

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...

Lori N. McCausland
Nov 8, 2022


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...

Rebecca Mendoza
Sep 9, 2022


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...

Lori N. McCausland
Jul 7, 2022


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...

Lori N. McCausland
Jun 8, 2022


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...

Lori N. McCausland
Mar 28, 2022


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...

Rebecca Mendoza
Mar 14, 2022


How to respond to the dreaded Screenouts!
Screenouts! Such a dreaded word in the world of SBA lending! They always come at the most inopportune time, are a total surprise...

Rebecca Mendoza
Feb 14, 2022


When routine is - not - beware!
In our liquidation work with Lenders, we often see how the lack of a Litigation Plan leads to a number of problems. The most painful...

Rebecca Mendoza
Dec 6, 2021


Loan Review Exceptions: it's (too) easy to make mistakes
Avoiding errors

Lori N. McCausland
Nov 22, 2021


Quick NAGGL Conference Update!
5 Takeaways from the Breakout Sessions It was so good to be back to in-person attendance at the Annual NAGGL Conference last week in San...

Rebecca Mendoza
Nov 3, 2021


Are You Ready for the 1502 Report Submission Changes?
Are your 1502 reports in balance with Colson Services and SBA? Or do you cringe on the 20th of each month, hoping you don't receive a...

Lori N. McCausland
Jul 20, 2021


Stressed by Workouts & Liquidations?
5 Tips to make Workout and Liquidation More Fun! Okay, let’s be real: nothing about Workout and Liquidation is fun. But that doesn’t mean...

Rebecca Mendoza
Jul 5, 2021


So you want to start up an SBA Department? Read this first!
So you want to start up an SBA Department? Read this first!

Lori N. McCausland
Jun 22, 2021


The Importance of Training...
How cross training your SBA Team can improve your Program Your SBA Program is only as successful as the sum of its parts. And a key...

Rebecca Mendoza
Jun 9, 2021


How a 3rd Party Vendor Adds Value to Your Program
Leveraging the use of a Lender Service Provider SBA Lenders: you’re drowning in the world of PPP Lending. On top of that, many of you are...

Rebecca Mendoza
Apr 13, 2021


Five 1502 Report Errors that Could Affect Your Bottom Line
Submission of the monthly 1502 report is one of the most important tasks for Lenders. The deadlines are tight, and accuracy is essential.

Lori N. McCausland
Mar 30, 2021


Back to the Business of 7a Lending
We’re all wondering: When will life return to pre-COVID? Will we return to pre-COVID? What will that even look like? Mostly, we just...

Rebecca Mendoza
Mar 10, 2021


What you Need to know about Section 1112 Round 2 Payments
Includes the 2/16/2021 Adjustment Notice Updates to Round 1 and 2 In our last article, we discussed the highlights of the Expanded...

Lori N. McCausland
Feb 23, 2021


The Role of a Lender Service Provider (LSP)
It is a subject that comes up quite often- just what is a Lender Service Provider? In its simplest form, an LSP acts as an agent who...

Rebecca Mendoza
Dec 17, 2020


New Year, New Beginnings
5 STEPS TO ACHIEVE SUCCESS WITH YOUR 2021 SBA LENDING PROGRAM
As 2020 has wound down, many lenders are still reeling from the unprecedented

Lori N. McCausland
Dec 16, 2020

