Rebecca Mendoza
Nov 21
Avoid the Year-End Rush!
Hard to believe, but we’re well into the fourth – and final! – quarter of the year. So there’s a lot going on, not the least of which is...
Rebecca Mendoza
Oct 4
The 3 Most Common Underwriting Issues
Underwriting SBA loans requires attention to details, skill, and experience. As part of our lender consulting services , we routinely...
Lori N. McCausland
Oct 1
Electronic Loan File Stacking - Revisited
Do you remember our article back in 2022 on Electronic Loan File Stacking , a.k.a ELFS? Maybe not – 2022 was a long time ago! In that...
Lori N. McCausland
Sep 10
Got Workarounds?
We’d be willing to bet that your team has some creative workarounds for the sometimes annoying, yet generally unavoidable mismatches...
Rebecca Mendoza
Sep 3
Creating “Do What You Do” for Size Standard Analysis
Over the years, our Lender SBA consulting has brought us a lot of questions from clients. And those questions have ratcheted up since...
Lori N. McCausland
Aug 5
The Power of Consistency
As an SBA Lender Service Provider, we are asked to perform annual loan reviews for many of our clients. With each one we add to our pool...
Rebecca Mendoza
Aug 1
Change of Ownership: Details, Details!
As an SBA lender service provider, we see many things during our SBA loan reviews and SBA loan liquidation work. One area where we often...
Rebecca Mendoza
Jul 10
SBA Lender Training Saves Time and Money!
Sometimes, a client’s annual SBA loan review uncovers a pattern. That’s when we recommend one of our SBA lender training classes. This...
Rebecca Mendoza
Jul 5
The KISS Rule of SBA Disbursements
As part of our SBA lender consulting services, we’re often contracted to complete loan reviews. Whether it’s a post-closing review, an...
Rebecca Mendoza
Jun 4
Rebecca Mendoza: a Proud SBA 7(a) Geek
SBA Consultant We all have that thing – you know, the thing that keeps our attention, that energizes and challenges us. When I was a kid,...