

“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


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


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


The Power of Consistency
As an SBA Lender Service Provider, we are asked to perform annual loan reviews for many of our clients. With each one we add to our pool...

Lori N. McCausland
Aug 5, 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


SBA Lender Training Saves Time and Money!
Sometimes, a client’s annual SBA loan review uncovers a pattern. That’s when we recommend one of our SBA lender training classes. This...

Rebecca Mendoza
Jul 10, 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


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....

Lori N. McCausland
May 14, 2024