On Demand: Monitoring the SBA 7(a) Loan Portfolio

---

Online  

---

Friday, April 03, 2026 - Friday, July 03, 2026   iCalendar Central Standard Time

---

On Demand — Recording | April 2: Monitoring the Loan Portfolio

Fee (per person):

• Members:   $405 
• Non-Members:   $750

SBA requires lenders to monitor each 7(a) loan after final disbursement to assure that no changes have occurred that impact the loan and to verify the borrower’s ongoing creditworthiness. SOP 50 57 4 gives suggestions for ways to accomplish this mandatory loan monitoring, but that’s not all a lender must do for their portfolio. SBA requires lenders to annually risk rate their loans – is that happening for your 7(a) loans? This session will review industry best practices for monitoring borrowers and how to meet SBA’s ongoing loan monitoring and risk rating requirements.