What Brokers Need to Know From SBA Lenders to Earn Up to 2 Points Referral Fee — 9/9
Get insider knowledge from an SBA lender turned broker!
A Coleman Webinar
Date: Tuesday, September 9, 2025
Time: 2:00 p.m. Eastern
Includes e-certification & recording
Join us as Gary Griffin, a trusted industry leader and former SBA lender, shares his expertise to help loan brokers level up their game. Discover how to streamline your processes, build stronger relationships with lenders, and unlock the potential for lucrative referral fees—all by mastering the art of submitting well-crafted loan packages.
This in-depth, actionable webinar will equip you with the tools and strategies you need to thrive in a competitive market—especially with the upcoming SBA loan cap changes.
Why You Can’t Afford to Miss This Webinar
Here are 20 reasons why attending this webinar is essential for loan brokers:
- Learn how to earn up to 2 points referral fee from lenders by providing exceptional loan packages.
- Discover the secrets to becoming more efficient and effective in working with SBA lenders.
- Gain insider tips from Gary Griffin, a seasoned SBA lender turned broker.
- Understand the challenges SBA lenders face—so you can overcome them on behalf of your clients.
- Master the process of obtaining and submitting correct documentation in the proper format.
- Save time for yourself and your clients with step-by-step guidance on efficiency.
- Build lasting relationships with SBA lenders who are eager to work with brokers.
- Position yourself as a trusted financial provider in your sales pipeline.
- Unlock the potential for faster approval decisions by submitting complete and professional packages.
- Discover what lenders really want from brokers—and how you can meet their expectations.
- Stay ahead of the curve with insights on the upcoming SBA loan cap of $10 million.
- Understand the importance of knowing the new SOP 5010 8.1 (Standard Operating Procedure)—this ensures you are fully compliant and abreast of all the latest requirements set forth by the SBA, which can significantly impact your loan approval rates and processing times.
- Learn why lenders require certain documentation—accurate and comprehensive documentation is crucial for lenders to make informed decisions. It mitigates risks, ensures compliance, and speeds up the approval process, ultimately leading to more successful loan outcomes for your clients.
- Increase your client satisfaction rates by delivering results faster than your competitors.
- Attract a steady stream of referrals by providing unparalleled value to lenders.
- Strengthen your personal brand and credibility within the SBA loan market.
- Gain access to proven strategies for navigating complex loan scenarios.
- Learn tips to mitigate common broker mistakes lenders often flag.
- Reduce delays and surprises in the loan approval process with practical action steps.
- Create streamlined processes in your business to scale your revenue potential.
- Learn how to differentiate yourself in a competitive loan brokerage market.
- Walk away with actionable next steps you can implement immediately to grow your business.
Who Should Attend?
This webinar is perfect for:
- Loan brokers looking to expand their SBA referral network.
- Brokers who want to maximize their earning potential by providing value to lenders.
- Financial service professionals who want to create long-term partnerships with SBA lenders.
- Anyone preparing for or currently working with SBA loans and adapting to loan cap changes.
Your Training Staff
Gary E. Griffin
Gary Griffin is celebrating 45+ years in the SBA space. His knowledge of SBA systems, procedures and training over multiple platforms is legendary. He is a CPA in both Tennessee and Georgia (inactive) and has served from Business Development Officer to CEO in several institutions, including SBA. Currently, he is involved with training with the business sales/acquisition community and the loan brokerage community. His training is a “How to” approach rather than providing boilerplate educational material.
Bob Coleman
Bob Coleman 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.
Coleman Report Webinar Benefits:
- Coleman Report webinars provide solutions to problems that left unaddressed will jeopardize the SBA loan guarantee.
- We give management the tools to create prudent credit boxes compliant with SBA’s standard operating procedures.
- We train your staff to ensure compliance of existing and new SBA rules and regulations.
- Tips that solve difficult SBA underwriting, servicing and liquidation challenges.
How the Webinar Works
We use Microsoft Teams as the webinar platform.
Recording
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 on your sales receipt.
The link will also be included when we send the presentation and handouts. These will be sent by eod the day before.
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 online via Quickbooks link $495
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