LRM Lender Consultants

LRM Lender Consultants With over three decades of SBA lending expertise, the professionals at LRM Lending Consultants are d Contact us to schedule a FREE consultation.

Whether you are building an SBA Loan Program from the ground up or enhancing your existing program, LRM has the expertise necessary to help you achieve your goals. From initial loan application to closing, advanced training and services beyond, contact LRM Lender Consultants for effective strategy, insights and a true commitment to your long-term success as an SBA Lender. As proven and essential r

esources for any SBA lending institution, the experts at LRM Lender Consultants are ready to share our comprehensive expertise in the SBA lending arena. Always up-to-date with the latest SBA guidelines and regulations, LRM can immediately take steps to assist with problems or bottlenecks in an existing SBA loan process as well as use our capabilities to create and train an entire SBA loan department from scratch. In a constantly evolving SBA landscape, partnering with LRM Lender Consultants as your lender service provider will help to keep your team on solid ground, your guarantees intact and your program in compliance with current SBA requirements.

đź“‹ One SBA Checklist to Rule Them AllSBA lenders already have plenty of checklists. But are they all working together?A M...
08/25/2026

đź“‹ One SBA Checklist to Rule Them All

SBA lenders already have plenty of checklists. But are they all working together?

A Master Checklist can connect the entire loan lifecycle, from application through payoff or liquidation, helping teams improve communication, identify delays, reduce missed requirements, and support SBA compliance.

Our latest article explores how one centralized checklist can provide greater visibility into where every loan stands and what needs to happen next.

👉 Read One SBA Checklist to Rule Them All https://conta.cc/4hkJVDs

Every lender faces challenges. The right partner helps you solve them.Whether you're launching a new SBA lending program...
08/19/2026

Every lender faces challenges. The right partner helps you solve them.

Whether you're launching a new SBA lending program, strengthening operations, preparing for an SBA review, or improving loan servicing and reporting, having experienced guidance can make all the difference.

At LRM Lender Consultants, we partner with financial institutions to help them:

- Build and strengthen SBA lending
programs
- Improve operational efficiency
and compliance
- Enhance loan servicing and SBA
reporting processes
- Prepare for SBA reviews and
audits
- Train lending teams on SBA best
practices
- Navigate complex SBA
requirements with confidence

Our consultants bring decades of real-world SBA lending experience, providing practical solutions tailored to your institution's goals—not one-size-fits-all recommendations.

Whether you need support for a single project or ongoing consulting, we're here to help your team succeed.

Let's start the conversation. Contact LRM Lender Consultants to learn how our consulting services can help you improve performance, reduce risk, and build a stronger SBA lending program.

👉 Visit our website or reach out today to schedule a consultation.

Loan data accuracy matters.Everyone loves SBA 1502 reports… right?(Yeah… not so much.)Even small reporting discrepancies...
08/14/2026

Loan data accuracy matters.

Everyone loves SBA 1502 reports… right?
(Yeah… not so much.)

Even small reporting discrepancies can create unnecessary headaches. Here are a few of the most common issues we see:

• Incorrect payment due dates or
past due dates
• Ending balance mismatches
• Undisbursed balance questions
• Interest paid-to-date
discrepancies

The good news? Most of these issues are preventable with the right processes and regular data validation.

Looking for deeper discussion? Join one of LRM's facilitated SBA Lending Roundtables, where lending professionals exchange real-world experiences, discuss reporting challenges, and share best practices for improving data quality and compliance.

We'd love to have you join the conversation. Reach out to learn more or to register for an upcoming Roundtable.

đź“„This month, we're focusing on two areas where disciplined processes make all the difference: SBA Form 1502 reporting an...
08/13/2026

đź“„This month, we're focusing on two areas where disciplined processes make all the difference: SBA Form 1502 reporting and the importance of a Master Checklist that follows every loan from application through payoff.

These topics share a common theme: the strongest SBA lending operations aren't built on reacting to problems. They're built on consistent processes that help prevent them in the first place.

Take a few minutes to read this month's update, including the LRM's SBA Notice Nook: 👉 https://conta.cc/3TF4Vei

🔎 What’s up with your SBA Form 1502 reporting?Small discrepancies can turn into bigger, and potentially costly, SBA comp...
08/11/2026

🔎 What’s up with your SBA Form 1502 reporting?

Small discrepancies can turn into bigger, and potentially costly, SBA compliance problems if they aren’t caught early.

Based on our work with SBA lenders and insights from our monthly SBA Form 1502 Roundtable, we’re seeing several common early-warning signs tied to mismatches between lender and FTA records.

In our latest article, we look at trouble spots involving:

âś… Interest calculations
âś… Payment due dates
âś… Principal balances
âś… Loan status codes
âś… FTA reports that can help identify problems

The key? Catch discrepancies early, understand the root cause, and correct them before they create long-term issues.

Read “What’s Up With Your SBA Form 1502 Reporting?” to learn what to watch for and where to start when something doesn’t match https://conta.cc/3U8cZV0

Need help with SBA Form 1502 reporting or reconciliation, or interested in joining our monthly 1502 Roundtable? We’re here to help.

Does Your SBA Lending Team Need a Training Refresh?In SBA lending, staying current isn't optional. Policies evolve, SOPs...
08/06/2026

Does Your SBA Lending Team Need a Training Refresh?

In SBA lending, staying current isn't optional. Policies evolve, SOPs are updated, and new guidance can impact how your team processes and closes loans.

That's why ongoing training matters.

At LRM Lender Consultants, we help SBA lending teams stay informed, confident, and prepared. Our training sessions are practical, engaging, and tailored to the needs of your organization—whether you're onboarding new team members, reinforcing best practices, or reviewing the latest SBA updates.

Our goal is simple: provide training that helps your team work more efficiently, maintain compliance, and deliver the best possible service to your borrowers.

If you've been thinking about updating your team's training, or you're simply curious about what's available,we'd be happy to start the conversation.

đź“ž Call us at 877.576.0819 or send us a message here on LinkedIn to learn more about our SBA training programs.

🤖 AI can help draft SBA credit memos, but it shouldn't replace sound lending judgment.Artificial intelligence is becomin...
07/28/2026

🤖 AI can help draft SBA credit memos, but it shouldn't replace sound lending judgment.

Artificial intelligence is becoming a valuable tool for improving efficiency, but SBA lenders know that accuracy, compliance, and credit quality still require human expertise.

The best approach? Trust AI, but verify everything. Careful review and due diligence remain essential to ensure credit memos are complete, accurate, and aligned with SBA requirements.

Learn why balancing AI with experienced underwriting is the key to making smarter lending decisions.

Read the full article here: https://conta.cc/4eQ3kKS

SBA servicing requests don't have to slow your team down.Whether you're working through a deferment, collateral release,...
07/22/2026

SBA servicing requests don't have to slow your team down.

Whether you're working through a deferment, collateral release, ownership change, workout, or another servicing request, having experienced SBA professionals available can help keep the process moving while maintaining compliance.

If your team needs additional SBA servicing support—whether for one request or ongoing assistance—LRM is here to help.

Contact us to learn how we can support your SBA lending team.

🤖 Is AI Changing the Small Business Landscape? Absolutely. But what does that mean for SBA lenders?Artificial intelligen...
07/15/2026

🤖 Is AI Changing the Small Business Landscape? Absolutely. But what does that mean for SBA lenders?

Artificial intelligence is reshaping the way small businesses operate, from streamlining daily tasks to improving customer service and decision-making. As more borrowers incorporate AI into their businesses, lenders also need to understand both the opportunities and the potential risks.

The key isn't simply adopting AI, it's knowing where it adds value, where human expertise remains essential, and how it may influence lending decisions in the years ahead.

If you're an SBA lender, staying informed about how AI is transforming the small business landscape can help you better serve your borrowers while adapting to an evolving marketplace.

Read the full article here: https://conta.cc/4f4yvkh

🏦 This month, we continue focusing on helping lenders navigate change with practical insights and experienced SBA guidan...
07/13/2026

🏦 This month, we continue focusing on helping lenders navigate change with practical insights and experienced SBA guidance.

Take a few minutes to read this month's update, including the LRM's SBA Notice Nook: 👉 https://conta.cc/4aBqUIK

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