

The Critical Importance of Updating E-Tran Data When SBA Loans Change: Tips for Lenders
Too often, loan changes occur—whether minor borrower updates or significant structural modifications—without being fully reflected in E-Tran. That oversight can result in servicing issues, audit flags, or worse: denial of the SBA guarantee.
Here’s why every lender should treat E-Tran updates as an important part of their SBA loan servicing workflow.

Lori N. McCausland
Jul 3, 2025


When Two Become One, in Three Parts: Part II
Part I of our series on how to handle the SBA portfolio during a merger – discussed what you need to do before the merger: assessing the...

Lori N. McCausland
Mar 1, 2025


When Two Become One, in Three Parts: Part I
Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...

Lori N. McCausland
Feb 5, 2025


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, 2025


Avoid the Year-End Rush!
Hard to believe, but we’re well into the fourth – and final! – quarter of the year. So there’s a lot going on, not the least of which is...

Rebecca Mendoza
Nov 21, 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


Rebecca Mendoza: a Proud SBA 7(a) Geek
SBA Consultant We all have that thing – you know, the thing that keeps our attention, that energizes and challenges us. When I was a...

Rebecca Mendoza
Jun 4, 2024

