

You’ve Been Audited. Now What?
The Office of Credit Risk Management (OCRM) picked your SBA portfolio to conduct an audit. It could be due to anything from a random...

Rebecca Mendoza
Apr 3


Lean on Us When…
We often see Lenders forget to take advantage of the support a Lender Service Provider (LSP) can offer. So, when should you lean on an...

Rebecca Mendoza
Apr 1


When Two Become One, in Three Parts: Part I
Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...

Lori N. McCausland
Feb 5


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


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...

Lori N. McCausland
Aug 5, 2024


Have you scheduled your 2024 SBA Loan Review?
We’re nine months into a whole slew of SBA SOP changes. Your SBA packaging processes and procedures should be fully updated by now, and...

Rebecca Mendoza
May 10, 2024


Look out – here comes 2024!
It’s been a lot these last few months. Three new SOPs from SBA ( 50 10 7 , 50 57 3 , and the updates in 50 10 7.1 ). Inflation...

Rebecca Mendoza
Dec 11, 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


The 8 Most Common Loan Review Deficiencies
In light of the SBA’s 7a Connect Call in January, this is a good time to review the most-common mistakes or problems that SBA’s Office of...

Lori N. McCausland
Mar 1, 2022


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

Lori N. McCausland
Nov 22, 2021


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

