

Streamlining Processes for Better Results
Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...

Lori N. McCausland
Feb 4, 2025


Projecting Success - Successfully
For a new business – or any business involving a complete change of ownership – to qualify for a loan, SBA requires fully-documented...

Rebecca Mendoza
Jan 10, 2025


“Do What You Do” versus “Do What You Should Do”
As always, there was a lot to digest at the 2024 NAGGL conference. And as part of our SBA lender consulting services we spent some time...

Rebecca Mendoza
Jan 2, 2025


The “Modernized” Form 1502 – an Overview
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...

Lori N. McCausland
Dec 19, 2024


Do You AI?
Is AI taking over the world? Listening to some people, you might think so. But – slow down! Not so fast. We were fortunate to attend a...

Lori N. McCausland
Dec 11, 2024


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

Rebecca Mendoza
Oct 4, 2024


Electronic Loan File Stacking - Revisited
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...

Lori N. McCausland
Oct 1, 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
Sep 10, 2024


Creating “Do What You Do” for Size Standard Analysis
Over the years, our Lender SBA consulting has brought us a lot of questions from clients. And those questions have ratcheted up since...

Rebecca Mendoza
Sep 3, 2024

