EAGLE COMPLIANCE, LLC

Business Consulting

 

Educational Webinars

SBA 504 Quarterly Call


September 12, 2017


Click here for a PDF version of the presentation



SBA 504 Quarterly Call


June 7, 2017


Click here to view a recording of the call


Click here for a PDF version of the presentation



504 Debt Refi Webinar with SBA


June 9, 2016


DESCRIPTION

On Thursday, June 9, DCF LLC hosted a no-cost webinar lead by SBA staff on the new permanent 504 Debt Refinance Program. SBA staff, including Linda Reilly, Chief of the 504 Program branch, presented along with members of the SLPC team. SBA presented details on the program, provide case examples with input from SLPC, and addressed the new forms for the program.


Click here to view the SBA Presentation on 504 Debt Refinance.


SBA 504 CSA Calculation of Catch-Up Plans


January 11, 2016


DESCRIPTION

On January 4, 2016, Wells Fargo Corporate Trust Services as Central Servicing Agent (CSA) for the SBA 504 Program took over the responsibility of calculating catch-up plans. The CSA conducted an educational webinar on the new process.


CDC - 504 Deferment and Catch-up Form


Click Here to view a PDF version of the presentation.


To view the webinar, click the following link and then click "Launch Presentation": http://event.on24.com/wcc/r/1111999/9E3479F5908043A49691616B8A724851

***For technical support, please contact the Helpline at 877-792-4357 and select option 2, then option 4, then 1.

SBA 504 Loan Deferment and Catch-Up Overview


July 30, 2015


DESCRIPTION
Wells Fargo Corporate Trust Services as Central Servicing Agent (CSA) for the SBA 504 Program conducted an educational webinar on loan deferments and catch-up plans. Topics included: current requirements to process a deferment and catch-up request, recommendations on how to monitor loans on catch-up, identifying if a plan is incorrect, and suggestions on items to review once a loan is off of catch-up.

To view the webinar, click the following link and then click "Launch Presentation": http://event.on24.com/wcc/r/1026560/16351040A4960EFA78DD3B2163BC0867

***For technical support, please contact the Helpline at 877-792-4357 and select option 2, then option 4, then 1.

SBA 504 Funding Process - Small Business Window to Wall Street


April 28, 2015


DESCRIPTION
The Fiscal Agent, Frank Keane, presented on the 504 funding process, giving us a closer look at what happens behind the scenes leading up to the funding of small business borrowers' 504 debentures. This webinar will help you gain a better understanding of the players involved in the funding process and uncover some of the secrets behind the mysterious derivation of effective interest rates, debenture rates, note rates, and more!

To view the recorded webinar, click the link below. You may also download the powerpoint slides below.



CLICK HERE TO DOWNLOAD THE SLIDE DECK


Debenture Funding Package Observations and Findings


15 April 2015


DESCRIPTION
The Central Servicing Agent partnered with DCF LLC to provide this free, educational webinar, which covers issues related to preparing debenture funding packages, observations and findings made by the CSA when reviewing funding packages, and best practices to improve your operations. Both 504 Closing Attorneys and CDC personnel are encouraged to view this webinar.

The webinar was hosted on the Wells Fargo Central Servicing Agent's technology platform, so for technical support, please contact their Helpline at 877-792-4357 and select option 2, then option 4, then option 1.

To view the recorded webinar, click the link below and then click "Launch Presentation." You will be re-directed to the Central Servicing Agent's presentation on the Wells Fargo platform. You may also download the powerpoint slides and the Data Validation Guide, an additional resource mentioned in the webinar, below.

CLICK HERE TO VIEW THE RECORDING

CLICK HERE TO DOWNLOAD THE SLIDE DECK

CLICK HERE TO DOWNLOAD THE CSA DATA VALIDATION GUIDE