

Screen Outs: Finding the Positive – wait, WHAT?
No one wants to see that Screen Out message in their email in-box. But we like to look at what’s normally considered a negative and find...

Lori N. McCausland
Mar 2, 2023


Screen Outs - 5 common errors in Guaranty Purchase Packages
In this, our second article on the dreaded Screen Out notice from SBA, we’ll cover common errors in Guaranty Purchase packages, and what...

Rebecca Mendoza
Feb 16, 2023


Screen Outs - 5 common errors in Loan Origination Packages
After our client loan reviews in 2022, many of which included Screen Outs, we realized that we often see some of the same, repeating,...

Lori N. McCausland
Feb 2, 2023


Managing your loans through times of trouble
Economic downturn. Changes to interest rates. You know what’s coming, right? An increase in troubled loans. Which means an increase in...

Rebecca Mendoza
Jan 19, 2023


5 Tips to Erase Servicing Action Overwhelm
You’re drowning in details and SBA paperwork. Interest-rate changes are creating a deluge of SBA Servicing Actions. The economic slowdown...

Lori N. McCausland
Jan 6, 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 real perils of inexperience
The number of new business startups in the last few years simply exploded previous records. And that means more business owners than...

Lori N. McCausland
Nov 8, 2022


Past due loans? 5 Quick Tips
Sixty days goes by fast. And suddenly you have an SBA loan, or even several SBA loans, that are 60 days past due. What now? Everything...

Rebecca Mendoza
Oct 13, 2022


The clock is ticking … don’t miss SBA’s deadlines!
Do you have a list of all the SBA deadlines for your Standard 7a and Small SBA 7a loans? They’re essential to protect the guaranty,...

Rebecca Mendoza
Sep 23, 2022


How to Find Time – even when there’s never enough
Let’s face it: there’s never enough time. And there are so many SBA requirements to remember. You’re behind before you even start! Just...

Rebecca Mendoza
Sep 9, 2022

