

Rebecca Mendoza: a Proud SBA 7(a) Geek
SBA Consultant We all have that thing – you know, the thing that keeps our attention, that energizes and challenges us. When I was a...

Rebecca Mendoza
Jun 4, 2024


Best Practices for Working Capital
Working capital. We talk about it a lot with our clients during our SBA training sessions. It might be a discussion in one of the lender...

Rebecca Mendoza
Jun 1, 2024


Lori McCausland: a proud SBA 7(a) Geek
For almost my entire career in banking, new projects were handed to me to learn, build initial processes, and then train everyone else. ...

Lori N. McCausland
May 14, 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


An SBA Geek in your Back Pocket?
We pride ourselves on being geeky about SBA 7(a) loans. Sure, some of our friends and family think that’s a little odd, but the simple...

Lori N. McCausland
Apr 12, 2024


SBA Training for Lenders
Have you been staying on top of all the recent changes from SBA? New forms, new SOPs, a veritable snowstorm of notices and white papers –...

Rebecca Mendoza
Apr 5, 2024


Injection: Changes to Requirements, Evidence, & Sourcing
Equity injection has always been an integral part of SBA Lending. And it’s always been an area where errors can impact the Lender’s...

Rebecca Mendoza
Mar 12, 2024


If Not Deferral, Then…What?
We’ve been covering questions about deferrals in several recent articles. And our clients continue seeing a rise in Borrowers’ requests...

Rebecca Mendoza
Feb 28, 2024


Deferrals: Working Together in Tough Times
Your Borrowers don’t always experience smooth sailing. Sometimes they get stuck, run into difficulties, and end up with what everyone...

Lori N. McCausland
Feb 13, 2024


The New Form 1919 – Takeaways from SBA Training
SBA released a lot of new forms at the end of 2023. One of them was the much-anticipated streamlined Form 1919, bringing it into...

Lori N. McCausland
Feb 6, 2024

