Summary of Recent SBA Changes
SBA has issued a lot of new information in the last few weeks, creating a very real challenge for SBA teams trying to stay on top of all...
Rebecca Mendoza
Apr 7
You’ve Been Audited. Now What?
The Office of Credit Risk Management (OCRM) picked your SBA portfolio to conduct an audit. It could be due to anything from a random...
Rebecca Mendoza
Apr 3
Lean on Us When…
We often see Lenders forget to take advantage of the support a Lender Service Provider (LSP) can offer. So, when should you lean on an...
Rebecca Mendoza
Apr 1
When Two Become One, in Three Parts: Part III
(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...
Lori N. McCausland
Mar 3
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...
Lori N. McCausland
Feb 4
“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...
Rebecca Mendoza
Jan 2
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...
Rebecca Mendoza
Oct 4, 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
Oct 1, 2024
Got Workarounds?
We’d be willing to bet that your team has some creative workarounds for the sometimes annoying, yet generally unavoidable mismatches...
Lori N. McCausland
Sep 10, 2024