

Non-delegated Lender? Slow down to speed up your 7(a) loans!
Ever driven past someone stopped for speeding? We all have. (Note: we’re not asking if you’ve ever been stopped for speeding!) We speed...

Lori N. McCausland
Nov 3, 2023


On a Different Note - Managing Stress
There’s no shortage of things causing stress in life, at work – and as an SBA Lender. Yikes. Let’s just look at recent concerns about...

Rebecca Mendoza
Oct 11, 2023


Documenting Equity Injection – Revisited
As we’re sure you recall, we discussed documenting equity injections in an article back in August of 2021. (Yes, that was a while ago....

Lori N. McCausland
Jun 8, 2023


Five common errors in EPC/OC loans
EPC/OC loans aren’t all that difficult. But that doesn’t mean things don’t get missed! Sometimes the simpler something is, the easier it...

Rebecca Mendoza
Apr 26, 2023


Oh, Those Prime Rate Increases
You knew it was coming – and yes, it’s here: Prime rate increases have been on the rise. On March 15th of 2020, the Prime rate went back...

Lori N. McCausland
Apr 19, 2023


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...

Rebecca Mendoza
Feb 16, 2023


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,...

Lori N. McCausland
Feb 2, 2023


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...

Rebecca Mendoza
Jan 19, 2023


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...

Lori N. McCausland
Jan 6, 2023


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
Dec 8, 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
Oct 13, 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 23, 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...

Rebecca Mendoza
Jul 20, 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...

Lori N. McCausland
Jul 7, 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...

Rebecca Mendoza
Jun 22, 2022


Form 1050: Common mistakes and helpful tips
It may not seem like the Form 1050 is all that complicated. But beware! It’s easy to make mistakes, especially when you have a pipeline...

Rebecca Mendoza
Apr 27, 2022