Greetings!

The decisions you make at loan origination ripple forward through servicing, workouts, liquidation, and guaranty protection.

Process, procedure, and, yes, our favorite checklists keep your decisions aligned with SBA compliance and keep your team prepared to act when, not if, challenges arise and you need to explore new options and discover the hidden possibilities.

SBA 7(a) Quarterly Connect Calls 2026 dates and links: 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

SBA Information Notice 5000-874719: 2^nd Quarter Optional Peg Rate, Direct Interest Rate & Maximum Interest Rate of a 3^rd Party Lender Loan for a 504 project beginning 1/1/2026

Form: Request to Honor SBA 7(a) Loan Guaranty updated 1/13/2026

SBA Franchise Directory updated 1/13/2026

SBA Procedural Notice 5000-875701: Sunset of SBSS Score for 7(a) Small loans effective 3/1/2026 published 1/16/2026

Independent Auditor’s Report on SBA’s FY 2025 Financial Statements effective 1/21/2026

Agency Financial Report updated 1/22/2026

SBA Information Notice 5000-873246: Update to the 7(a) Working Capital Pilot Program Guide effective 1/26/2026

7(a) Working Capital Pilot (WCP) Program Guide effective 1/26/2026

Working Capital Pilot (WCP) Program Lenders updated 1/27/2026

SBA Policy Notice 5000-876441: Update to SOP 50 10 8 – Citizenship & Residency Requirements and Recission of Procedural Notice 5000-872050 Published 2/2/2026 Effective 3/1/26



There are two primary ways Lenders run into trouble with loan originations. 

The first – Screen-Outs – applies only during General Processing (GP) submissions.

Your SBA lending program is only as strong as your team – and in today’s highly-regulated and definitely fast-changing environment, success depends on your team’s collective understanding of the entire SBA loan lifecycle. And that’s where SBA Lender training –

A solid SBA team is built one choice, one decision, one possibility, at a time.

And as you know, your reputation as an SBA Lender is a precious thing to nurture and cultivate.

Consistent lifecycle support, including regular refresher training, keeps your team prepared and confident – and ready to take advantage of new possibilities for solving problems and serving your Borrowers.

And as always, we’re here to help!

Your Team at LRM Lender Consultants,