January 23: Using Loan Brokers to Develop Additional Revenue Streams

Using Loan Brokers to Develop Additional Revenue Streams
How to Successfully Manage the Loan Broker Relationship Control
When: Wednesday, January 23, 2013
2:00pm-3:15pm ET
Price: $289.00
Complimentary Coleman Report 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 has been uneasy with loan brokers for years.

During the past 15 years, fraud by unscrupulous loan brokers and packagers has resulted in hundreds of millions of dollars of losses to lenders and the taxpayer.

The SBA Inspector General has identified loan agent fraud as one of the top management challenges for SBA for years.

However, loan brokers managed properly can be an important tool or you to access quality credits and new revenue streams.

Coleman webinar instructor and former bank president Charles Green will walk you through the issues that will aid you in developing a best practice model for your loan broker and agent relationships.

What you will learn:

· First, the definitions. Exactly what are we talking about?
· Types of third party origination lenders can use;
· The SBA regulations you must follow in notifying the SBA Inspector General when you suspect fraud is involved;
· What are the glaring risks presented to the bank by third party originators and how to manage it;
· The ten mistakes made by Business Loan Express that bankrupted them in managing their loan broker relationships;
· What are some of the “social” issues that arise in third party referral relationships, and how to strengthen bank’s hand;
· How to size up your referral base and increase the bank’s yield from referral relationships;
· How SBA regulates Loan Brokers;
· How the bank regulators view Loan Broker relationships?
· Exposing and eliminating conflicts of interests;
· How to move beyond money in building third party relationships, and strengthen referral deal flow and loyalty;
· Tips on building relationships that protect the bank’s interests without ambiguity;
· How to protect the bank from financial losses, data compromises, and inadvertent fraud from third party referral relationships;
· What issues do technology introduce into these relationships?
· How to move beyond money in building third party relationships, and strengthen deal flow and loyalty;
· Tips on relationship engagement and how to protect the bank’s interests without ambiguity;
· How to protect the bank from financial losses, data compromises, and inadvertent fraud from third party referral relationships;
· What are the appropriate fees you should pay brokers and agents for their services.

Who Should Attend:

Small Business Bankers
Small Business Development Officers
Small Business Banking Managers
Small Business Loan Underwriters
Commercial Loan Brokers

This webinar is rated “INTERMEDIATE” 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.


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.

Join our Expert Webinar Instructor:

Charles H. Green
Small Business Financing Expert
Author of the Bestseller “The SBA Loan Book
Charles Green began working in his parent’s small business at age 8 and attended many dinner hour “board meetings.” Today he is a recognized small business authority with over 30 years of advising, financing and investing in entrepreneurs. His experience as a commercial banker, venture capitalist and advisor yielded clients in more than 30 countries. He founded and served as President/CEO of Sunrise Bank of Atlanta. Charles has authored several books and articles about business financing including bestselling The SBA Loan Book and the just released Get Financing Now (McGraw-Hill) available January, 2012.

Bob Coleman
Coleman Report

Bob Coleman is the Author of “Money Money Everywhere And Not a Drop For Main Street“. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. He is the nationally recognized expert on small business banking. He has appeared on Fox Business News and CNN and has been quoted by most major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. He has spoken at numerous small business banking events across the United States, including international engagements. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.

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, just send an email to joseph@colemanpublishing.com, and he will walk you through it. You may choose to listen to the program separately from the on-line visual presentation. Before the event, we will email you the presentation that you may distribute to all of your attendees.

Coleman Report News of the Day Talk Show

Log and dial in ten minutes before each Coleman webinar to hear the “Coleman Report 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 webinar. Second, we provide you a synopsis of the current news to help you place what is happening to the small business lending industry in context. Join us for this free feature!

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
E-mail bob@colemanreport.com
Fax the order form to: 818-790-7859
Mail the order form to: Coleman Publishing, PO Box 546, La Cañada, CA 91012

Using Loan Brokers to Develop Additional Revenue Streams
Unlimited Access $389.00 USD


Bob Coleman
607 Foothill Blvd # 546
La Cañada, CA 91012
(818) 790-4591
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