Documenting Equity Injection the SBA Way: Know the 13 Most Common Mistakes in Equity Injection Documentation — A Coleman Webinar 4/11

Updated for 2024: How to document your borrower’s equity injections perfectly and correctly every time

Attend the Live Webinar Event
Thursday, April 11, 2024
2:00 PM Eastern
75-minute training with e-certification

Former SBA Little Rock Servicing Center Deputy Director Lance Sexton does — and he can help you avoid them and guaranty repairs.

Join Lance in this new SOP compliant Coleman webinar to learn best practices and SBA-recommended protocols for documenting your borrowers’ equity injections, perfectly, and correctly every time.

Here are the specific topics addressed in this webinar that will make your staff experts in documenting equity injection:

  • Equity injection requirements
  • Equity injection rules for SBA 7(a) loans
  • Equity injection rules for SBA 504 loans
  • The 5 equity injection fraud red flags
  • A thorough understanding of the traps associated with gifts and gift letters
  • How to set borrower equity injection requirements for loans less than $350,000
  • How to set borrower equity injection requirements for loans over $350,000
  • How to document equity injection for SBAExpress loans
  • The 4 proper sources of equity injections
  • Two improper sources of equity injections
  • The absolute SBA required documentation of equity injection to protect the guaranty
  • What SBA requires you to do to verify a cash injection
  • How to document intangible and non-cash assets
  • Case studies examples to reinforce proper SBA equity injection requirements
  • And, of course, the 13 common equity injection mistakes lenders make that jeopardize the SBA loan guaranty

Your Training Staff

Lance Sexton, Coleman Faculty Instructor
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 received three training industry awards for his webinar instruction and his 8-week loan closing course.
Lance has over 30 years of experience, including ten years directly managing portfolios of SBA loans. Lance was an entrepreneurship faculty member of the Sam M. Walton College of Business at the University of Arkansas. He is an Executive Vice President of Fountainhead Commercial Capital and has been affiliated with Coleman Publishing for over eight years.

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.

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 586-804-8775 if you need assistance.

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 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 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 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
Founder & Publisher