SBA's Guaranty Purchase Package. Seems simple enough to put together...but if you don't do it right, you don't get the money and it can make for lots of problems up the chain of command at your institution. Chief Credit Officers who want to make sure their staff is dotting all the "i's" and crossing all the "t's" in their submissions to Herndon MUST take advantage of our upcoming webinar. It's the most inexpensive peace of mind you can purchase.

This webinar will include detailed instructions on: the importance of checking your SBA Loan Authorization to assure that all necessary documents have been included in the package, verifying that said documents have been completed and executed per the SBA loan authorization, cautions about paying attention to the Note, detailed information about submitting your package electronically, and top reasons for denial.

What you will learn:

Common traps to avoid
And even better yet -- UNCOMMON traps to avoid (we've seen 'em all)
What the SBA is looking for in a good package
What information and materials must absolutely, positively be submitted with your package
What can legally and ethically be omitted from your package
What to do if you get stuck
Who you can and should call for help

Join The National Experts:

Kerri L. Agee
Manager Partner
Banc-serv PARTNERS, LLC. 
Kerri Agee is the President and founder of banc-serv PARTNERS LLC. She is a California native, who attended California State University-Chico. Kerri started her SBA lending career with The Money Store-- first in Sacramento then in Seattle, before being promoted and transferred to Indianapolis. banc-serv has closed more than 1500 small-business loans, servicing more than $440 million of SBA and US Department of Agriculture loans. Her company works with more than 150 bank partners nationwide.

Moderator:
Bob Coleman
Editor
Coleman Report
Bob Coleman is the Editor of the Coleman Report, an online media company covering the small business banking industry. He is the nationally recognized expert on small business banking. He is frequent contributor for Fox Business News. He has been quoted by all major financial media outlets including the Wall Street Journal, New York Times, CNN and Bloomberg.