a) Small Loans and the New SOP 5010 8 — 5/14
A Comprehensive Review: Writing the Credit Memo for Loans Less than $350k and $50k A Coleman WebinarDate: Wednesday, May 14, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording The new SBA SOP 5010 8 has redefined the Administration’s version of its small loan program. Reduced to $350,000, there are special rules lenders may utilize for…
Read MoreSOP 5010 8 SBA Underwriting After Elimination of the “Do What You Do” Rule — 5/22
SBA SOP 5010 8 Webinar for Your Whole Staff at One Low Fee — SBA Underwriting After Elimination of the “Do What You Do” Rule A Coleman WebinarDate: Thursday, May 22, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording ….. This Just In: SBA’s new SOP 5010 8 reimposes lender underwriting guardrails and promises a…
Read MoreBanking in the Crossfire: Earnings, Regulation & the Trade War Shake-Up — 4/22
After a euphoric honeymoon with the industry, bankers are reacting to a highly fluid and disruptive environment. A boom in bank stocks has turned into a correction as the Trump Administration pursues a high-risk strategy in reconfiguring global trade. Bankers are on high alert and adjusting to the market turmoil. Join our team of experts…
Read MoreAll SBA New Loan Closing Requirements Since January 20th — 4/23
A Coleman WebinarDate: Wednesday, April 23, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording ….. NEW: Includes an Addendum Checklist that incorporates all SOP procedural notices changes! The flurry of SOP procedural notices changing SBA’s 7(a) Loan program affects the SBA 7(a) loan closer more than any other position. This Coleman webinar will address all changes…
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