Coleman SBA Loan Broker and Lender Table, 1st & 3rd Thursday of the Month

The SBA Loan Broker Table

A Sit-Down with the Most Successful SBA Loan Brokers and Lenders
Two Monthly Virtual Meetings per Month 
First and Third Thursdays at 12 pm Eastern

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Included with your NASLB membership
(Brokers $295 per year)
(SBA Lenders $2500 per year)

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Direct Contact between SBA Lenders and Brokers
25 Meetings Per Year

Welcome to The Table

Your direct connection to the nation’s top SBA lenders and brokers.

Imagine sitting down with some of the brightest, most successful SBA lenders and brokers in the country — not just to network, but to learn exactly how to structure, present, and close more SBA loans. That’s exactly what The Coleman Table delivers.

This exclusive forum gives high-level SBA loan brokers the chance to join an elite group of lenders who openly share their credit criteria, deal preferences, and approval strategies. You’ll walk away with insider knowledge that helps you win approvals, grow volume, and build stronger relationships.

How It Works

On the first and third Thursday from 12:00–12:30 pm Eastern, Bob Coleman of the Coleman Report moderates a live Teams meeting exclusively for Coleman Table members. During each session:

  • Lenders present their “credit box,” including industries, structures, and SBA product types they want to fund.
  • Brokers bring real deals and ask direct questions, receiving guidance that can turn declines into approvals.

The Bottom Line

Target your loan referrals to lenders who want your deals — and who will pay you for them!

Key Benefits

  1. Direct Access to Lender Deal Preferences
     You’ll learn exactly what each lender values — credit thresholds, collateral types, debt service ratios, and risk profiles. This helps you align deals from the outset rather than hoping for flexibility.
  2. Network with Fellow Professionals
     Engage in meaningful relationships with other brokers, lenders, and industry insiders. These connections lead to joint deals, shared opportunities, and mutual growth.
  3. Referral Fee Clarity & Negotiation
     Understand how much lenders will pay for referrals under SBA rules and how to negotiate favorable splits. This transparency helps protect your revenue stream and ensures fair compensation.
  4. Geographic & Industry Niche Intelligence
     Discover which lenders favor deals in certain regions or industries (like healthcare, manufacturing, or franchises). That way, you can concentrate your efforts where approval odds are highest.
  5. Full SBA Product Appetite Insights
     Know which lenders are open to Business Acquisitions, Franchise deals, Single-Use Property, 7(a), 504, and other SBA types. You’ll confidently match client needs to lender strengths.
  6. Faster Matchmaking with Lenders
     Because you understand lender preferences, you can route deals to the right lenders immediately. This eliminates wasted submissions and accelerates deal flow.
  7. Sharper Deal Structuring Before Submission
     With feedback from experienced underwriters and brokers, you’ll craft collateral, guarantees, financials, and projections aligned with what lenders expect. That minimizes revisions and speeds approval.
  8. Higher Deal Success Rate
     Aligning your submissions with lender criteria increases your approval percentages and reduces declines. As your hit rate improves, your reputation and referral volume grow.
  9. Competitive Edge in Referral Markets
     Armed with knowledge of who pays what, when, and to whom, you’ll position yourself as a strategic partner, not just a broker. That helps you win higher-value referrals and exclusive opportunities.
  10. Real-Time Policy & Regulatory Updates
     Keep up with changes in SBA rules, compensation regulations, underwriting trends, and more. This insight ensures you never fall behind when the landscape shifts.

Your Host

Bob Coleman, Founder, Coleman Publishing
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online 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. 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.
Bob has earned numerous awards as a producer of events and video training.
His passion is getting capital to Main Street and Rural American small business.

How the Table Works

We use Teams as the Table platform.
We will open the Table for attendees to join at 11:45AM Eastern. This will give each attendee 15 minutes before the webinar begins to troubleshoot any technical issues.

License
Your membership grants your institution one access line to the Table. It is permissible to use the license on one device in an office or conference room to be viewed by multiple attendees. The Table can be viewed on any device.