Level 1 – Servicing Track

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Online  

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Thursday, January 01, 2026 - Thursday, December 31, 2026   iCalendar Central Standard Time

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On Demand Course — Now Available!

Understand what it means and what happens when a loan goes into servicing, and how to manage requests correctly. This track provides practical insights into types of servicing actions, servicing responsibilities, loan monitoring, and the different types of workout options

Fee (per person):

• Members:   $495
• Non-Members:   $695

Overview

The Level 1 Servicing track builds essential knowledge for managing SBA 7(a) loans in servicing from the different types of servicing actions through workouts.

Across five courses, learners gain a practical understanding of servicing authorities, assessing servicing requests, how to handle loans sold on the secondary market, why it’s important to monitor loans, and how to use workouts to help borrowers. The track is fully on demand, allowing learners to move at their own pace, with 30 days to complete all coursework.

Course 1 – Servicing Actions Overview
Course 2 – Types of Servicing Actions
Course 3 – Secondary Market and Prepayments
Course 4 – Loan Monitoring
Course 5 – Workouts
 

Requirements

No prerequisites are required to take this track. However, it is highly recommended that each learner complete the following courses before beginning this track:

Cornerstones: Introduction to SBA, 7(a) and NAGGL

Foundations in 7(a) Lending

Earn

• 1 of 5 Required tracks to earn the Level 1 Mastery badge
• 1 of 4 Required tracks to earn the Servicing Specialist badge
• Completion of this track earns 5 CEUs (valid for 24 months from the date of completion)