On Demand: Prudent Loan Closing
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Friday, March 27, 2026
- Saturday, June 27, 2026
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On Demand — Recording | March 26: Prudent Loan Closing
Fee (per person):
- Members: $405
- Non-Members: $750
When a lender is authorized to make 7(a) loans, SBA expects lenders know how to originate, process, close, service, liquidate and litigate the loans in their 7(a) portfolio. What steps should a lender take to make sure they have a prudent closing process that is compliant with SBA requirements? This recording takes a look at the loan closing process including basic SBA 7(a) fundamentals such as review of the E-Tran terms and conditions document and the lender’s credit memo, documenting an obligor, due diligence and proper closing documentation.