Coleman Report Premium Membership

Premium Subscription Benefits include:

All Coleman Data Reports

SBA Department Compensation Survey

Lender Benchmark Performance Stats

Access to the Coleman Library of over 20 On Demand Webinars. (Only Available to Premium Members)

Access to Over 50 Coleman SBA Lending Topic PDF Reports (Only Available for Premium Members)

Monthly Subscription to Coleman’s Top Ten Things the C-Suite Needs to Know about SBA Lending.

PLUS — You will receive 20% Savings for all Coleman Training and Webinars

Total a la carte cost for the listed Coleman Products is over $5,000.

Get Access today by ordering your 2023 Coleman Premium Membership for $3,100!

How beneficial would it be to you to have easy access to expert SBA industry data and reports you need to properly manage your SBA department?

Our Coleman Report Premium Subscription content is the solution.

Since 1993, the Coleman Report has been the leading source of information for small business lenders on how to manage the marketing, underwriting, closing, servicing and liquidation of SBA loans.

Become a subscriber, and you will have immediate access to invaluable data and written reports that are required tools for today’s SBA lending managers.

Your Coleman Report Premium Subscription will help you:

  • Manage your BDOs and underwriters to increase the quality of your SBA loan portfolio and reduce losses
  • Eliminate SBA 7(a) repairs and denials of the guaranty
  • Industry trends you need to know to protect your bank’s SBA loan pipeline and portfolio
  • What you need to do to be prepared for your SBA PARRIS review
  • Understand your competitor’s business models
  • How anticipated changes in SBA’s policies will affect you
  • Fairly compensate your business development officers
  • Become an expert of SBA lending macro and micro issues
  • Learn everything you need to know about SBA One
  • Understand current best practices to expertly manage your SBA loan department

Data includes:

  • NAICS & Franchise Charge-Off Stats
  • SBA Department Compensation Survey
  • Lender Benchmark Performance Stats


You will also have access to our library of over 50 reports written for the C-Suite and SBA department managers. Topics include”


  • Six Clauses That Can Reduce Future Litigation Costs
  • False Claims Act Enforcements, Criminalizing Bad Loan Decisions
  • What Management Needs to Know About the Small Loan Advantage Program
  • SBA Express Lending – What Senior Management Needs to Know
  • Expectations Remain High for SBA Secondary Market
  • Small Business Lending is Starting to Get Crowded
  • Tuning Your Credit Policy for SBA Lending
  • 7(a) Program Changes f
  • SBA’s 90% Guaranty International Trade Loan Program

SBA Business Development

  • Managing Loan Brokers to Grow SBA Loan Business
  • Who Is Your Next Prospect (And Where to Find Them)?
  • Marketing Loans in the 21st Century

SBA Underwriting

  • SOP Updates 5010 Updates
  • Understanding Environmental Requirements for SBA Underwriters
  • SBA 7(a) Debt Refinancing Rules
  • Business Appraisals
  • Financing the Franchisee and Franchisor
  • Business Acquisition Financing-Practice w/Prudence
  • Fifteen Steps to Profitable & Prudent Construction Lending
  • How to Get Better Borrower Financial Information
  • Are You Sure You’re Insured?
  • Setting Borrower Equity Requirements
  • Documenting SBA Borrower Equity Injections
  • Environmental Guidelines for C-Store Lending
  • Underwriting Convenience Store Loans
  • Restaurants
  • Crafting the SBA Loan Authorization
  • Underwriting Borrower Projections
  • Calculating Borrower Global Cash Flow In Today’s Environment

SBA Loan Closing and Servicing

  • Perfecting the Art of the Flawless SBA 7(a) Loan Closing

SBA Liquidation

  • 5 Tips to Accelerate the Liquidation of a 504 1st Loan
  • ‘Offers in Compromise,’ ‘Short Sales,’ and ‘Lien Releases’ – The Tools Used to Liquidate SBA Loans
  • Bankruptcy and the SBA Loan – The Issues You Must Know

PPP Loan Forgiveness and Calculating the 1st and 2nd Draws Final Guidance

12th Annual: “What you Need to Know about SBA 2021 Hospitality Financing”

Coleman’s 2nd Annual Assisted Living Facility SBA Financing Webinar

Coleman’s 4th Annual Medical Practice Professional Financing Webinar

Coleman’s 11th Annual SBA Restaurant Financing Webinar

How to Prepare a Credit Memo that gets SBA Loan Approval and Passes SBA Review

Credit Elsewhere, Personal Resource Test, Affiliation, Loan Fees

COVID Collateral Requirements for 90% SBA 7(a) Loans

Correctly Calculate Global Cash Flow the SBA Way — SOP 50 10 6

SBA Form 159 Submission Changes

Documenting Equity Injection the SBA Way: Know the 13 Most Common Mistakes in Equity Injection Documentation

What are the Critical steps a Prudent Lender must do as a SBA Loan Approaches 60 days Delinquent?

SBA 7(a) Litigation Plans Compliance, CPC Expense Reimbursement, Wrap-Up Reports Filing Webinar

The Top Ten Things You Need to Know about Overseeing Your SBA Portfolio. Coleman’s C-Suite Report also carries an UNLIMITED monthly site license. You can distribute the report to as many stakeholders as you wish. Interested parties will include: Board of Directors, CEO, CFO, CLO, COO, CMO, HR etc.

PLUS — You will receive 20% Savings for all Coleman Training and Webinars

Total a la carte cost for the listed Coleman Products is over $5,000.

Get Access today by ordering your 2023 Coleman Premium Membership for $3,100!

Bob Coleman
Publisher, Coleman Report