How SBA Loan Brokers Use Microsoft Copilot to Build Lender-Ready Loan Packages — Wed, Aug 26

Turn Disorganized Borrower Files into Clear, Credible SBA Credit Presentations with AI

Coleman Professional Webinar Training
Date: Wednesday, August 26, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording

A well-organized SBA loan package gives the lender a clear starting point for underwriting, reduces follow-up questions, and helps the broker address potential weaknesses before submission.

The challenge is turning tax returns, interim financial statements, projections, debt schedules, transaction documents, and borrower explanations into a concise and complete credit presentation.

Microsoft Copilot can assist with that process.

Using a case-study approach, Bob Coleman will demonstrate how to move from raw borrower documents to a structured lender submission while maintaining human control over accuracy, confidentiality, and credit judgment.

What You Will Learn

• Apply appropriate privacy and security controls when using Copilot with confidential borrower information

• Organize tax returns, financial statements, projections, debt schedules, and supporting documents

• Identify missing information, conflicting data, and unexplained inconsistencies before lender submission

• Draft a concise business, transaction, and financial performance narrative

• Present credit strengths, weaknesses, and proposed mitigants without overstating the case

• Reduce avoidable back-and-forth by providing the lender with a clearer and more complete package

Prompts and Workflow

The webinar includes reusable Copilot prompts, document structures, financial analysis methods, and review steps for preparing a lender-ready SBA loan package.

Participants will see how prompts can be used to organize information, compare financial results, identify unanswered questions, and draft a concise credit presentation. The training will also explain where broker review and professional judgment remain essential.

Who Should Attend

This training is designed for SBA 7(a) and 504 loan brokers, referral partners, business loan consultants, packagers, originators, and broker operations professionals who prepare transactions for SBA lenders.

Takeaway Materials

Participants will receive:

• A Copilot prompt template for borrower financial analysis

• A lender-ready SBA loan package checklist

• A sample transaction and financial performance narrative

About Bob Coleman

Bob Coleman is the founder of Coleman Report and the National Association of SBA Loan Brokers. He is a nationally recognized authority on small business and SBA lending. His experience includes senior leadership roles at a community bank and a Small Business Lending Company. He also develops and presents AI training webinars for lenders, brokers, and other small business finance professionals, focusing on practical applications, responsible AI use, and more efficient lending workflows.

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 818-974-8934.