Construction Loan Closing Documentation: Meeting SOP Requirements with Perfection — 7/23
Learn SBA-compliance requirements for underwriting and documenting your borrowers’ SBA construction loans and protect your SBA guaranty.
A Coleman Webinar with PartnerESI
Date: Wednesday, July 23, 2025
Time: 2:00 p.m. Eastern
Includes e-certification & recording
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Construction lending under the SBA 7(a) and 504 programs can be a profitable niche — when done right. But with it comes a unique set of documentation and compliance challenges that can derail a project if not properly managed.
In this newly-updated Construction Documentation Webinar, you’ll learn the SBA-required documentation and best practices for underwriting, closing, and disbursing SBA construction loans. From equity injection requirements to post-close monitoring, this session is designed to help your staff confidently navigate SBA SOP 5010 8 and its changes.
Join construction risk management expert Kyle Gustafson as he walks through the key documents, timelines, and risk factors that lenders must manage to ensure projects stay on track—and SBA guarantees are protected.
Don’t let missing or incorrect documentation jeopardize your project or guaranty. Get the insights you need to support timely, compliant, and successful SBA construction lending.
Topics Covered in This Webinar Include:
- Types of SBA construction projects: new facilities, leasehold improvements, renovations, and single-use properties
- Required construction documentation: plans, specs, permits, contracts, and appraisal requirements
- SBA equity injection rules and documentation
- Lien requirements, releases, and completion bond documentation
- Construction loan provisions for loans above and below $350,000
- Managing construction risks: cost overruns, contingency funds, deviations from plans, and inspection requirements
- Insurance requirements and use of third-party construction management vendors
- Post-construction requirements: occupancy, residential space rules, and SBA completion certification
- Loan logistics: interest rates, structure, maturities, allowable fees, and master note documentation
- PLP vs. GP lender construction rules
- Refinancing interim construction debt and using proceeds to purchase land
Your Training Staff
Kyle Gustafson
Kyle, a National Client Manager at Partner (ESI), focuses on construction services and developing strong client relationships while maximizing existing partnerships. With extensive experience in construction risk mitigation and commercial lending, he builds transparent and dynamic connections within the industry. During the Great Recession, Kyle demonstrated resilience by guiding clients through economic challenges, leading to rapid year-over-year business growth. His career spans diverse projects, from tenant leasehold improvements to large-scale medical centers and community facilities. Whether it’s construction, remediation, or liquidation, Kyle’s expertise ensures borrowers achieve their goals.
Bob Coleman
Bob Coleman 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.
Coleman Training Testimonials
“This was some of the best training I have attended. I loved the format, and the narrow focus of the topic. The cost was such that we could have more of our staff attend.” – Regional Bank
“I find that your webinar training sessions are a GREAT way for me to keep current on important things SBA.” – Loan Service Provider
“Thanks for providing this training. It was very informative and helped me a lot. Our Bank highly encourages all our colleagues to take your training program. Highly appreciate your service in enlightening our knowledge.” – Community Bank
How the Webinar Works
We use Microsoft Teams as the webinar platform.
We will open the webinar for attendees to join at 1:30 pm ET. This will give each attendee thirty minutes before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.
Recording
All Coleman webinars are recorded and a link is sent to all attendees.
Single Site License
The 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 to be viewed by multiple attendees The webinar can be viewed on any device.
Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.
Webinar Links and Handouts
The link will be included when we send the presentation and handouts, which is done prior to the webinar.
Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.
Coleman Report Webinar Benefits:
- Coleman Report webinars provide solutions to problems that left unaddressed will jeopardize the SBA loan guarantee.
- We give management the tools to create prudent credit boxes compliant with SBA’s standard operating procedures.
- We train your staff to ensure compliance of existing and new SBA rules and regulations.
- Tips that solve difficult SBA underwriting, servicing and liquidation challenges.
Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.
The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.
3 Easy Ways to Order
1) ONLINE — Register and pay via Quickbooks Credit Card Link $500 or Quickbooks Credit Card Link $800
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.
Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com