Coleman’s C-Suite Report — The Top Ten Things You Need to Know about Overseeing Your SBA Portfolio

In these unprecedented times, your SBA lending teams, C-Suite and Board of Directors need to separate the daily white noise of PPP and SBA lending program changes and focus on only what is important that can impact your SBA loan portfolio..

Well-managed departments can be a major contributor to your institution’s bottom line.

But, there are traps you need to know that can void the government loan guaranty and expose your institution to severe financial penalties, fines and loss of lending authority.

What they need is concise information that focuses on “need to know” information in order to make prudent oversight decisions.

And we have the solution–a monthly report that separates the wheat from the chaff to list the ten most important things management needs to know.

Coleman’s C-Suite Report also carries an UNLIMITED monthly site license. You can distribute the report to as many stakeholders as you wish for a flat fee of only $697 a year.

Interested parties will include:
· Board Directors
· HR
· Credit Review Teams
· CPA Auditors
· Legal Counsel
· SBA Lending Consultants
· SBA Lending Managers
· SBA Underwriters
· SBA Loan Closers
· SBA Loan Servicers
· SBA Liquidation Personnel

Five Easy Ways to Order!
1) Previous customers need only to send an email to with “Top 10” 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 Pkwy, #4525, Mission Viejo, CA 92690
5) Click “Add to Cart” to pay using PayPal

100 of the top 100 SBA lenders purchase our reports and data — attend our online training, webinars and summits. Coleman Report is committed to a mission of providing information to train finance professionals as small business lending experts who fund capital to Rural and Main Street America.

Very informative. I have actually printed off all of the information you provided and labeled it: “SBA PPP Good Information Condensed,” Alabama Teachers Credit Union
I find that your webinar training sessions are a GREAT way for me to keep current on important things SBA. Loan Service Provider.
Thanks for providing this training. It was very informative and helped me a lot. Our Bank highly encourages all our colleagues to take your training program. Highly appreciate your service in enlightening our knowledge. The Mint National Bank
This is incredible data. Great job in working through it. Embassy National Bank

Download an order form

A Coleman Newsletter — Overseeing Your PPP, MSLP Lending