

What's Up With Your SBA Form 1502 Reporting?
Lori’s current SBA-geek fun: facilitating a monthly SBA Form 1502 Roundtable, with over 50 participants from 25 different Lenders.
From our experience working with clients and from what we hear from Lenders at the Roundtable, there are four primary early-warning signs of SBA Form 1502 reporting trouble. All of them relate to mismatches between Lender and FTA records.

Lori N. McCausland
Aug 5


Beyond Eligibility to Long-Term Success
In SBA 7(a) Lending, you obviously have to focus on the factors that make a loan eligible. Business acquisition, partner buyout, equipment purchase, working capital – these criteria matter for compliance and eligibility.
But those criteria, while important, aren’t the only factors that determine whether a deal succeeds.
As SBA Lender service providers and consultants, we recognize that all loans are unique unto themselves.

Rebecca Mendoza
May 1

