

Updated Insurance Requirements
Loan Applicants have always had to obtain appropriate insurance, and Lenders have always had to ensure it’s included in the Terms & Conditions and the Credit Memo. No new news there. But there are some new updates that Lenders should be aware of to make sure they remain in SBA compliance.

Rebecca Mendoza
3 hours ago


The “Modernized” Form 1502 – an Overview
SBA is releasing what they’re referring to as a “modernized” Form 1502 and filing process – and yes, it’s a definite improvement over the...

Lori N. McCausland
Dec 19, 2024


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
Nov 21, 2024


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...

Rebecca Mendoza
Sep 3, 2024


An SBA Geek in your Back Pocket?
We pride ourselves on being geeky about SBA 7(a) loans. Sure, some of our friends and family think that’s a little odd, but the simple...

Lori N. McCausland
Apr 12, 2024