Form 159 Compliance in 2026: How SBA Is Reviewing Brokers, LSPs, Referral Fees, and Packaging Fees — Wed, May 20

An advanced SBA lending webinar on documenting LSP fees, broker referral fees, and packaging fees up to $30,000

A Coleman Training Webinar
Date: Wednesday, May 20, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording

The SBA has materially changed how referral fees, packaging fees, loan agent compensation, and lender certifications are reviewed and documented. Most lenders already have procedures in place. The issue in 2026 is whether those procedures satisfy current SBA documentation and disclosure expectations during guaranty purchase reviews and lender examinations.

This webinar focuses on how SBA lenders are documenting compensation arrangements, referral fees, packaging fees, and loan agent relationships under the Form 159 framework. The session examines the operational and compliance standards that SBA reviewers apply during lender oversight and guaranty purchase reviews.

Lance Sexton combines decades of SBA servicing, liquidation, and compliance experience with a practical understanding of how SBA reviewers evaluate Form 159 documentation in real-world lending operations. Rather than reviewing SOP language in the abstract, this session focuses on how lenders implement defensible documentation, disclosure practices, and internal controls in day-to-day SBA production environments.

The session focuses on the operational issues SBA lenders handle daily: calculating percentage-based fees, documenting hourly compensation, reviewing loan agent arrangements, processing Form 159 correctly, and complying with updated disclosure requirements tied to Form 912 and lender certifications.

For lenders responsible for protecting SBA guaranties and reducing repair exposure, this webinar provides a practical framework for documenting third-party compensation in line with current SBA expectations.

Topics Covered

• Documenting referral fees and packaging fees under the revised SBA Form 159 framework
• Documenting percentage-based and hourly compensation using defensible SBA standards
• Structuring borrower and lender disclosures under the updated Fee Disclosure and Compensation Agreement
• Reviewing, approving, and documenting SBA loan agent relationships and compensation arrangements
• Processing and uploading Form 159 within SBA 7(a) operational workflows
• Applying SBA rules governing allowable fees, compensation limits, and certification requirements
• Reducing guaranty repair exposure through disciplined Form 159 documentation practices

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.