Lori N. McCausland
- Nov 8
The real perils of inexperience
The number of new business startups in the last few years simply exploded previous records. And that means more business owners than ever...
Rebecca Mendoza
- Oct 13
Past due loans? 5 Quick Tips
Sixty days goes by fast. And suddenly you have an SBA loan, or even several SBA loans, that are 60 days past due. What now? Everything...
Rebecca Mendoza
- Sep 23
The clock is ticking … don’t miss SBA’s deadlines!
Do you have a list of all the SBA deadlines for your Standard 7a and Small SBA 7a loans? They’re essential to protect the guaranty,...
Rebecca Mendoza
- Sep 9
How to Find Time – even when there’s never enough
Let’s face it: there’s never enough time. And there are so many SBA requirements to remember. You’re behind before you even start! Just...
Lori N. McCausland
- Aug 25
Where in the world are the loan files?
Remember when “file stacking” was actually a Thing? Or did I just date myself? In case that was (ahem) before your time – it used to be...
Lori N. McCausland
- Aug 4
Checklist? We don’t need no silly checklist!
Has your brain ever convinced you that it remembers exactly how to complete a task? Perhaps it whispered to you that checklists are for...
Rebecca Mendoza
- Jul 20
Common SBA Servicing Errors
(and what to do about them) Your SBA loan guarantee may be at risk during the eligibility, closing and funding stages if not documented...
Lori N. McCausland
- Jul 7
5 Reasons to Keep Training your SBA Team
We’ve been receiving a lot of requests for training – and we love that our clients rely on us to help them make sure their SBA teams are...
Rebecca Mendoza
- Jun 22
Make SBA Loan Disbursements Easy (and error-free)!
You’d think disbursing a loan would be easy. Ha. Just when you think you have it down, a Borrower throws a curveball. Loan Disbursement...
Lori N. McCausland
- Jun 8
Components of a Great Procedure
What Makes a Great Procedure? So – you want to update (or write from scratch!) your procedures? YAY. If you’ve followed us at all, you...