Coleman Report Premium Membership

Your All-Access Membership for SBA Lending Intelligence
Weekly Newsletter • Monthly C-Suite Report & Call • Office Hours

$995 Annual Subscription — Covers Your Entire Institution

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Pay Online through QuickBooks ($995/Year)
Download Payment Form ($995/Year)

Your Main Benefits:

1. Coleman Report Weekly Newsletter

Your essential briefing on SBA lending. Delivered weekly with actionable insights, regulatory updates, and expert analysis to help you stay ahead of industry shifts.

See an example newlsetter here.

Bob Coleman Interviewing Thomas Kimsey on September 2024 Zoom Call Discussing Rural Lending

2. Coleman Report Live! Monthly Call

A live, interactive Zoom session featuring leading voices in SBA lending.

3. Coleman’s Top Ten C-Suite Monthly Report

A curated executive-level roundup of the most important developments affecting your SBA department and lending strategy.

4. Coleman’s SBA Office Hours (Twice-Monthly)

Direct access to expert guidance on underwriting, servicing, liquidation, and operational best practices. Bring your questions — get practical answers.

Why Lenders Rely on the Coleman Report

Published since 1993, Coleman Report is the SBA lending industry’s trusted source for analysis, data, and best practices. From underwriting to portfolio management, we equip lending professionals with the information they need to compete, comply, and excel.

Our coverage spans the issues that matter most:

  • SBA policies and regulatory changes
  • Underwriting, closing, servicing, and liquidation
  • Executive management and departmental strategy
  • Market trends shaping the SBA lending landscape

Subscribers also gain exclusive access to our monthly Zoom call — a forum where industry experts discuss new developments, emerging risks, key lending opportunities, and best practices.

How Coleman Report Helps Your Institution

  • Strengthen BDO and underwriter performance to improve portfolio quality
  • Avoid costly SBA 7(a) repairs and guaranty denials
  • Stay ahead of industry trends that influence your pipeline and portfolio
  • Prepare confidently for your SBA PARRIS review
  • Benchmark your compensation and understand competitor strategies
  • Anticipate how SBA policy changes will impact your operations
  • Master both macro and micro issues in SBA lending
  • Implement best practices to run a high-performing SBA department

Hundreds of institutions rely on Coleman Report to stay informed, compliant, and competitive. You should, too.

Subscribe Today for $995 Annually!

Pay Online through QuickBooks ($995/Year)
Download Payment Form ($995/Year)

Bob Coleman — Editor & Publisher, Coleman Report

Bob Coleman is the Author of “Easy Money, Hard Time: 19-COVID PPP Loan Fraud Stories.” He is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts. Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California. Bob has earned numerous awards as a producer of events and video training.

His passion is getting capital to Main Street and Rural American small business. Bob’s SBA lending roots trace back to institutions in Southern California, serving as Sr. Vice President and SBA Manager of a community bank and a Chief Operations Officer of a SBLC. He is a founding director of NAGGL.