1502 Reporting Module within SBA Loan Portal February 2026 Training

Event description

TITLE:  1502 Reporting Module Training 

DATES/TIME:  2:00-3:30 pm Eastern, 1:00-2:30 pm Central, 12:00 pm-1:30 pm Mountain (90 minutes)

REGISTRATION LINK: Thursday, February 12, 2026:  1502 Module Training | Meeting-Join | Microsoft Teams

REGISTRATION LINK: Monday, February 23, 2026:    1502 Reporting Module | Meeting-Join | Microsoft Teams 

REGISTRATION LINK: Wednesday, February 25, 2026:  1502 Reporting Module (Q & A) | Meeting-Join | Microsoft Teams (2:00-3:00pm Eastern, 1:00-2:00pm Central, 12:00pm-1:00pm Mountain (60 minutes)

LOCATION:  WEBINAR via Microsoft Teams

DESCRIPTION: All lenders must report approved SBA loans via the 1502 process, from the month after approval through the life of the loan. The new 1502 Reporting Module within the MySBA Loan Portal went live on November 18, 2024.  Lenders are invited to attend live training and Q&A refresher sessions during February 2026.

The 1502 Reporting Module:

•              Reduces prior lender provided 1502 data elements

•              Calculates SBAs guaranteed portion based on 100% portion reporting

•              Features upfront data & calculation validations to reduce reporting errors

•              Introduces ACH as a new payment option

Training Webinars will take you through detailed steps on how to navigate and complete 1502 Reporting in the new module.

•              Thursday, February 12, 2026: 1502 Reporting Module Training

•              Monday, February 23, 2026: 1502 Reporting Module Training (same information)

Office Hours are supplemental Q&A sessions where you can ask follow-up questions and share feedback.

•              Wednesday, February 25, 2026, 1502 Reporting Module Office Hours – Q&A Session

  Office Hours will be: 2:00-3:00 pm Eastern, 1:00-2:00 pm Central, 12:00 pm – 1:00 pm Mountain (60 minutes)

You can also find self-service resources on the FTA Wiki, including a detailed User Guide, Error Message Guide, and Training Deck to support you through the new process.

PRESENTER:    Victor M Cruz, Operations Support Manager,  Fiscal Transfer Agent

TARGET AUDIENCE: Loan servicing, portfolio managers and/or back office staff at all lending institutions should be represented.