How to Get SBA to Honor Its Guaranty
Online
Monday, June 23, 2025
- Tuesday, June 24, 2025
iCalendar
Central Standard Time
LIVE Daily Presentation:
June 23 - 11:00 am-4:30 pm Eastern | 10:00 am-3:30 pm Central | 9:00 am-2:30 pm Mountain | 8:00 am-1:30 pm Pacific
June 24 - 11:00 am-1:00 pm Eastern | 10:00 am-Noon Central | 9:00-11:00 am Mountain | 8:00-10:00 am Pacific
*Students will take a break from Noon-1:30 pm (central) on June 23.
Registration Deadline: June 19 (or until sold out)
Fee (per person*):
$595 Mbr, $1075 Non-Mbr
Government Rate: Contact NAGGL >
* Your registration fee covers one connection, for one individual
SBA only honors its loan guaranty if the lender can document that it “made, closed, serviced and liquidated the loan in accordance with SBA Loan Program Requirements and prudent lending practices”. This course provides guidance on the mechanics of the purchase process. Since protecting the guaranty starts during loan origination and continues through the purchase process, this course also shares tips for avoiding common deficiencies that result in repairs or denials of liability, making this a “must-take” course for every 7(a) lender.
On the Agenda
• Overview of Purchase Guidance
• When and How to Properly Request Purchase
• Understanding the Universal Purchase Package (UPP)
• SBA’s Purchase Review Process
• Common Denial of Liability Reasons from SOP 50 57 3
• How to Handle Proposed Repairs and Denials of Liability
• Care and Preservation of Collateral (CPC) Tabs
• Lenders’ Post-Purchase Responsibilities
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• After registration deadline, the fee per person increases by $150.
• Attendees will receive access to a secure portal prior to the course start date that includes course login information and the digital materials to download.
• Course will feature exercises, group discussions and course interactions – just like you’d experience at the in-person training.
• Attendance will be taken each day, and if applicable, you will receive diploma credit for attending the virtual course.