

Rebecca Mendoza
- Aug 16
New Borrower Certification Requirements
There’s either a Technical Update or revised SOP 50 10 7 coming soon, but who knows when “soon” will be. So, “Do what you do – until we...


Rebecca Mendoza
- Jul 24
SBA Says: Do What You Do!
There are a lot of changes in the new SOPs 50 10 7 and 50 57 3, and all of them are effective 8/1/2023. Yikes. That’s just a few days...


Lori N. McCausland
- Jun 8
Documenting Equity Injection – Revisited
As we’re sure you recall, we discussed documenting equity injections in an article back in August of 2021. (Yes, that was a while ago....


Lori N. McCausland
- Aug 25, 2022
Where in the world are the loan files?
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...


Rebecca Mendoza
- Jul 20, 2022
Common SBA Servicing Errors
(and what to do about them) Your SBA loan guarantee may be at risk during the eligibility, closing and funding stages if not documented...


Lori N. McCausland
- Jun 8, 2022
Components of a Great Procedure
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...