

Screen Outs: Finding the Positive – wait, WHAT?
No one wants to see that Screen Out message in their email in-box. But we like to look at what’s normally considered a negative and find...

Lori N. McCausland
Mar 2, 2023


Screen Outs - 5 common errors in Guaranty Purchase Packages
In this, our second article on the dreaded Screen Out notice from SBA, we’ll cover common errors in Guaranty Purchase packages, and what...

Rebecca Mendoza
Feb 16, 2023


Screen Outs - 5 common errors in Loan Origination Packages
After our client loan reviews in 2022, many of which included Screen Outs, we realized that we often see some of the same, repeating,...

Lori N. McCausland
Feb 2, 2023


Managing your loans through times of trouble
Economic downturn. Changes to interest rates. You know what’s coming, right? An increase in troubled loans. Which means an increase in...

Rebecca Mendoza
Jan 19, 2023


5 Tips to Erase Servicing Action Overwhelm
You’re drowning in details and SBA paperwork. Interest-rate changes are creating a deluge of SBA Servicing Actions. The economic slowdown...

Lori N. McCausland
Jan 6, 2023


5 Tips on Planning for the New Year
Yes, it’s December. We’re having a hard time believing that too – the year has whizzed by – but December it is, and that means it’s...

Rebecca Mendoza
Dec 8, 2022


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
Oct 13, 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


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 25, 2022


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...

Rebecca Mendoza
Jul 20, 2022


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...

Rebecca Mendoza
Jun 22, 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


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...

Rebecca Mendoza
May 24, 2022


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:...

Lori N. McCausland
May 11, 2022


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...

Rebecca Mendoza
Apr 27, 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


Have your PPP Borrowers been forgiven?
If you have Borrowers in your PPP loan portfolio who haven't yet applied for forgiveness, their time is running out. Forgiveness...

Lori N. McCausland
Feb 3, 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


Time To Review Your SBA Debt Refinance Process!
Did you see the September 8th, 2021, SBA Notice 5000-814473 with the really long title? “Interim Advances: Guidance for Processing...

Rebecca Mendoza
Oct 20, 2021

