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Use our new "email address only" order form!
Order by Phone:
1-800-617-1380
Date:
Tuesday, July 24, 2012
Length:
Approximately 75 minutes
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
Sponsored by PCFS 2000
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What SBA Expects from
Six, 7(a) Processing Forms
Form 4-I -- Lender's Application for
Guaranty
Form 4 -- Application for Business Loan
Form 4506-T -- Request for Transcript of Tax Return
Form G-845 -- Document Verification Request
SBA Eligibility Questionnaire for Standard 7(a) Guaranty
Form 912 -- Statement of Personal History
When: Tuesday, July 24, 2012
Price: $289.00
2:00 PM Eastern
1:00 PM Central
12:00 PM Mountain
11:00 AM Pacific
Complimentary Bob and Charles Show on SBA News of the Day: 1:50 p.m. to 2:00 p.m.
Use our new "email address only" order form!
If you are a past customer you may sign up for any Coleman webinar using only
your email address. We will charge your credit card on file, or send you a
Paypal request for payment.
Learn what SBA is telling the lending community
about filling out its forms correctly in the packaging phase of your SBA
7(a) loans.
Whether you are a PLP, CLP, or GP lender, this information is critical
to ensure you are following proper procedures to protect your loan
guaranty.
The concept of a "complete" SBA loan packages changes over time. We will
update you as the latest expectations from SBA from you in completing
the loan package.
We will examine the common issues that can delay processing times, both
with your internal process, and at the SBA loan processing center at
Citrus Heights.
You will learn:
• How to assemble a complete package
• The common mistakes lenders make that cause their loans to get
rejected by the SBA loan processing center
• What information you need to complete the forms and what actions need
to be taken
• Steps to take to ensure you don't have any form deficiencies, for both
your SBA review, and for a potential Herndon 10-tab purchase package.
• Best practices of submitting your loan forms through E-tran.
• Best practices of physical file storage
Who should attend
SBA department managers
SBA loan underwriters
SBA loan packagers
SBA loan closers
Sponsored by PCFS 2000
About PCFS 2000
PCFS 2000 provides the finest software products designed specifically for SBA lenders by addressing all of the unique needs of this specialized industry. Our "Prospect to Payoff" solution includes SBA Loan Manager, a complete SBA loan accounting and reporting system (including 1502), and complemented by SBA Form Wrx, a robust system for packaging and underwriting SBA loans. www.pcfs2000.com.
Join our Expert Instructor:
 Lisa
G. Lerner
Owner, Member
Enhanced Consultive Solutions, LLC ("ECS")
Ms. Lerner's professional experience spans over 28 years in the financial arena,
with strong expertise in Small Business Administration lending, most recently
operating ECS since 2004. ECS is an agency (SBA) approved lender service
provider and provides guidance, and technical support to small and mid- size
lenders. She and her husband, Nelson, are also certified pet therapy teams with
their dogs volunteering with the nonprofit organization, Gabriel's Angels- "Pets
helping kids."
 Bob
Coleman
Editor
Coleman Report
Bob Coleman is the Author of "Money Money Everywhere And
Not a Drop For Main Street". Coleman is the Editor of the Coleman Report, a
trade newsletter for small business bankers. He is the nationally recognized
expert on small business banking. He has appeared on Fox Business News and CNN
and has been quoted by most major financial media outlets including the Wall
Street Journal, New York Times and Bloomberg. He has spoken at numerous small
business banking events across the United States, including international
engagements. Coleman has a B.A. in Medieval History from the University of
California Santa Barbara and a M.B.A. in Real Estate Finance from the University
of Southern California.
About Coleman Webinars
Coleman takes great pride in bringing you the foremost
experts in our industry. Not only our experts chosen with care, we bring you
instructors who are excellent teachers of their craft. Coleman's Webinars
provide 75 minutes of highly specialized information, access to industry
experts, live Q&A, and step-by-step "how-to's" on a variety of topics relevant
to today's small business banker. Coleman hosts five to six webinars a month,
making us the largest producer of webinars for the small business banking
industry in the country. Monthly SBA topical webinars are conducted by John Dunn
and Lisa Lerner, our national professional SBA instructors.
Dunn and Lerner's presentations solve pressing problems facing today's SBA
lending professionals. On the second Tuesday of the month, the author of the
bestselling "The SBA Loan Book" and the just released book, "Get Financing Now,"
Charles Greene presents a program on a topical small business lending
underwriting subject. An SBA loan liquidation themed webinar the third Tuesday
of each month. We rotate the instruction with three of the finest experts in the
country -- Ethan Smith of SBA lender boutique law firm Starfield and Smith, SBA
lender attorney Mitch Fogel, and Kerri Agee, of banc-serv, the president of the
largest SBA loan service provider in the country.
Our SBA University webinars are for small business lending sales personnel who
wish to learn, and refresh, outstanding sales techniques to achieve over-the-top
sales goals.
Finally, we offer a monthly series of topics for bank chief credit officers to
help them with the ever evolving world of loan reporting issues. Our
professional instructors are Bob Judge of Government Loan Solutions and Jon
Winick of Clark Street Capital.
Why a Webinar?
It's very cost effective. No airfare, no hotels. Just cram
as many people as you wish into your conference room and turn on the computer.
You have two options to listen to the program--phone, or through your computer
speakers. You are only charged for the connection. When you purchase unlimited
access, there is no additional charge for multiple attendees. A great benefit of
the program is that you have the ability to ask questions directly of the
panelists. Or, you may simply email Coleman during the program and he will air
your question. All of our webinars are recorded. Buyers of the unlimited site
license option will receive a DVD recording of the event to share with anyone
you wish. A transcript of the program is also provided to purchasers of the
unlimited site license.
How it Works
We use Go-to-Meeting as our platform. You will receive a
link that will direct you to an Internet site to view the presentation. Nothing
will be downloaded to your computer. If you would like to test this process to
make sure you will be able to access the link through your system's firewall,
just send an email to joseph@colemanpublishing.com, and he will walk you through
it. You may choose to listen to the program separately from the on-line visual
presentation. Before the event, we will email you the presentation that you may
distribute to all of your attendees.
The Bob and Charles Show
Log and dial in ten minutes before each Coleman webinar to
hear the "Bob and Charles Show" with Bob Coleman and Charles Greene. We do this
for two reasons. First, the pre-show confirms you are successfully connected to
the webinar. Second, we provide you a synopsis of the current news to help you
place what is happening to the small business lending industry in context. Join
us for this free feature!
The Fine Print
1) The single user registration fee of $289 is based on location not attendance.
You may have as many people in one location attend. You many distribute the
materials to anybody in your company.
2) For only $100 more, you may invite as many people from your institution from
as many locations as you wish. (You also get the DVD and transcript!)
3) Substitutions are allowed at no charge.
4) Cancellations receive a 100% credit for any Coleman product.
5) As with all our products, we offer a 100% money back satisfaction guaranty --
no questions asked.
Five Easy Ways to Order:
Call Joseph Coleman at 800-617-1380
E-mail bob@colemanreport.com
Fax the
order form to: 818-790-7859
Mail the
order form to: Coleman Publishing, PO Box 546, La Cañada, CA 91012
Bob Coleman
Publisher
P.O. Box 546
La Cañada, CA 91012
(818) 790-4591
(c) 2012 All Rights Reserved
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