Unlock the Power of AI: Data-Mine Public SBA Data to Skyrocket Your Loan Volume — 12/5

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A Coleman Training Webinar
Date: Friday, December 5, 2025
Time: 2:00 p.m. Eastern
Includes e-certification & recording

Pay with QuickBooks–
$500 Single Email User License
Pay with QuickBooks–
$800 Unlimited Access License
Download Registration Form

AI Meets SBA Lending

Artificial Intelligence is transforming how lenders find, qualify, and close small business loans.

In this fast-paced, practical webinar that gives you a tool you can use immediately Bob Coleman will show you how to combine AI tools with public SBA 7(a) and 504 data to uncover hidden business development opportunities.

You’ll learn how to use the free SBA public database—enhanced with AI-powered tools—to instantly surface leads that fit your credit box, geography, and risk appetite.

This isn’t theory. It’s real, actionable AI for lenders.

What You’ll Learn

  • AI + Data = Opportunity – How today’s AI tools can rapidly analyze millions of SBA records to reveal ideal borrower profiles.
  • Smart Prospecting – Identify high-propensity borrowers by combining SBA loan data with AI-driven business intelligence.
  • Pattern Recognition – Use machine learning insights to spot trends in loan performance, industries, and geography.
  • Predictive Lending – Apply AI to forecast which past SBA borrowers are most likely to refinance or expand.
  • Hands-On Demos – See how to pull and process real SBA data sets using free or low-cost AI tools available right now.
  • Compliance & Practicality – Stay inside SBA and regulatory lines while deploying AI responsibly in your shop.

Why This Matters Now

The next generation of SBA loan growth will come from lenders who blend human expertise with machine intelligence.

Instead of spending hours manually searching spreadsheets, AI lets you pinpoint high-quality leads in minutes, freeing your team to focus on relationship building and closing deals.

This session will help you turn raw SBA data into a powerful, AI-driven lead-generation engine.

Who Should Attend

  • Lender SBA Management wanting to learn more about practical AI applications you can use today
  • SBA 7(a) and 504 lenders
  • SBA Business Development Officers
  • Marketing Officers
Pay with QuickBooks–
$500 Single Email User License
Pay with QuickBooks–
$800 Unlimited Access License
Download Registration Form

Your Training Instructor

Bob Coleman
Bob Coleman is the Author of “Easy Money, Hard Time: 19-COVID PPP Loan Fraud Stories.” He is the founder of Coleman Report, 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 SIPA industry awards including “Podcast of the Year” and as a producer of events and video training. His passion is getting capital to Main Street and Rural American small business.

How the Webinar Works

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 included when we distribute the presentation and handouts shortly before the webinar.

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.

Pay with QuickBooks–
$500 Single Email User License
Pay with QuickBooks–
$800 Unlimited Access License
Download Registration Form

3 Easy Ways to Order

1) ONLINE — Register and pay online via QuickBooks $500 or QuickBooks $800
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