How Top SBA Loan Brokers Work with Lenders to Close More Deals — Thurs, May 28
What SBA lenders expect from brokers and how the best brokers consistently deliver bankable loan opportunities.
Coleman Professional Webinar Training
Date: Thursday, May 28, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording
Behind every successful SBA loan closing is a working relationship between the loan broker and the lender.
But what separates productive partnerships from frustrating transactions?
In this webinar, we will break down the real-world relationship between SBA loan brokers and SBA lenders, including how deals are sourced, packaged, underwritten, communicated, and closed.
We will discuss what lenders expect of brokers, how brokers can build credibility with banks and non-bank lenders, common mistakes that erode trust, and the operational realities of SBA loan production.
Topics include:
• The distinct roles of the broker versus the lender
• How lenders evaluate broker-submitted deals
• What makes a loan package “credit ready?”
• Common broker mistakes that kill transactions
• Compliance, ethics, and SBA expectations
• How experienced brokers help lenders grow production
• Building long-term lender relationships
• The economics behind broker compensation and referrals
• Communication strategies that keep deals moving
• What borrowers misunderstand about the process
Whether you are an SBA loan broker, banker, business development officer, lender service provider, or small business advisor, this session will provide a practical look at how successful SBA lending relationships are built.
Key Takeaway
The best SBA transactions happen when brokers and lenders operate as trusted partners focused on transparency, preparation, speed, and credit quality.
How the Webinar Works
We use Microsoft Teams as the webinar platform.
Recording
All Coleman webinars are recorded, and a link is sent to all attendees.
Single Site License
The single-site license grants your institution one viewing of the webinar. It is permissible to use a single-site license on one device in a conference room for multiple attendees to view. The webinar can be viewed on any device.
Multiple Site License
A multiple-site license is an unlimited access pass for anyone at your institution. You will be given a link that anyone in your email domain can use.
Webinar Links and Handouts
The webinar link will be included on your sales receipt.
The link will also be included when we send the presentation and handouts. These will be sent by eod the day before.
Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.
Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.
The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.
3 Easy Ways to Order
1) ONLINE — Register and pay online via QuickBooks
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.