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WEBExpress: Writing the Credit Memo for 7(a) Small Loans
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When: April 12, 2018
Noon - 1:30 pm CENTRAL TIME
Access instructions provided 24 hours prior to event
United States
Contact: NAGGL

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April 12 

WEBExpress: Writing the Credit Memo for 7(a) Small Loans

Fee (per location connection): $345 Mbr; $525 Non-Mbr; $275 Govt
Registration Deadline:
April 10 (or until sold out)
Instructor: Rachel Zippwald (NAGGL)

7(a) Small Loans (those loans $350,000 and less) have different credit memo requirements than those for loans over $350,000. The primary difference is that an acceptable SBA credit score allows a lender to satisfy the requirement to analyze the cash flow of the small business applicant. Keep in mind that the SBA credit score is not a “score and go” strategy since lenders must analyze other required topics in the Small Loan credit memo. This session discusses the five categories of credit underwriting and takes an in-depth look at what is required in a lender’s Small Loan credit memo. Rachel Zippwald (NAGGL) shares tips for writing a comprehensive Small Loan credit memo that will help lenders demonstrate the loan is credit worthy and meet SBA requirements.

LIVE Presentation Runs: 1:00-2:30 pm Eastern | Noon-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00-11:30 am Pacific

Instructions for login will be distributed approximately 24 hours in advance of the session!

*Any transmission or retransmission to additional sites/rooms by any means, including, but not limited to, the use of a telephone conference bridge (whether or not owned by the registrant), is strictly prohibited.

First line = $345
Additional Lines:
2-10 additional lines = $145 for each additional line
>10 additional lines = $125 for each additional line
Purchase additional lines online or download a registration form at

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