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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…
Read MoreCalculating 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…
Read MoreColeman’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…
Read MoreLegal Loan Broker Fees: SBA Form 159 Mandatory Disclosures — 3/5
Loan Broker Fees Charged to the BorrowerLoan Broker Fees Paid by the Lender Attend the Live Webinar EventWednesday, March 5, 20252:00 PM Eastern75-minute training with e-certification Are you confident SBA loan broker fees and compliance disclosures can withstand scrutiny? Ensuring full compliance with SBA’s rules around loan fees and disclosures for loan brokers and agents…
Read MoreDocumenting Equity Injection with SOP 5010 8: Learn the New Requirements & Avoid Common Pitfalls — 6/4
✅ New & updated for SOP 5010 8: How to document your borrower’s equity injections perfectly and correctly every time — including the latest SBA requirements for start-ups and ownership changes Attend the Live Webinar EventWednesday, June 4, 2025 @ 2:00 PM Eastern75-minute training with e-certification Do your people make any of the most common…
Read MoreColeman Report Live! February 12, 2024 — Main Street Monday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Contributor, Fountainhead CC
Read MoreColeman Report Live! February 5, 2024 — Main Street Monday @ 1pm EST
Join on MS Teams Watch on YouTube Host: Bob Coleman, Owner/Editor, Coleman ReportCo-Host: Lance Sexton, Contributor, Fountainhead CCGuest: John Reosti, Reporter, American Banker
Read MoreCorrectly Preparing SBA’s Universal Guaranty Purchase Package — 2/5
SBA’s Universal Purchase Package for SBA 7(a) Loans, SBA 7(a) Small Loans Less than $500k, and SBAExpress Attend the Live Webinar EventWednesday, February 5, 20252:00 PM Eastern75-minute training with e-certification Lenders must be correct and precise in their completion of SBA’s new SBA 7(a) guaranty purchase request — to receive payment and not a guaranty…
Read MoreFormer SBA Administrator Hector Barreto Sentenced to 20 Months in Prison for Embezzlement Fraud
January 12, 2024 Delaney SextonContributing Editor Fraud Friday – Former SBA Administrator Barreto Sentenced to 20 Months in Prison For Embezzlement Fraud of Underprivileged Youth Programs “You all were rising stars in your respective communities – and it’s a sad day,” Judge Pullman tells Hector Barreto and his co-defendant. Calling them “poster children for all…
Read MoreAre You Ready for your 2024 SBA Loan Audit? — Webinar Wed., January 10
How to Use the New Etran Screens to Improve your PARRiS Score Attend the Live Webinar EventWednesday, January 10, 20242:00 PM Eastern75-minute training with e-certification Single Site LicenseThe single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room…
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