

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


Change of Ownership: Details, Details!
As an SBA lender service provider, we see many things during our SBA loan reviews and SBA loan liquidation work. One area where we...

Rebecca Mendoza
Aug 1, 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...

Rebecca Mendoza
Jul 10, 2024


The KISS Rule of SBA Disbursements
As part of our SBA lender consulting services, we’re often contracted to complete loan reviews. Whether it’s a post-closing review, an...

Rebecca Mendoza
Jul 5, 2024


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

