OUR BLOG

Applicant certification requirements under the recently-released SOP 50 10 8 are a mix of new, changed, and familiar. Many of the Applicant certifications can be found in the current Form 1919 from February 2025. However, we’ve heard that an updated Form 1919 is on the way, though its release date – and its changes – haven’t yet been announced.

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...

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...

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...

Underwriting SBA loans requires attention to details, skill, and experience. As part of our lender consulting services , we routinely...

Do you remember our article back in 2022 on Electronic Loan File Stacking , a.k.a ELFS? Maybe not – 2022 was a long time ago! In that...

Over the years, our Lender SBA consulting has brought us a lot  of questions from clients. And those questions have ratcheted up since...

As part of our SBA lender consulting services, we’re often contracted to complete loan reviews. Whether it’s a post-closing review, an...