Your SBA Borrower Isn’t Providing Financial Statements or Tax Returns: 10 Actions SBA Lenders Should Take Today — Wed, June 24

Coleman Professional Webinar Training
Date: Wednesday, June 24, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording

The problem for the SBA lender is that SOP 5057 requires;

Lenders should monitor the Borrower’s creditworthiness, i.e., financial and operational condition, through the use of tools such as periodic submission of financial statements, contact with the Borrower via phone or site visits, and/or review of relevant financial data from sources such as credit reports, credit scores and tax returns. 

Loan Documents require the Borrower to submit financial statements, Prudent Servicing practices require Lenders to request and, if provided, review and analyze the financial statements in a timely manner. 

If financial statements are not provided, Lenders must demonstrate their use of an alternative method to monitor the Borrower’s financial condition. 

In this webinar, Lance Sexton will share a practical framework for portfolio monitoring, including how experienced lenders track borrower financial condition, document servicing actions, and respond when required financial statements are delayed or unavailable. He will discuss 10 specific actions lenders can implement immediately, along with practical approaches for analyzing borrower financial information when it is received and alternative methods for monitoring credit quality when it is not.

The discussion is designed for experienced SBA professionals responsible for portfolio performance, servicing decisions, and guaranty protection. Participants will have the opportunity to compare their current practices with lenders’ approaches across the industry and evaluate how those practices align with prudent servicing expectations.

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 for multiple attendees to view. 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 anyone in your email domain can use.

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 online 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 818-974-8934.