Coleman Report

Coleman Report
Our Weekly Premium Subscription
SBA Lending Industry Expert Intelligence Since 1993

For $995/Year or $95/Month — Access for Entire Institution

The Coleman Report, published by Bob Coleman, is an essential resource for executives in the SBA lending industry. The weekly newsletter is designed to help you stay ahead of industry developments with clear, actionable insights and in-depth analysis. Whether you’re managing risk, refining your processes, or strategizing for growth, we’ll provide the information you need to make confident decisions.

Our content covers the critical topics you need to know, including SBA policies, underwriting, closing, servicing, liquidation, and executive management.

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

Subscribers also gain access to a monthly Zoom call, where industry professionals gather to discuss key SBA lending topics, recent developments, and best practices. This interactive session provides valuable insights, allowing you to stay ahead of industry trends and engage with experts in the field.

The Coleman Report 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
  • Understand current best practices to expertly manage your SBA loan department

Join the hundreds of professionals who rely on Coleman Report to stay informed!

Subscribe Today for $995 Annually or $95 Monthly!

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

Recent Coleman Report Premium Newsletter Topics

• SBA 7(a) and 504 Lending Programs to be Enhanced not Reduced Under New SBA Administrator Kelly Loeffler — March 3, 2025
• SBA SOP Compliance — Loan Eligibility and SBA Form 1919 – February 24, 2025
• Bob Coleman’s Analysis of Trump 2.0 and SBA as of February 14, 2025 – February 18, 2025
• Preparing the Universal Purchase Package for SBA 7(a) Loans: Management Insights from Lance Sexton’s Webinar – February 10, 2025
• Steps to Take when SBA 7(a) Loans Sold to the Secondary Market Become 31+ Days Delinquent – February 3, 2025
• Q&A: Momentus Securities Launches New Platform for Single-Lender Securitizations of the Unguaranteed Portion of SBA 7(a) Loans – January 27, 2025
• New Senate Small Biz Chair Warns Trump of “Landmines” at SBA — Deteriorating Loan Portfolio and Poor Accounting – January 24, 2025
• SBA Disaster Assistance Programs Overview – January 13, 2025
• Coleman’s USDA B&I Rural Lender Report 2024 – January 6, 2025
SBA 7(a) and 504 Delinquencies Less than 1% in 2024 Says SBA – December 16, 2024
• Lenders Earn $1 Billion in SBA 7(a) Loan Sale Premiums in 2024 (17th Annual SBA Secondary Market Highlights) – December 10, 2024
• The Coming Fintech Revolution in SBA Lending: Balancing Innovation and Tradition – December 2, 2024
• Start-Up Lending: Community and Regional Banks More Receptive than Large Banks – November 25, 2024
• Citizens Bank Optimistic about Restaurant Performance in 2025 – November 19, 2024
• SBA Stronger than Ever in a Trump 47 Administration – November 11, 2024
• OIG’s Annual Report Highlights Key Challenges in Loan Portfolio and Lender Management – November 5, 2024
• SBA’s Total Capital in 2024 Rose to $56 Billion – October 28, 2024
• EIDL Debt on Balance Sheet a Sign of “Precarious Financial Condition” Says Fed – October 21, 2024
• SBA and Start-Up Small Business Loans – October 14, 2024
• The Top 30 SBA 7(a) Loan Review Exceptions in 2024 – October 7, 2024
• SBA to Loosen 504 Loan Refinance Requirements – October 1, 2024
• Changes to Make USDA Lending Programs More Attractive for Rural America’s Main Street – September 23, 2024
• Lack of Site Visit Doesn’t Automatically Result in Guaranty Denial – September 16, 2024
• SBA 7(a) Loan Policy and Procedures – September 9, 2024
• Actions to Take When SBA 7(a) Loans Sold to the Secondary Market Hit 31 Days Delinquent – September 4, 2024
• PPP Loan Fraud Stats! And Keep Those Records for Ten Years – August 26, 2024
• SBA Promises to Issue 3 New SBLCs after Funding Circle Debacle – August 18, 2024
• Franchise Financing Strategies: Insights from FranFund – August 12, 2024
• SBA 7(a) Working Capital Pilot Program – August 5, 2024
• SBA Raises Unsecured Loan Amounts, Simplifies Credit Elsewhere Test in Disaster Loan Program – July 29, 2024
• SBA Guidance for Exceptions to Loan Policy – July 22, 2024

Check out an example here!

Bob Coleman — Editor & Publisher, Coleman Report

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” 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.

Stay updated with Bob @BobColeman on X.

Release Date: March 13, 2025

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