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

6/20/2019
When: June 20, 2019
Noon - 1:30 pm CENTRAL TIME
Where: TIME SHOWN IS CENTRAL TIME
Access instructions provided via email 24 hours prior to event
United States
Contact: NAGGL
405.377.4022


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June 20

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

Fee (per location connection): $355 Mbr; $535 Non-Mbr; $285 Govt
Registration Deadline: 
June 18 (or until sold out)
Instructor: Rachel Zippwald (NAGGL)

7(a) Small Loans (loans $350,000 and less) have different credit memo requirements than 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. However, the SBA credit score is not a “score and go” strategy since lenders must analyze other required topics in the 7(a) Small Loan credit memo. This session discusses the five categories of credit underwriting and takes an in-depth look at 7(a) Small Loan credit memo requirements. Rachel Zippwald (NAGGL) shares tips for writing a comprehensive 7(a) Small Loan credit memo that will help lenders demonstrate that a loan is creditworthy and meets 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 = $355

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 www.naggl.org/regform

If you purchase additional lines, please include the email address of the individual(s) you would like the session login materials sent to in the comment section.

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