For the First Time, SBA Reveals Delinquencies, Guaranty Purchases, and Liquidations at the Individual 7(a) Loan Level — Thurs, June 25

How to use SBA’s public database for portfolio performance and competitive intelligence across the SBA industry.

Coleman Professional Webinar Training
Date: Thursday, June 25, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording

For years, public SBA loan data primarily showed approvals and production volume.

As of March 31, 2026, the SBA now publicly discloses loan status data at the individual 7(a) loan level, creating an entirely new layer of portfolio intelligence for experienced SBA professionals.

For the first time, lenders can evaluate how SBA portfolios perform after closing, including delinquency activity, guaranty purchases, liquidation trends, deferments, charge-offs, and servicing outcomes across the market.

The SBA’s expanded disclosures now include loan status categories:

• CURR — Current
• PIF — Paid in Full
• CANCLD — Canceled
• PURCH (NOT C/O) — Purchased by SBA, Not Charged Off
• CHGOFF — Charged Off
• LIQUID — In Liquidation
• COMMIT — Committed
• DELINQ — Delinquent
• PSTDUE — Past Due
• DEFERD — Deferred
• CLSLN — Closed Loan
• EXEMPT — Exempt

These categories create a materially different level of visibility into SBA portfolio behavior and lender performance.

Experienced SBA professionals understand that approvals alone rarely tell the full story of an SBA lending program. Portfolio performance, servicing structure, workout activity, and credit behavior provide a far more complete picture of how institutions operate and manage SBA lending over time.

This session is designed as a discussion for working professionals focused on how lenders can organize, interpret, and apply this newly available public SBA data in practice.

The discussion will focus on:

• How experienced lenders interpret the new SBA loan status categories
• What delinquency and liquidation trends reveal about portfolio behavior
• How can the guaranty purchase activity be analyzed across the SBA market
• How institutions can evaluate competitor servicing and portfolio performance
• How lenders can identify industry, geographic, and referral opportunities
• How public SBA data can support business development and strategic planning
• How AI tools can assist in organizing and analyzing large SBA datasets

Every institution approaches SBA lending differently.

The SBA’s new public loan status disclosures now allow experienced professionals to use actual loan-level data for their specific market strategy.

How the Webinar Works

We use Microsoft Teams as the webinar platform.

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 for multiple attendees to view. 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 anyone in your email domain can use.

Webinar Links and Handouts
The webinar link will be sent out prior to the session, and included again when we send the presentation and handouts.

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 QuickBooks
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.