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Documenting 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…
Read MoreColeman Report Live! Today Friday 12/8 @ 1:00 EST
Youtube Live Streaming Link Microsoft Teams Link Host: Bob Coleman Co-Host: Lance Sexton
Read MoreColeman Report Live! Monday November 13th @ 1 pm Eastern
Link for Microsoft Town Hall Link for YouTube Today’s Guests John Reosti, American Banker, Community Bank Reporter Lance Sexton, Executive Vice President, Fountainhead Commercial
Read MoreKnow Which of the 571 Rules Mandated by SBA’s New Servicing and Liquidation SOP 5057 are Important! (10/4)
Compliance Became Effective August 2023 A Coleman WebinarWednesday, October 4, 2023 75-minute training with e-certificationRegister Online Here Did you know SBA uses the word “must” 571 times in the new 5057 3? SBA warns lenders, on page two of the new SOP: SBA will treat any contemplated Loan Action . . .that is in conflict…
Read MoreColeman’s Certified SBA Loan Training
Coleman’s Certified SBA Loan Broker Training Taught by Bob Coleman– Semi-monthly Zoom calls & 8-week recommended course format (view syllabus here)– Monetize your referrals and solve your client’s capital needs– Includes 6 months of attendance at the Coleman Lender and Loan Broker Table– Learn all about SBA eligibility and underwriting requirements that will allow you…
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