
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

You’ve Been Audited. Now What?
The Office of Credit Risk Management (OCRM) picked your SBA portfolio to conduct an audit. It could be due to anything from a random...
Rebecca Mendoza
Apr 3

Lean on Us When…
We often see Lenders forget to take advantage of the support a Lender Service Provider (LSP) can offer. So, when should you lean on an...
Rebecca Mendoza
Apr 1

When Two Become One, in Three Parts: Part III
(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...
Lori N. McCausland
Mar 3

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

“Do What You Do” versus “Do What You Should Do”
As always, there was a lot to digest at the 2024 NAGGL conference. And as part of our SBA lender consulting services we spent some time...
Rebecca Mendoza
Jan 2

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

Do You AI?
Is AI taking over the world? Listening to some people, you might think so. But – slow down! Not so fast. We were fortunate to attend a...
Lori N. McCausland
Dec 11, 2024

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

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

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 pool...
Lori N. McCausland
Aug 5, 2024