Summary of Recent SBA Changes
SBA has issued a lot of new information in the last few weeks, creating a very real challenge for SBA teams trying to stay on top of all...
Rebecca Mendoza
Apr 7
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
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
Electronic Loan File Stacking - Revisited
Do you remember our article back in 2022 on Electronic Loan File Stacking , a.k.a ELFS? Maybe not – 2022 was a long time ago! In that...
Lori N. McCausland
Oct 1, 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 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