Services 2017-12-05T22:36:15+00:00

Loan Consulting

Loan Consulting can be done by phone!

You could hire an expert in SBA Lending and pay them significantly more annually, or you can contract with us for only as much time as you need. Just call when you need us for a quick concise answer.



We offer webinars, one-on-one training, onsite and group seminars. Our training is live, not taped, and can be lender-specific. Webinars can be tailored to your institution and private, which encourages interaction. Contact us for our current class offerings.

Portfolio Reviews and Audits

Coralie, Lisa & Pat have extensive experience doing file reviews and audits of 7a Lenders and CDCs. In many cases, a thorough file review identifies areas where training is needed as well as issues that may need attention in the files.

In SBA lending, it is important to as Stephen Covey says, “Begin with the End in Mind.” How you document the loan at origination, how you secure and disburse it is extremely important. Do this well, and you are more likely to pass an SBA audit or get the full guaranty from SBA in the event of default.


422 N. Riverside Avenue,
Spokane, WA 99201

Phone: 509-863-7246 or 509-413-2494
Email: info@sbaSimplified.com
Web: SBA Simplified.com


We service lenders from Florida to Washington State
We serve the entire United States


Phone: 602-684-5521 or 509-863-7246

Email: info@sbaSimplified.com
Web: SBA Simplified.com