SBA Secondary Market Summit (Washington DC, December 4) — Early Bird Registration Open for $995 Until 8/15

Coleman’s SBA Secondary Market Summit is back for 2025! Bob Judge will bring his decades of industry knowledge and expert insight to give us a glimpse of what to expect in 2026. Bob Coleman will moderate and put together the only program that brings together the Big Four of the SBA secondary market: Brokers, Investors, Sellers and SBA.

The Phoenix Park Hotel will serve as our main event venue, with Eddie Tuvin returning to host the pre-conference reception at the esteemed Cosmos Club. New management at SBA have also graciously continued the tradition of being an important part of the discussion with their onsite attendance.

Early registration for the Summit is now open with a special early bird offer — one seat for just $995 if purchased by August 15. Don’t miss this opportunity to save!

Register here

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SBA Insurance Compliance Under SOP 5010 8: Essential Requirements for Underwriters and Closers — Webinar 8/13

The updated SBA SOP 5010 8 introduces significant changes to insurance requirements for both 7(a) and 504 loans, placing heightened emphasis on lender compliance. A single oversight—such as a missing hazard, flood, or life insurance policy, or incomplete documentation in the credit memo or loan file—can lead to an SBA repair or even a complete denial of the guaranty.

Join Lance Sexton as he delivers key insights from the new SOP and recent SBA senior management guidance. Lance will provide lenders with actionable guidance on how to proactively and reactively comply with SBA’s insurance requirements to protect the guaranty.

Read more and register here

Leverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 8/20

SBA 7(a) collateral analysis and narrative preparation remain time-consuming, error-prone, and inconsistent across underwriting teams. With the new SBA SOP 50 10 8, lenders face expanded requirements for collateral valuation, lien documentation, and narrative support—all of which must be clearly presented in the credit memo. A poorly documented collateral section can lead to repairs, denials of guaranty, or costly buybacks.

Join our webinar to learn how to harness ChatGPT to perform SBA collateral analysis and craft compliant, thorough collateral narratives. Building on lessons from our Top 30 SBA Loan Exceptions webinar, you’ll learn how AI tools can help you proactively avoid the critical underwriting missteps that frequently invalidate SBA guarantees.

Read more and register here

PREVIOUS REPORTING

Georgia Businessman Brandt Frost IV Accused of Operating $140 Million Ponzi Scheme

Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells

A Coleman Conversation: Ray Drew

UPCOMING COLEMAN WEBINARS

Mid-Year Banking Briefing: Policy Shifts, Market Resilience & What’s Ahead — Free Webinar 8/5

Avoid Unforced Errors: Top 20 Reasons SBA Denies or Repairs the 7(a) Guaranty — Webinar 8/6

SBA Insurance Compliance Under SOP 5010 8: Essential Requirements for Underwriters and Closers — Webinar 8/13

Leverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 8/20

Lending Conference Schedule 2025

FLAGGL – September 17-19 (Orlando, FL)

NADCO Now – October 14-17 (Ft. Lauderdale, FL)

B2B Finance Expo – October 28-29 (Las Vegas, NV)

COLEMAN SOP LIBRARY

“Easy Money, Hard Time: 19-Covid PPP Loan Fraud Stories” by Bob Coleman

eBook Available for $14.95

Paperback available for $24.95

Hardcover available for $49.95

SBA 5010 8 (6/25) SBA Loan Policy

Paperback available on Amazon for $29.95

SBA 5057 3.1 (12/24) SBA Loan Servicing and Liquidation

Hardcover available on Amazon for $39.95

SBA 5056 1 (11/23) SBA Lender Policy

Hardcover available on Amazon for $39.95

COLEMAN YOUTUBE

Georgia Businessman Accused of Operating $140M Ponzi Scheme (8/1/25)

A Coleman Conversation: Ray Drew (7/30/25)

Kris Roglieri’s Art, Cars and Mansion Auctioned Off with Limited Payout (7/25/25)

A Coleman Conversation: Sean Murray of deBanked (7/23/25)