Using Copilot AI to Analyze Bank Statements for SBA 7(a) Loans — 4/30

How Underwriters Can Validate Repayment Ability Under SBA’s New Two-Month Bank Statement Requirement A Coleman Training Webinar Date: Thursday, April 30Time: 2:00 p.m. EasternRecording and e-certification provided. The SBA Now Requires Underwriters to Confirm Repayment Ability Using Bank Statements The SBA’s recent guidance for small 7(a) loans under $350,000 requires lenders to obtain and analyze…

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Structure SBA 7(a) Loans for Maximum Secondary Market Premium and Gain-on-Sale Income — 3/25

A Coleman Webinar Date: Wednesday, March 25, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording Selling the guaranteed portion of SBA 7(a) loans generates significant non-interest income for lenders, but secondary market investors are increasingly sensitive to loan structure. Interest rate type, base rates, spread, reset frequency, maturity, and loan size directly affect pricing. …

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The Next SBA Loan Audit Risk: Undocumented Debt and Unsupported Working Capital — 3/17

A Coleman Training Webinar Date: Tuesday, March 17, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Effective March 1, SBA introduced new documentation requirements that change how lenders must verify borrower debt obligations and working capital needs. Lenders must now obtain the two most recent months of commercial bank statements for the borrower’s primary operating account…

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Top 10 Loan Closing Mistakes Jeopardizing the SBA Guaranty — 4/7

A Coleman Webinar Date: Tuesday, April 7, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Loan closings are where SBA loans either cross the finish line cleanly or fall into costly SBA guaranty repair and denial traps. Join us for a presentation by Lance Sexton. With more than 30 years of experience in SBA origination,…

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Unlocking 2026: Will Lower Rates Reignite CRE? — 3/10

With lower rates and more banks lending on CRE, transaction volume on both property sales and new origination are poised to rebound in 2026. Even the moribund office market is showing green sprouts. While challenges continue to rise, the economy continues to remain resilient with 4.5% GDP growth in the last quarter. Tariff uncertainty has…

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Coleman Report Live! Upcoming Call

Coleman Report Live! Tuesday, February 10, 2026 Noon Eastern; 30 Minutes AGENDA Coleman Report Live! is an exclusive monthly call for SBA lenders that tackles the key issues shaping the industry right now—from policy updates and market trends to lending strategies and emerging challenges. Hosted by Bob Coleman, each session delivers timely insights, practical takeaways,…

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Banks Unleashed: The New Era of Growth, M&A, and Regulatory Reset — 2/10

After a full year of nominations, policy changes, and executive orders, the Trump Administration has dramatically reset the regulatory landscape for banks. Banks are enjoying strong earnings, increasing margins, and lower compliance costs. A new M&A boom is underway and regulatory approval timelines have been slashed in half. Bank stocks are outperforming the broader market.…

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Avoid the Top Ten Equity Injection Mistakes That Put Your SBA Guaranty at Risk — 2/18

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, Feburary 18, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Equity injection documentation continues to be one of the most heavily scrutinized areas in…

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