On Demand
Missed a live webinar? Catch it on your schedule.
Our On Demand video library gives you access to recordings of past webinars so you can learn at your own pace, whenever it works for you.
Videos are organized by category using our Pathways model, so you can quickly find the content most relevant to your role.
Each purchase is for one individual. Only the person who purchases the video receives credit for completion and the certificate of completion.
As regulations, best practices, or other information get updated, a video may be removed or marked inactive without notice.
Once you purchase an on demand video, you have 7 days to watch it. Plan accordingly — access expires automatically after that window.
On demand videos are digital products delivered immediately upon purchase, so refunds and exchanges are not available.
Eligibility
Streamlining Success: Building an Effective Pre-Flight Process
Recording from 7/9/26
Designed for both sales and credit teams, this recording focuses on early-stage analysis to identify “deal-killers” and optimize your pipeline.
Franchise Financing: Understanding Today's SBA Requirements
Recording from 7/30/26
This recording breaks down the franchise requirements in SOP 50 10 8 and addresses the unique eligibility and credit hurdles in franchise lending.
The Refinance Roadmap: Mastering Debt Refinance
Recording from 8/6/26
This recording focuses on the SOP 50 10 8 requirements for eligible loan types, documentation hurdles, and real-life refinance scenarios.
Underwriting
Best Practices for Projections Based Lending
Recording from 2/26/26
This recording discusses SBA requirements for projections, assumptions, working capital analysis and best practices to help lenders better underwrite these transactions.
Constructing a Pro-Forma Balance Sheet
Recording from 8/13/26
This recording breaks down the mechanics of debits and credits, how to reflect loan proceeds and injections accurately, and how to adjust for intangibles.
Closing
Introduction to Title Insurance
Recording from 2/12/26
This recording explores the world of title insurance as we discuss what it is (and isn’t!), what to look for when reviewing title reports, and what policies and endorsements a prudent lender should ask for when ordering a title policy.
Documenting SBA's Insurance Requirements
Recording from 3/19/26
Insurance requirements can be complex and nuanced. This recording provides a practical overview of the types of insurance encountered in SBA lending—including hazard, flood, liability, life, and specialty coverages.
Servicing
Monitoring the Loan Portfolio
Recording from 4/2/26
This recording reviews industry best practices for monitoring borrowers and how to meet SBA’s ongoing loan monitoring and risk rating requirements.
Navigating SBA Site Visit Requirements
Recording from 5/7/26
This recording provides a roadmap for compliance, using real-world case scenarios to ensure your site visit strategy protects the guaranty at every stage of the loan lifecycle.
Managing Obligor Bankruptcy
Recording from 6/11/26
A bankruptcy filing, whether Chapter 7, 11, or 13, doesn’t have to mean a loss. This recording outlines the immediate, decisive actions lenders must take to preserve their rights and protect the SBA guaranty.
Liquidation
Anatomy of a Default From First Missed Payment to Charge Off
Recording from 6/4/26
This recording discusses modification options, prudent follow-up techniques, and the strategic timing for requesting an SBA guaranty purchase.
The Liquidation Blueprint, Mastering OIC, CPC, and Wrap-Up Tabs
Recording from 6/26/26
This recording demystifies the submission process for Offer in Compromise (OIC), Care and Preservation of Collateral (CPC) or filing the Final Wrap-Up Report.