Coleman Report Premium Membership

The SBA Intelligence Your Institution Needs All Year

Published and edited by Bob Coleman, Coleman Report Premium covers the SBA policies, lender activity, credit trends and operating issues that affect your institution.

Members receive weekly reporting, original SBA data analysis, lender benchmarks, live discussions and access to supporting spreadsheets and data.

Know What Changed Before It Reaches the Loan File

For over 30 years, SBA lenders have relied on Coleman Report to understand how policy changes, market trends and credit performance affect their loans, procedures and portfolios. Each report presents an exclusive industry and explains what it means for SBA lenders.

Compare Your Institution With the SBA Market

Internal reports show how your institution performed. Coleman Report Premium shows how that performance compares with the rest of the market.

Original Coleman analysis helps institutions answer:

Where do we rank by SBA loan count and dollars?
Are we gaining or losing market share?
How does our average loan pricing compare with competing lenders?
How quickly are we funding approved loans?
Which lenders are growing?
Which loan categories are showing increased stress?
How does a franchise or industry compare with the broader SBA portfolio?

Pay Online through QuickBooks ($995/Year)

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What the Annual Membership Includes

Weekly SBA Intelligence Briefing

Reporting on the week’s most important SBA lending developments, including policy changes, lender activity, market shifts and loan-performance trends.

Monthly Executive Intelligence Report

A management-level review of SBA loan volume, competitive activity, portfolio performance and developing risks.

Coleman Report Live!

During a monthly live video call, Bob Coleman takes members behind the data, discusses the lending implications and answers questions about SBA policy changes, lender activity, market trends and portfolio risks.

Twice-Monthly SBA Office Hours

Bring your institution’s specific SBA lending questions directly to Coleman Report professional instructors twice a month.

Premium Reports and Supporting Data

Access to all archived Coleman Report Premium reports and the supporting spreadsheets and data files distributed with them.

Examples of Recent Member Reports

Recent Premium coverage includes:

SBA 7(a) Funding Days Benchmarks
SBA 7(a) Lender Rankings
SBA 7(a) Business Acquisition Lending and Pricing
Small-Loan Default Trends
SBA 7(a) and 504 Policy Changes
LSP Relationships and Lender Oversight
SBA Guaranty Purchase Procedures
Delinquency and Charge-Off Data
Servicing and Documentation Risk
Manufacturing and Food Supply Chain Lending
SBA Fraud and Enforcement Cases

One Membership Covers Your Entire Institution

Subscribe today for immediate access to all archived Coleman Report Premium reports, supporting spreadsheets and data files, plus a full year of new reporting, live analysis and SBA Office Hours.

The annual subscription is $995 and includes unlimited access for your entire institution.

Questions? Contact bob@colemanreport.com or 818-974-8934.