OUR BLOG

Remember when “file stacking” was actually a Thing? Or did I just date myself? In case that was (ahem) before your time – it used to be...

Has your brain ever convinced you that it remembers exactly how to complete a task? Perhaps it whispered to you that checklists are for...

(and what to do about them) Your SBA loan guarantee may be at risk during the eligibility, closing and funding stages if not documented...

We’ve been receiving a lot of requests for training – and we love that our clients rely on us to help them make sure their SBA teams are...

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...

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...

We often perform annual or post-closing file reviews for our clients. Perfecting and protecting collateral is an important part of these...

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:...

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...

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...