

Acquisition Due Diligence
I’m just back from this year’s America East conference, and one of the things I heard from several attendees was – acquisitions are still happening, and the people inheriting the acquired bank’s SBA portfolio are concerned.

Lori N. McCausland
Sep 1, 2025


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


The Positive Side of Pain Points
Pain points. Bottlenecks. Inefficiencies. Every SBA Portfolio Manager deals with them. And your SBA portfolio can stagnate if you don’t...

Rebecca Mendoza
May 1, 2025


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

