
Lori N. McCausland
Mar 3
When Two Become One, in Three Parts: Part III
(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...

Lori N. McCausland
Sep 10, 2024
Got Workarounds?
We’d be willing to bet that your team has some creative workarounds for the sometimes annoying, yet generally unavoidable mismatches...

Lori N. McCausland
Aug 5, 2024
The Power of Consistency
As an SBA Lender Service Provider, we are asked to perform annual loan reviews for many of our clients. With each one we add to our pool...

Rebecca Mendoza
Jul 10, 2024
SBA Lender Training Saves Time and Money!
Sometimes, a client’s annual SBA loan review uncovers a pattern. That’s when we recommend one of our SBA lender training classes. This...