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Wednesday, November 14, 2012
Approximately 75 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacif
InjectionGetting it Right, 100% of the Time
Complimentary Small Business Banking News of the Day Talk Show with Bob Coleman and Charles Green: 1:50 p.m. to 2:00 p.m.
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SBA loan approvals are frequently tied to a
And your SBA loan guaranty is contingent on not only the borrower contributing the equity, but you documenting it perfectly according to SBA’s standard.
Mistakes can be costly. The lender’s failure to obtain and correctly document a borrower’s equity injection is the number source of SBA 7(a) loan guaranty denials.
Our professional Coleman webinar instructor Lisa Lerner will examine in minute detail what you need to know to satisfy the SBA.
You will learn:
· SBA’s expectation of a lender’s “reasonable and prudent” documentation effort
· A thorough examination of SBA’s lender “materiality” requirement
· What you must do ensure equity is used as intended
· How to document cash injections
· How to document a cash injection paper trail
· How to document, and verify, the escrow statement
· What additional documents you need to support “gift letters”
· An examination of how to process shareholder loans
· Under what circumstances SBA will allow asset equity contributions in
Join us as we discuss in great detail the steps you need to take to document your borrower’s equity correctly.
This webinar is rated “BASIC” for the attendees.
Coleman’s Webinar level of instruction guide:
ELEMENTARY — The webinar assumes the audience has no experience in the topic.
BASIC — The webinar is for small business lenders who have some experience in the topic. The webinar is designed as the Topical 101 course. This is the appropriate level of instruction for managers who oversee the function.
INTERMEDIATE — The webinar solves an unique problem for the small business lending professional. A strong working knowledge of the subject matter is recommended.
EXPERT — The webinar discusses detailed, technical and advanced topics for the well-seasoned professional. A strong working knowledge of the subject matter is a must.
Who should attend
Small Business Bankers
SBA Loan Packagers
SBA Loan Closers
Small Business Banking Managers
Small Business Loan Underwriters
All Coleman Webinar attendees will receive a e-Certificate of Participation.
This is documents your continuing education history for the regulators.
Also, this documents the answer for SBA’s Review question of continuing staff education.
Please forward the names of and emails of all of those attending the webinar.
We will issue e-certificates of participation at the conclusion of the webinar.
Lisa G. Lerner
About Coleman Webinars
Coleman takes great pride in bringing you the foremost experts in our industry. Not only our experts chosen with care, we bring you instructors who are excellent teachers of their craft. Coleman’s Webinars provide 75 minutes of highly specialized information, access to industry experts, live Q&A, and step-by-step “how-to’s” on a variety of topics relevant to today’s small business banker. Coleman hosts five to six webinars a month, making us the largest producer of webinars for the small business banking industry in the country. Monthly SBA topical webinars are conducted by John Dunn and Lisa Lerner, our national professional SBA instructors.
Dunn and Lerner’s presentations solve pressing problems facing today’s SBA lending professionals. On the second Tuesday of the month, the author of the bestselling “The SBA Loan Book” and the just released book, “Get Financing Now,” Charles Greene presents a program on a topical small business lending underwriting subject. An SBA loan liquidation themed webinar the third Tuesday of each month. We rotate the instruction with three of the finest experts in the country — Ethan Smith of SBA lender boutique law firm Starfield and Smith, SBA lender attorney Mitch Fogel, and Kerri Agee, of banc-serv, the president of the largest SBA loan service provider in the country.
Our SBA University webinars are for small business lending sales personnel who wish to learn, and refresh, outstanding sales techniques to achieve over-the-top sales goals.
Finally, we offer a monthly series of topics for bank chief financial officers to help them with the ever evolving world of loan reporting issues. Our professional instructors are Bob Judge of Government Loan Solutions and Jon Winick of Clark Street Capital.
Why a Webinar?
It’s very cost effective. No airfare, no hotels. Just cram as many people as you wish into your conference room and turn on the computer. You have two options to listen to the program–phone, or through your computer speakers. You are only charged for the connection. When you purchase unlimited access, there is no additional charge for multiple attendees. A great benefit of the program is that you have the ability to ask questions directly of the panelists. Or, you may simply email Coleman during the program and he will air your question. All of our webinars are recorded. Buyers of the unlimited site license option will receive a DVD recording of the event to share with anyone you wish. A transcript of the program is also provided to purchasers of the unlimited site license.
How it Works
We use Go-to-Meeting as our platform. You will receive a link that will direct you to an Internet site to view the presentation. Nothing will be downloaded to your computer. If you would like to test this process to make sure you will be able to access the link through your system’s firewall,
Small Business Banking News of the Day Talk Show
Log and dial in ten minutes before each Coleman webinar to hear the “Small Business Banking News of the Day Talk Show” with Bob Coleman and Charles Green. We do this for two reasons. First, the pre-show confirms you are successfully connected to
The Fine Print
1) The single user registration fee of $289 is based on location not attendance. You may have as many people in one location attend. You many distribute the materials to anybody in your company.
2) For only $100 more, you may invite as many people from your institution from as many locations as you wish. (You also get the DVD and transcript!)
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guaranty — no questions asked.
Five Easy Ways to Order:
Call Joseph Coleman at 800-617-1380
607 Foothill Blvd # 546
La Cañada, CA 91012
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