What Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee — November 5

Your Training Staff

Moderated by Bob Coleman, Publisher, Coleman Report

Panelists
– David Marcantonio, President, One Source Business Capital and President, NASLB
– Beau Eckstein, President, Emerge Lending and Vice President, NASLB
– Chris Hurn, President & CEO, Community Bank & Trust
– Chris Tomlinson, Senior Vice President and SBA Director, Optimum Bank

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Discover how to streamline your processes, build stronger relationships with lenders, and unlock the potential for lucrative referral fees—all by mastering the art of submitting well-crafted loan packages. Brokers who know how to present complete, lender-ready deals are the ones who consistently earn significantly higher referral fees from SBA lenders.

This in-depth, actionable webinar will equip you with the tools and strategies you need to thrive in a competitive market—especially with the proposed SBA 7(a) and 504 loan cap change to $10 million. The shifts in SBA policy will reshape how lenders evaluate referrals, and brokers who adapt quickly will be positioned to capture more income opportunities.

Hosted by the National Association of SBA Loan Brokers—the only industry group dedicated to professional SBA loan brokers—this webinar brings together leading SBA lender executives to reveal what you can do to maximize referral commissions. You’ll learn how referral fees are structured, what documentation lenders expect, and how to avoid compliance missteps that derail deals.

10 Topics:

1. SBA rules and regulations governing referral fees
2. How lenders calculate and structure referral payouts
3. The maximum fee you can earn and when it applies
4. Differences between SBA 7(a) and 504 referral opportunities
5. Documentation requirements for compliant referral agreements
6. The most common mistakes brokers make with referral fees
7. Types of deals and borrower profiles lenders want right now
8. Best practices for building lender relationships that pay
9. How to negotiate referral agreements without compliance risk
10. How to integrate SBA referral income into your brokerage business model

20 Things You Will Learn:

1. How to explain SBA’s referral fee rules to clients and partners
2. The maximum referral fee allowed and how to earn it
3. Which lenders are currently paying referral fees
4. The loan sizes and borrower types that generate referral payouts
5. How to structure agreements lenders will approve
6. What compliance red flags to avoid in agreements
7. The role of SBA Form 159 and why it matters
8. Which documentation lenders require before issuing payments
9. The differences in referral handling between 7(a) and 504 loans
10. How lenders review and approve referral payments
11. How to negotiate agreements that protect both broker and lender
12. How to report referral payments transparently in your business
13. How to position yourself as a preferred referral partner
14. Real examples of successful referral partnerships
15. How to overcome lender hesitation about referral agreements
16. Tips to scale referral income as a steady revenue stream
17. Strategies to increase your referral volume with minimal effort
18. How to monitor changes in SBA compliance rules that affect fees
19. How to approach lenders and start referral conversations
20. How to build long-term revenue growth through SBA referrals

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Registration

NASLB Members –$149
Special discounted rate for NASLB members.

Non-Members — $249
Includes access to this live training and replay.

Best Value: Webinar + NASLB Membership — $395
Get a full year of NASLB membership (normally $295) plus your registration for this webinar. Unlock member pricing for all future trainings and exclusive industry resources.

Reserve your spot today. Don’t miss your chance to learn directly from SBA lending leaders who pay referral fees and secure the strategies that will maximize your referral income.