

Make SBA Loan Disbursements Easy (and error-free)!
You’d think disbursing a loan would be easy. Ha. Just when you think you have it down, a Borrower throws a curveball. Loan Disbursement...

Rebecca Mendoza
Jun 22, 2022


Components of a Great Procedure
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...

Lori N. McCausland
Jun 8, 2022


Five Common Collateral Perfection & Protection Errors
We often perform annual or post-closing file reviews for our clients. Perfecting and protecting collateral is an important part of these...

Rebecca Mendoza
May 24, 2022


The Guaranty Purchase Package: avoiding costly pitfalls
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:...

Lori N. McCausland
May 11, 2022


Form 1050: Common mistakes and helpful tips
It may not seem like the Form 1050 is all that complicated. But beware! It’s easy to make mistakes, especially when you have a pipeline...

Rebecca Mendoza
Apr 27, 2022


FTA 1502 Reporting: In Sync or Not In Sync?
Do you have FTA sync issues that you may not be aware of? If any of your 7(a) loans have gotten out of sync with the FTA (Fiscal Transfer...

Lori N. McCausland
Mar 28, 2022


Selling your SBA loans?
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...

Rebecca Mendoza
Mar 14, 2022


The 8 Most Common Loan Review Deficiencies
In light of the SBA’s 7a Connect Call in January, this is a good time to review the most-common mistakes or problems that SBA’s Office of...

Lori N. McCausland
Mar 1, 2022


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

Rebecca Mendoza
Feb 14, 2022


Have your PPP Borrowers been forgiven?
If you have Borrowers in your PPP loan portfolio who haven't yet applied for forgiveness, their time is running out. Forgiveness...

Lori N. McCausland
Feb 3, 2022

