Data Mining Using Public SBA Data to Increase Loan Volume — 4/9
Increase Your SBA Loan Volume with Free Leads from SBA’s Loan Database
A Coleman Webinar
Date: Wednesday, April 9, 2025
Time: 2:00 p.m. Eastern
Includes e-certification & recording
Want to increase your SBA 7(a) and 504 loan numbers in 2025?
Bob Coleman will show you how to use SBA’s online public database to identify pre-qualified leads that can be immediately accessed at no charge.
Did you know SBA’s public database contains every 7(a) and 504 loan approved since 1991?
Join Bob Coleman as he conducts a training session on how to use this database to identify a specific niche of loan prospects based on your specific set of loan qualifications – geographic footprint and your credit box.
This is a great tool to identify former and current SBA loan borrowers who are seeking to expand with a new round of SBA lending.
There may even be some refinancing opportunities for you as well.
Just some of the information you can access includes lender name, borrower name, address and NAICS codes, franchise name, amount of loan, type of loan, approval date, maturity, and initial interest rate.
More useful information is if the loan was paid in full — or charged off.
By leveraging SBA data in the right way, you’ll be able to make more informed lending decisions, target the right borrowers, and improve the efficiency of your business development efforts.
You and your staff will learn:
– The database structure
– How to access the database
– The specific information provided in the database
– How to interpret the data
– Suggested data mining techniques for identifying prospects
– Identifying financing opportunities and specific markets
– How to curate your own list of prospects with specific prerequisite requirements (e.g., borrowers that have a paid-in-full loan, borrowers that have been in business for 10 years, borrowers in a specific industry or geographic location)
– How to use the data for risk assessments
– Low-cost options for slicing and dicing the data to meet your needs
Your Training Staff
Lance Sexton
A former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation. He has earned three industry training instruction awards for “Best Online Learning Product”. A former SBA Deputy Director of Little Rock Servicing Center, Lance has over 40 years of experience, including 20 years directly managing portfolios of SBA loans. Lance is an adjunct faculty member of University of the Ozarks. He is an Executive Vice President, Managing Director of Servicing and Liquidation at an SBA participant lender and has been affiliated with Coleman Publishing for over 10 years.
Bob Coleman
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.
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.
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 webinar link will be included on your sales receipt.
The link will also be included when we send the presentation and handouts. These will be sent by eod the day before.
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.
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 online via Stripe
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