How to Underwrite the SBA Business Acquisition Loan — 2/12

Are you Maximizing Lending in this Profitable Niche? A Coleman WebinarDate: Wednesday, February 12 @ 2PM ESTa 75-minute live webinar that lets staff earn e-certification Ten Thousand Baby Boomers retire every day. And they own 40% of United States Small Businesses. Comprising 24% of SBA loan dollars and 12% of the number of SBA loans,…

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Protect Your SBA PLP License — 3/10

Ten Compliance Checklist Items to Implement in 2025 Attend the Live Webinar Event Monday, March 10, 20252:00 PM Eastern75-minute training with e-certification With recent Congressional pressure and legislation, SBA has evolved into a regulatory agency. It now has the power to discipline, fine, and disbar lenders from its programs. The stakes are raised even higher…

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Writing the SBA 7(a) Credit Memo for Loans Less than $50k — 4/16

Managing Your SBA Small Loan Programs A Coleman WebinarDate: Wednesday, April 16, 2025 Time: 2:00 p.m. EasternIncludes e-certification & recording SBA 7(a) loans under $50,000 account for 29% of all loans by number and 2% by loan volume. The SBA continues to encourage lenders to make loans under $50,000 by offering incentives such as higher…

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SBA 7(a) Loan Sold to the Secondary Market Turns 31 Days Delinquent? — 1/22

Immediate Actions Needed to Protect the SBA Loan Guaranty A Coleman WebinarDate: Wednesday, January 22, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Servicing an SBA 7(a) loan that has been sold to the secondary market is completely different from servicing a loan held in portfolio. Some rules are the same regarding the actions…

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Underwriting the SBA 7(a) and 504 Franchise Loan – 12/11

A Best Practice SBA Lending Guide Post-Franchise DirectoryWebinar Registration Includes Coleman’s “SBA Franchise Eligibility Cheat Sheet” —a go-to reference tool for evaluating borrower franchise agreements and the FDD. A Coleman WebinarDate: Wednesday, December 11, 2024Time: 2:00 p.m. EasternIncludes e-certification & recording Last year’s SBA rule change eliminated the need for lenders to consider control issues…

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Coleman’s 2025 SBA Loan Credit Policy Workshop – Third Session TBA

Construct Your Unique, Compliant SBA Loan Credit Policy Now!Attend Four Monthly Hourly Zoom MeetingsFor SBA 7(a) and 504 Lenders and CDCs – August 2024 –– September 2024 –– TBA –– TBA –(Each session is recorded for alternative viewing) Immediate Action Required: SBA regulations demand the development of a distinct credit policy tailored specifically for your…

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Calculating Cash Flow the SBA Way in 2025 — 3/26

Meeting SBA’s likely ability to repay(*) standardFor Credit Memos Over $500,000 A Coleman Webinar for SBA Loan Underwriters! A Coleman Training WebinarDate: Wednesday, March 26, 2025Time: 2:00 p.m. EasternDownload a Registration FormA 75-Minute Training Class That Lets Staff Earn E-Certification With Prime Rate at 25-year highs, calculating cash of your SBA loan borrower is a…

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Coleman’s Certified SBA Loan Training 2025

Coleman’s Certified SBA 7(a) Advanced Loan Closer Training II Coleman’s Certified SBA 7(a) Loan Closer Training Taught by Lance Sexton– 8-week recommended course format (view syllabus here)– NEW: Monthly Loan Closing Zoom Call– Trusted by over 400 SBA 7(a) Loan Closers– Recognize potential problem loans– Speed up your closings– Reduce repair charges– Reduce risk– Elimination…

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