OUR BLOG

Back in December, we believed FTA’s SBA training looked reasonably well done and complete. While there have been many opportunities for training sessions, there’s still confusion surrounding error codes and exactly how to fix them. We can offer Lender consulting services to support your team while they work their way through these issues.

Pain points. Bottlenecks. Inefficiencies. Every SBA Portfolio Manager deals with them. And your SBA portfolio can stagnate if you don’t...

SBA has issued a lot of new information in the last few weeks, creating a very real challenge for SBA teams trying to stay on top of all...

The Office of Credit Risk Management (OCRM) picked your SBA portfolio to conduct an audit. It could be due to anything from a random...

We often see Lenders forget to take advantage of the support a Lender Service Provider (LSP) can offer. So, when should you lean on an...

(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...

Part I of our series on how to handle the SBA portfolio during a merger – discussed what you need to do before the merger: assessing the...

Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...

Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...

For a new business – or any business involving a complete change of ownership – to qualify for a loan, SBA requires fully-documented...