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7(a) Connect quarterly update recordings

  • 7(a) Connect Quarterly Update - April 11, 2023 for the 7(a) loan program (topics include the affiliation rule and Community Advantage Pilot Program)
  • 7(a) Connect Quarterly Update - October 24, 2023 for the 7(a) loan program (topics include SOP 50 10 7.1 and risk mitigation framework)
  • 7(a) Connect Quarterly Update - January 9, 2024 for the 7(a) loan program (topics include the renewal of SBA Forms, hold trends, new compliance codes and updates to SOP 50 10 7.1)
  • 7(a) Connect Quarterly Update - April 9, 2024 for the 7(a) loan program (topics include: Lender Match and SBA's Risk Mitigation Framework, Hardship Accommodation Plan (HAP) for COVID EIDL, Non-delegated processing, SBA Form 1086)
  • 7(a) Connect Quarterly Update - July 9, 2024 for the 7(a) loan program (topics include: LGPC-top screen-outs, Secondary Market-new SBA Form 1086, Office of Credit Risk Management-general updates, 7(a)-policy updates) 

504 Connect quarterly update recordings

  • 504 Connect Quarterly Update - September 19, 2023 for the 504 loan program (topics include: ETRAN updates, Validation error resolution, Fraud Risk Framework, Credit Alert Verification Reporting System, and CA SBLC transition)
  • 504 Connect Quarterly Update - December 12, 2023 for the 504 loan program (topics include: SOP 50 10 7.1 Follow Up, New Compliance Codes, Office of Credit Risk Management Training)
  • 504 Connect Quarterly Update - March 12, 2024 for the 504 loan program (topics include PPP and EIDL, Size Standards update, and SOP 50 10 7.1 update)
  • 504 Connect Quarterly Update - June 11, 2024, for the 504 loan program (topics include: Cap removal on Energy Public Policy Projects, Procedural Notice 5000-856893 update to SOP 50 56 1 related to form 1081, Policy on passive companies regarding office suites, OCRM and OPSM training, and NADCO Success Stories-50 States)

Recent regulation changes

Community Advantage

SOP 50 10, “Lender and Development Company Loan Programs”

SOP 50 56, “Lender Participation Requirements”

SOP 50 57, “7(a) Loan Servicing and Liquidation”

Other topics

Last updated July 10, 2024