Greetings!

That’s both energizing … and a bit daunting!

It’s a chance to look ahead and think about what SBA means to both Borrowers and Lenders – the money the Borrowers need and the Lenders can provide. But it’s more than that; it’s about relationships and the support that SBA Lenders provide to their Borrowers and therefore to their communities.

SBA 7(a) Quarterly Connect Calls 2026 dates and links: Jan 20^th, Apr 21^st, July 14^th, Oct 20th

SBA 504 Quarterly Connect Calls 2026 dates and links: Mar 10^th, Jun 9^th, Sept 8^th, Dec 8^th

SBA Lender Connect Calls 2026 dates and links: Feb 11^th, May 13^th, Aug 12^th, Nov 10^th

Release Notes: Modernized 1502 Reporting 2.4. Issued 12/3/2025

SBA 7(a): Premium Heat Map Tables. Issued 12/3/2025

SBA 7(a): Premium Heat Map Visualizations. Issued 12/3/2025

Community Advantage Small Business Lending Companies. Updated 12/8/2025

SBA 7(a) Loan Guaranty Fee Calculator. Updated 12/9/2025

SBA Assignment Form Updated 12/16/2025

Report on the Most Serious Management & Performance Challenges by OIG. Effective 12/18/2025

The Calendar Year (CY) 2026: Due Dates Calendar. Issued 12/18/2025

Release Notes: Modernized 1502 Reporting 2.5. Issued 12/18/2025

SBA Information Notice 5000-874719: 2^nd Qtr. Optional Rate, Direct Interest Rate & Maximum Interest Rate of a 3^rd Party Lender loan for a 504 project. Effective 12/18/2025

SBA Procedural Notice 5000-872050: Update to SOP 50 10 8 – Citizenship and Residency Requirements. Effective 12/19/2025

SBA Franchise Directory. Effective 12/31/2025

SBA Citizenship Decision Tree. Issued 12/23/2025

Extension of Franchisor/Distributor Certification date to 6/30/2026. Issued 12/23/2026

Issued but not on SBA website – Contact us and we can provide them to you.

7(a) Loans Over $350,000 Checklist updated to include required certifications not on Form 1919

7(a) Loans Small Loans Checklist updated to include required certifications not on Form 1919

SBA Express Loan Checklist updated to include required certifications not on Form 1919



Loan Chart October 2025 – FY26 v2 updated to include MARC loans

In today’s world of SBA intensive servicing, staying proactive is everything. For lenders, knowing how to navigate a stressed or defaulted loan under the SBA new SOP isn’t just about compliance—it’s about protecting your portfolio and maximizing recovery.

We’re often asked:

“Where do we even start when a loan starts to stress or default?”

That’s why effective SBA training for lenders focuses on one key principle:

Let’s start with a sense of real urgency: all SBA Form 1502 errors reported to you by the FTA should be handled as your top priority, in the same month as you’re notified.

Why?

As you look to the year ahead – to those 365 blank pages – remember that we’re here to support you. Whether it’s training to keep your team aligned with SBA’s requirements, your favorite SBA geeks (that’s us!) helping you through complex decisions – or it’s helping with the unhappy but sometimes necessary work with liquidation and workouts – we’re here. And did we mention everyone’s favorite form (!), Form 1502, and the reconciliation challenges it presents?

In short, we’re ready to step in whenever you need a little extra SBA expertise.

And we look forward to being that expertise, being the SBA geeks in your back pocket, in the year ahead.



Happy New Year from our team to yours!

Your Team at LRM Lender Consultants,