Rebecca Mendoza
- Mar 16
Screen Outs - The last word
Welcome to the final article in our series on SBA Screen Outs. You can find the others by following these links: Errors in Loan...
Lori N. McCausland
- Mar 2
Screen Outs: Finding the Positive – wait, WHAT?
No one wants to see that Screen Out message in their email in-box. But we like to look at what’s normally considered a negative and find...
Rebecca Mendoza
- Feb 16
Screen Outs - 5 common errors in Guaranty Purchase Packages
In this, our second article on the dreaded Screen Out notice from SBA, we’ll cover common errors in Guaranty Purchase packages, and what...
Lori N. McCausland
- Feb 2
Screen Outs - 5 common errors in Loan Origination Packages
After our client loan reviews in 2022, many of which included Screen Outs, we realized that we often see some of the same, repeating,...
Rebecca Mendoza
- Jan 19
Managing your loans through times of trouble
Economic downturn. Changes to interest rates. You know what’s coming, right? An increase in troubled loans. Which means an increase in...
Lori N. McCausland
- Jan 6
5 Tips to Erase Servicing Action Overwhelm
You’re drowning in details and SBA paperwork. Interest-rate changes are creating a deluge of SBA Servicing Actions. The economic slowdown...
Rebecca Mendoza
- Dec 8, 2022
5 Tips on Planning for the New Year
Yes, it’s December. We’re having a hard time believing that too – the year has whizzed by – but December it is, and that means it’s...
Rebecca Mendoza
- Oct 13, 2022
Past due loans? 5 Quick Tips
Sixty days goes by fast. And suddenly you have an SBA loan, or even several SBA loans, that are 60 days past due. What now? Everything...
Rebecca Mendoza
- Sep 23, 2022
The clock is ticking … don’t miss SBA’s deadlines!
Do you have a list of all the SBA deadlines for your Standard 7a and Small SBA 7a loans? They’re essential to protect the guaranty,...
Rebecca Mendoza
- Sep 9, 2022
How to Find Time – even when there’s never enough
Let’s face it: there’s never enough time. And there are so many SBA requirements to remember. You’re behind before you even start! Just...
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...
Lori N. McCausland
- Aug 4, 2022
Checklist? We don’t need no silly checklist!
Has your brain ever convinced you that it remembers exactly how to complete a task? Perhaps it whispered to you that checklists are for...
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
- Jul 7, 2022
5 Reasons to Keep Training your SBA Team
We’ve been receiving a lot of requests for training – and we love that our clients rely on us to help them make sure their SBA teams are...
Rebecca Mendoza
- Jun 22, 2022
Make SBA Loan Disbursements Easy (and error-free)!
You’d think disbursing a loan would be easy. Ha. Just when you think you have it down, a Borrower throws a curveball. Loan Disbursement...
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...