

How Cross-Training Strengthens Your SBA Lending Program
Your SBA lending program is only as strong as your team – and in today’s highly-regulated and definitely fast-changing environment, success depends on your team’s collective understanding of the entire SBA loan lifecycle. And that’s where SBA Lender training – including cross-functional training – become more essential than ever.

Lori N. McCausland
Jan 5


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


Creating “Do What You Do” for Size Standard Analysis
Over the years, our Lender SBA consulting has brought us a lot of questions from clients. And those questions have ratcheted up since...

Rebecca Mendoza
Sep 3, 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...

Lori N. McCausland
Aug 5, 2024

