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Best Practices: SBA Issues an Updated Servicing and Liquidation Actions 7(a) Lender Matrix

As SBA loan program rules continue to evolve, one of the most valuable tools available to 7(a) lenders is the SBA Servicing and Liquidation Actions Lender Matrix. While…
  • December 3, 2025
  • Kimberly A. Rayer

Best Practices: When Is Debt Current and Eligible for Refinancing?

Under 13 CFR §§ 120.140(j)(1) and 120.201 SBA-guaranteed loan proceeds may not be used to pay a creditor in a position to sustain a loss and the debt…
  • November 19, 2025
  • Janet M. Dery

Best Practices: SOP 50 57 4 Is Now In Effect

There is quite a bit of information for SBA lenders to keep track of at the moment.  As a reminder, the new SOP 50 57 4 (the “SOP”),…
  • November 5, 2025
  • Lyndsay Rowland

Best Practices: Obtaining a Pro Forma Policy or Marked-up Title Commitment

Title insurance serves several important functions for lenders.  Primarily, it insures that the lien created by a mortgage, deed of trust or security deed is valid and enforceable…
  • October 29, 2025
  • Katie O'Brien

Best Practices: Lien Releases During Loan Servicing of an SBA 7(a) Loan

SBA lenders are often asked by borrowers or guarantors to release or subordinate collateral during the life of an SBA 7(a) loan. This collateral can include both personal…
  • October 21, 2025
  • Timothy D'Lauro

Best Practices: Continued Analysis of Procedural Notice 5000-872764

As discussed in last week’s article “Recent 504 and 7(a) Program Updates”, effective September 30, 2025, SBA released Procedural Notice 5000-872764 (the “Notice”) amending certain provisions of SOP…
  • October 14, 2025
  • Michelle Sergent Kaas
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