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Coleman BDO Summit — 3/13-3/14
March 13-14, 2025 at the Grand Bohemian Hotel Orlando All past winners are invited to attend at no cost. If you are not a past winner and would like to attend, please email your 2024 numbers to anna@colemanreport.com to apply. Our sponsorship committee will review your email and send an invitation if approved. Tentative Agenda…
Read MoreColeman Report Weekly Newsletter
Coleman Report Weekly Newsletter — SBA Executive Industry Newsletter Delivered Weekly The Coleman Report weekly newsletter is an essential resource for executives in the SBA lending industry. The newsletter is designed to help you stay ahead of industry developments with clear, actionable insights and in-depth analysis. Whether you’re managing risk, refining your processes, or strategizing…
Read MoreUnderwriting SBA 7(a) & 504 Franchise Loans Certified Online Training
Certified Online Training1 Hour of Content Split Into 6 ModulesLed by Lance Sexton A Best Practice SBA Lending Guide Post-Franchise Directory Last year’s SBA rule change eliminated the need for lenders to consider control issues when determining affiliates of small business applicants. As part of this change, the SBA no longer publishes the Franchise Directory,…
Read MoreSBA Loan Construction Tariff, Labor Pool Risk Management, & the New SOP 5010 8 — 5/20
A 2025 SBA Underwriting, Closing, and Servicing Update Incorporating Recent Industry Updates A Coleman Webinar with PartnerESIDate: Tuesday, May 20, 2025Time: 2:00 p.m. Eastern Includes e-certification & recording You know the headlines. This webinar will help you place everything into context to minimize your risk in SBA 7(a) and 504 loan construction lending. Following up…
Read MoreSpotting & Reporting Borrower Fraud Certified Online Training
Certified Online Training1 Hour of Content Split Into 6 ModulesLed by Lance Sexton SBA Lender Loan Fraud Reporting Obligations SBA use of the word “must” is a requirement. Not a suggestion. Says SBA in SOP 5057 3 , “All SBA officials, Lenders, Borrowers contractors and others must report any known or suspected irregularities involving SBA…
Read MoreNavigating CRE in ‘25: Seizing Opportunities While Dodging Risks – 12/17
Register for our free webinar on Tuesday, December 17, 2024, at 1:00 PM EST HERE! With the Fed cutting rates and a decisive election, commercial real estate has some wind at its back, although stress in many sectors remain, as “higher for longer” becomes axiomatic due to stubbornly high long-term rates. Will the New Year…
Read MoreSBA’s SOP: Master the 2025 7(a) and 504 Loan Program Changes – 12/18
Effective Immediately! A Coleman WebinarDate: Wednesday, December 18, 2024Time: 2:00 p.m. EasternIncludes e-certification & recording A new 14-page procedural notice from the SBA, effective December 6th, introduces several changes to SBA’s underwriting SOP 5010 7.1, as well as the servicing and liquidation of 7(a) and 504 loans. This end-of-year notice contains important policy clarifications for…
Read MoreColeman Onsite SBA Loan Credit Policy Workshop
Construct Your Unique, Compliant SBA Loan Credit Policy Now!One-Day Event in March 2025 For SBA 7(a) and 504 Lenders and CDCs March 2025Location TBD Early Bird $1295 (paid by 1/29/24)Regular Registration $1395At the Door Registration (2/?/25) $1495 Join Coleman’s Award-Winning SBA National Training Team in February 2025! Are you ready to strengthen your SBA loan…
Read MoreMastering SBA Fee Collection Certified Online Training
Certified Online Training1 Hour of Content Split Into 5 ModulesLed by Lance Sexton Strike the balance between leaving money on the table but being fair to your borrower. What the SBA SOP Allows you to Collect; Documentation Loan Packaging and Closing Fees Tips In today’s competitive lending landscape, prudently maximizing your revenue streams is crucial.…
Read MoreSBA Collateral Insurance Coverage: New Updates for 2025 — 3/19
Cancellation Strategies — Force Place or Waive?Analysis Required in the Credit Memo Servicing Action Documentation Required for the File A Coleman WebinarDate: Wednesday, March 19, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording One of the topics at a recent NAGGL conference was how SBA lenders must react to a recent movement by the insurance industry…
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