Raise Your Borrower’s SBA’s Loan Limit with an SBA Green 504 Loan

Raise Your Borrower’s SBA’s Loan Limit with an SBA Green 504 Loan
Meet and Exceed your 2017 Loan Production Goals by Booking More Quality Loans to Your Best SBA Loan Customers –a 75-minute webinar that lets staff earn e-certification

A Coleman Webinar
Date: Tuesday, October 3, 2017
Time: 2:00 p.m. Eastern

Go to Registration and Payment | Download a Registration Form

You have an awesome borrower who wants to expand. They need financing, but they are maxed out with SBA’s loan cap.

Go green to solve the problem.

When a borrower goes green their current SBA loan exposure is reset to zero in the eyes of the SBA for that project.

SBA allows for a new loan up to $5.5 million if the borrower implements an energy efficiency or renewable energy project.

Save 10% over previous energy consumption and your borrower is eligible when purchasing and renovating owner-occupied real estate.

This Coleman webinar will give your staff guidance of what must be done to obtain SBA’s approval of the project.

Key to the process is to know how to read the third party professional energy evaluation and verification report. We’ll go through all of the steps to make sure your borrower’s project is compliant.

This webinar will explain to your team exactly what is required for SBA 504 Green loan eligibility and how to underwrite the energy evaluation report.

Your staff won’t waste time on ineligible projects. Train your team to learn how to quickly close these loans, adding quality loans to your loan portfolio and keeping valued customers.

Specific Green SBA 504 Topics taught by Chris and John include:
  • Eligible projects
  • Eligible energy reduction uses
  • How to obtain SBA’s approval
  • Special underwriting issues
  • Obtaining the 3rd party professional energy evaluation and verification report.
  • Underwriting the 3rd party professional energy evaluation and verification report.
  • Compliance with the 3rd party professional energy evaluation and verification report.
  • Marketing
  • Interim construction financing options
  • Interim financing options
  • Secondary market options for sale of the first lien
  • Typical equity requirements
  • Typical loan to value structures
  • Case studies of successful projects
  • Required annual servicing requirements
 Taught by National SBA 504 Loan Experts
  • head_teckler

    Chris Hurn, Founder/CEO Fountainhead Commercial Capital

  • head_teckler

    John Rockwell, Business Development Associate, TMC Financing

  • head_coleman

    Bob Coleman, Publisher, Coleman Report

Chris Hurn is the Founder and CEO of Fountainhead Commercial Capital. The Nation’s Leading non bank direct commercial lender for OOCRE. Chris is the author of an Amazon Best-Selling book, “The Entrepreneur’s Secret to Creating Wealth.” He appears on PBS, FOX Business News, and on several local TV and radio channels commenting on small business issues. He is a small business lending expert source for such publications as the New York Times, Washington Post, Wall Street Journal, Inc. Magazine, Bloomberg Businessweek, Entrepreneur, Forbes, and many others.

John Rockwell is the Business Development Associate for TMC Financing. John has a strong background in the 504 Green Energy Program and has experience with current sustainable technologies. John has five years of asset management experience where he was responsible for managing multiple portfolios of commercial real estate holdings. John held positions at Babson Capital Management and Hanover Financial Company. John also has experience as a small business owner. He co-founded a local brewery, Los Angeles Ale Works. John is a graduate of the University of Southern California and a bachelor’s degree in Real Estate Finance and Development.

Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He is the founder of the Coleman Publishing, a publisher of books, data, newsletters and reports and a producer of conferences, webinars and training videos — to help finance professionals become small business lending experts.

Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media including the Wall Street Journal and Bloomberg. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California.

His passion is getting capital to Main Street and Rural American small business.

Webinar Details

Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.

We will automatically forward a certificate of participation for those who are registered to attend the webinar via GoToWebinar.

If you have purchased the unlimited site license and would like certificates for all who attend simply forward their names and email addresses to jeanne@colemanreport.com. She will email the certificates to all attendees.

Questions are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to joseph@colemanreport.com. Also, feel free to ask pre-webinar questions.

About Coleman Webinars
Coleman is the largest producer of small business banking video webinars and online training for the banking industry.

Our faculty are professional instructors are the absolute experts in their fields.

Why a Coleman Training 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 several options to view the program. You may watch on screen, or listen in on your phone.

You can choose to have any many connections nationwide as you wish when you purchase unlimited access for only $489.

A great benefit of the program is that you may have your questions answered by the faculty. 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 GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. 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@colemanreport.com, and he will schedule a test run.

Accessing GoToWebinar
There are two ways to access the webinar. The first is to simply click on the link we will provide when you register.

If you have a firewall issue, or you can’t get the GoToWebinar link to work, don’t panic!

The second way to access the webinar is directly from the GoToWebinar website. You will simply need to input the webinar ID and access code. These will also be provided when you register, and again the day before the webinar when we distribute the handouts.

Note we will open the webinar for attendees to join at 12:00pm ET. This will give each attendee two full hours before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.

All Coleman Webinar Speakers are seen Live via Video Stream
You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.

Telephone Only Option
You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.

PDF Handouts
You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.

Replay Link
If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email joseph@colemanreport.com and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.

The Fine Print
1) The single user registration fee of $389 is based on location not attendance. You may have as many people in one location attend. You may distribute the materials to anybody in your company.
2) For only $100 more ($489), you may invite as many people from your institution from as many locations as you wish. (You also get the reply link and transcript!) We will forward you a link that allows you to sign up as many people as you wish.
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!

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register SBA 504 Green Webinar” in the Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at Customer Service at 818-790-4591 extension 1
3) Fax the order form to: 818-790-7859
4) Mail the order form to: Coleman Publishing, 28081 Marguerite Parkway #4525, Mission Viejo, CA, 92690
5) Click “Add to Cart” to pay using PayPal

Raise Your Borrower’s SBA’s Loan Limit with SBA Green 504 Loans

Bob Coleman
Editor, Coleman Report
28081 Marguerite Parkway, #4525
Mission Viejo, CA 92690
(818) 790-4591
(c) 2017 All Rights Reserved