Uncategorized | Coleman Report

Coleman 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…

SOP 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…

SBA 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…

SOP 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…

Banking 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…

All 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…

Data Mining Using Public SBA Data to Increase Loan Volume — 4/9

Increase Your SBA Loan Volume with Free Leads from SBA’s Loan Database A Coleman WebinarDate: Wednesday, April 9, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording Want to increase your SBA 7(a) and 504 loan numbers in 2025? Bob Coleman will show you how to use SBA’s online public database to identify pre-qualified leads that can…

Structuring SBA 7(a) BDO Compensation in 2025 — 4/2

Arriving at a Fair Number That Satisfies the Lender, BDO, SBA, Regulators and Shareholders A Coleman WebinarDate: Wednesday, April 2, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording This year’s Coleman 2025 SBA 7(a) Business Development Officer compensation survey reviewed over 100 compensation packages and found no two alike. Compensation for BDOs typically relies on either…

Do You Agree with SBA Administrator Loeffler that SBA Employees Should Return to Work?

Yes, SBA Employees Need to be in the Office 100% i think in today’s work environment, there needs to be some type of hybrid work environment as it is more efficient when you are able to save several hours daily in commute, getting ready, etc. but if the job is not being done, then the…

Guaranty Denial Traps in Refinancing Debt with the SBA 7(a) Loan — 2/26

And the New SBA 504 Refinancing Rules A 75-minute training with e-certification & recording for all attendees Attend the Live Coleman Webinar EventWednesday, March 5, 20252:00 PM Eastern SBA loan closer failure to collect all borrower underlying debt refinance paperwork risks annulment of your SBA 7(a) loan guaranty. One lender lost $850,000 in an SBA…