Lori N. McCausland
- 3 days ago
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...
Rebecca Mendoza
- May 24
Five Common Collateral Perfection & Protection Errors
We often perform annual or post-closing file reviews for our clients. Perfecting and protecting collateral is an important part of these...
Lori N. McCausland
- May 11
The Guaranty Purchase Package: avoiding costly pitfalls
Ever failed to get to the finish line on a Guaranty Purchase for an SBA loan in default? It’s not a good thing, for obvious reasons:...
Rebecca Mendoza
- Apr 27
Form 1050: Common mistakes and helpful tips
It may not seem like the Form 1050 is all that complicated. But beware! It’s easy to make mistakes, especially when you have a pipeline...
Lori N. McCausland
- Mar 28
FTA 1502 Reporting: In Sync or Not In Sync?
Do you have FTA sync issues that you may not be aware of? If any of your 7(a) loans have gotten out of sync with the FTA (Fiscal Transfer...
Rebecca Mendoza
- Mar 14
Selling your SBA loans?
Do this first! Selling your SBA loans? It’s a fairly common thing to do. But a whole ‘nother level of responsibility comes with sales of...