
Lori N. McCausland
6 days ago
Streamlining Processes for Better Results
Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...

Rebecca Mendoza
Jan 2
“Do What You Do” versus “Do What You Should Do”
As always, there was a lot to digest at the 2024 NAGGL conference. And as part of our SBA lender consulting services we spent some time...

Lori N. McCausland
Dec 11, 2024
Do You AI?
Is AI taking over the world? Listening to some people, you might think so. But – slow down! Not so fast. We were fortunate to attend a...

Rebecca Mendoza
Oct 4, 2024
The 3 Most Common Underwriting Issues
Underwriting SBA loans requires attention to details, skill, and experience. As part of our lender consulting services , we routinely...

Lori N. McCausland
Oct 1, 2024
Electronic Loan File Stacking - Revisited
Do you remember our article back in 2022 on Electronic Loan File Stacking , a.k.a ELFS? Maybe not – 2022 was a long time ago! In that...

Lori N. McCausland
Sep 10, 2024
Got Workarounds?
We’d be willing to bet that your team has some creative workarounds for the sometimes annoying, yet generally unavoidable mismatches...

Rebecca Mendoza
Aug 1, 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 often...

Rebecca Mendoza
Jul 5, 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
Jun 1, 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...

Lori N. McCausland
May 14, 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....