From Closing to Final Draw: How SBA Lenders Control Construction Risk — Wed, May 13


A Coleman Webinar
Date: Wednesday, May 13, 2026
Time: 2:00 p.m. Eastern

Includes e-certification & recording

Construction loan closings in SBA lending are operational exercises in coordination and judgment.

Credit, closing, servicing, contractors, inspectors, and third-party vendors all intersect at the same point: documentation, disbursement, and execution.

Most lenders have a defined process.

What differs across institutions is how that process is structured in real transactions—how equity is verified, how draw schedules are controlled, how documentation is assembled, and how issues are handled when timelines shift, or projects deviate from plan.

This session is not a walkthrough of requirements. It is a working session on how experienced SBA lenders execute construction loan closings and manage draw administration in practice.

Kyle Gustafson, National Client Manager at Partner ESI, will walk through how these transactions are structured from closing through completion, including how lenders manage documentation, control disbursements, evaluate contractors, and coordinate across all parties involved in the project.

This session focuses on:

  • How construction loan closings are structured in practice
  • How documentation is assembled, verified, and maintained
  • How equity, budgets, and draw schedules are controlled
  • How lenders evaluate contractors and third-party reports
  • How is it managed across the life of the project
  • Where execution approaches differ across institutions

If you are responsible for SBA construction closings or draw administration, this session reviews how your process compares with that of experienced lenders today.


How the Webinar Works

Webinar Platform & Recording
We use Microsoft Teams as the webinar platform. 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 to be viewed by multiple attendees 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 will be usable to anyone with your email domain.

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 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.

Bob Coleman
Publisher, Coleman Report
bob@colemanreport.com