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Underwriting SBA 7(a) Small Loans After SBSS, PLUS Extensive Coverage of SBA’s February 20 Notice and the New 2-Month Bank Statement Safe Harbor — 2/24
A Coleman Training WebinarDate: Tuesday, February 24Time: 2:00 p.m. Eastern Recording and e-certification provided. Webinar content has been changed to incorporate the February 20 Procedural Notice 5000-876777. The biggest change? New and expanded guidance on how lenders must analyze two months of commercial bank statements — and a new underwriting safe harbor. In this live training,…
Read MoreNew SOP 50 57 4: SBA Mandatory Deadlines and Expanded Guaranty Repair and Denial Guidance — 2/11
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, February 11, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording SBA lenders are facing a wave of new compliance challenges with SOP 50 57 4,…
Read MoreUnderwriting & Closing SBA Business Acquisition Loans: From Credit Decision Through Final Disbursement — 2/4
A Coleman Training WebinarDate: Wednesday, February 4, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars (over $9 billion) were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40%…
Read MoreThe NASLB SBA Loan Broker/SBA Lender Summit — Event Recap
The NASLB SBA Loan Broker / SBA Lender Summit, held April 21, 2026, in Las Vegas, marked the debut of a national event focused exclusively on SBA loan brokers and the lenders who work with them. Hosted at the Blind Center of Nevada and produced by The Coleman Report, the one-day summit brought together brokers…
Read MoreTop 10 SBA 7(a) Loan Closing Mistakes Closers Make, And How to Avoid Them — 1/15
.. A Coleman Training Webinar Date: Thursday, January 15, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Are your SBA 7(a) closings getting delayed, repaired, or worse, stripped of the guaranty after funding? Every year lenders lose real money and credibility because basic closing errors are discovered too late, often during SBA review or liquidation. These…
Read More2026 Annual SBA Loan Portfolio Servicing Actions: SBA 7(a), 504 and PPP Loans — Webinar 1/22
.. A Coleman Training Webinar Date: Thursday, January 22, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Protect Your SBA Guaranties and Strengthen Your Portfolio in 2026 Now is the time for your annual assessment of your SBA loan portfolio to protect your institution’s loan guarantees while providing thoughtful, compliant solutions that help your borrowers manage…
Read MoreUsing Microsoft Copilot for SBA 7(a) Credit Memos: How to Turn Numbers into Narrative — 1/29
A Coleman Training Webinar Date: Thursday, January 29, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Both live Webinar sessions will contain the same content. You may use one unlimited site license registration fee for underwriters to attend either, or both sessions. Overview Microsoft Copilot and AI tools are transforming how SBA lenders analyze and present…
Read MoreOLD UNDERWRITING TRAINING COPY
Coleman Certified SBA 7(a) Loan Underwriter Training Download Registration Form HEREOr Register Online through QuickBooks An All New Updated Online Training course! Bob Coleman continues his award-winning instruction for 2024. A 12 week online video program your staff can complete on their own schedules PLUS! receive professional certification. 12-WEEK COURSE FORMAT: VIDEO: Approximately 60-75…
Read MoreThe SBA Lender and its LSP: What SBA and OCC Examiners Expect in 2026 from Your LSP Third-Party Vendor Relationship — 12/18
.. A Coleman Training WebinarDate: Thursday, December 18, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording Lender Service Provider oversight is no longer a routine file check—it’s a regulatory priority. Under SOP 50 10 8 (effective June 1, 2025), SBA emphasizes that “SBA reserves the right to audit compliance with any SBA-reviewed LSP agreement” and…
Read MoreConstruction Loan Closing Documentation and Draw Administration: Meeting the SOP Requirements with Perfection — 1/7
.. A Coleman Training Webinar Date: Wednesday, January 7, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Closing a construction loan is one of the most complex—and high-stakes—transactions in SBA lending. Even minor documentation errors can delay funding, cause upstream and downstream disruptions, or result in costly post-closing corrections. This focused training equips SBA lenders, closing…
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