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
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
“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 “Modernized” Form 1502 – an Overview
SBA is releasing what they’re referring to as a “modernized” Form 1502 and filing process – and yes, it’s a definite improvement over the...
Lori N. McCausland
Dec 19, 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...
Lori N. McCausland
Dec 11, 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
Aug 1, 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
Jul 5, 2024
An SBA Geek in your Back Pocket?
We pride ourselves on being geeky about SBA 7(a) loans. Sure, some of our friends and family think that’s a little odd, but the simple...
Lori N. McCausland
Apr 12, 2024
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