OUR BLOG

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...

Has your brain ever convinced you that it remembers exactly how to complete a task? Perhaps it whispered to you that checklists are for...

(and what to do about them) Your SBA loan guarantee may be at risk during the eligibility, closing and funding stages if not documented...

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...

We often perform annual or post-closing file reviews for our clients. Perfecting and protecting collateral is an important part of these...

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:...

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...

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

Avoiding errors

Did you see the September 8th, 2021, SBA Notice 5000-814473 with the really long title? “Interim Advances: Guidance for Processing...

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...

WHEN YOU CLOSE, FUND AND SERVICE YOUR SBA 7a LOANS There’s a lot of heavy lifting in processing an SBA loan. From initial application to...

....and How to Avoid Them Whether you’re using non-delegated (GP) or delegated (PLP) submission processes, be sure to keep SBA...

Submission of the monthly 1502 report is one of the most important tasks for Lenders. The deadlines are tight, and accuracy is essential.

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