SBFI

  • 
  • 
  • 
  • 
  • 
  • 




  • TRAINING ▼
    • TRAINING COURSES
    • TRAINING SERIES
    • TRAINING DEMO
    • FACULTY
    • FAQs
  • RESOURCES ▼
    • LENDER BOOKSTORE
    • STUDY HALL
    • EXCEL@SALES
  • NEWS ▼
    • ADVICE-ON-LOAN
    • CAPITAL MOVEMENTS
    • RAP SHEET
    • ADVICE ON LOAN VIDEO
  • ABOUT ▼
    • ADVISORY BOARD
    • STAFF
    • IN THE NEWS

SBA 504 Secondary Market

The course provides guidance for selling first lien mortgages as an alternative to passing on deals, and explains how the 504 secondary market works, the principal participants, and what’s required to settle a loan sale.

JB-01

INSTRUCTOR:   JORDAN BLANCHARD

FORMAT:              Streaming video/On-demand

DURATION:        22 minutes

SKILL LEVEL:      Intermediate/Senior Level

AUDIENCE:         Loan Officers, BDOs, Relationship Managers, Credit Analysts, Loan Underwriters, Loan Processors, Chief Credit Officers (CCOs), Senior Loan Officers (SLOs), Loan Committee members and other direct lending staff

INCLUDES:          Full access as per license option and  presentation transcript/slides formatted as user resource.

Course Description

Designed to assist SBA Managers and bank CFOs when selling the first mortgage loan in the emerging SBA 504 secondary market, this course discusses how to boost loan sales and improve yields in this highly profitable market. The trainer explains how the market works, who the principal participants are and what’s required to settle a loan sale. Discussion also includes guidance for selling 504 first lien mortgage production as an alternative to pass deals or other CRE loan structures.

ACCESS VIDEO TRAINING

You will be able to:

  • Identify opportunities for an SBA 504 loan structure
  • Identify traditional and alternative sources of financing for real estate transactions involving no construction to newly constructed buildings
  • Understand the 504 secondary market options, pricing, and potential profit

Course Contents:

SBA 504 Loan Program

  • Eligible Expenses
  • Structure
  • Maximum Project Amount
  • A Brief Review Of The ‘Green’ 504 Loan Program

Sources Of Financing

  • Straight Purchase (No Construction)
  • Purchase Plus Light Tenant Improvements
  • Purchase Plus Heavy Tenant Improvements
  • Ground Up Construction

Need For 504 Secondary Market Options

  • Loans That Are Too Large
  • Loans Out Of Market
  • Property Types That Do Not Meet Lender Requirements
  • Retention Of Small Business Customer
  • Profit

504 Secondary Market

  • Loan Sale Vs. Loan Referral
  • Types Of Buyers
  • Loan Sale Options
  • Credit Profile
  • Pricing A Loan
  • Lender Compensation

Related Courses

SBA 7a Secondary Market
This course explains how the market works, what’s requiredBJ-01 thumbnail to settle a loan sale, how to boost 7a loan sales, and improve financial yields in this highly profitable market.

Learn more here.

Small Business Lending
How lender’s can navigate the challenges of lending to CHG-24 thumbnail clearborrowers with less financial metrics, thin mgt. depth, and frequent conflicts in business vs. owner interests: small businesses.

Learn more here.

SINGLE USER
  • This course provides a 7-day license
  • Unlimited viewing by one (1) individual user
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
  • No membership dues or travel req.
  • All courses count toward future credential awards
BUY NOW – $129
GROUP USER
  • 7-day license for unlimited viewing in single location
  • Or, viewing for up to fifteen remote individuals (fwd. name/emails to Registration@SBFI.org)
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
  • No membership dues or travel req.
BUY NOW – $349
ADDITIONAL SITES
  • Additional site license for larger organizations
  • Register individuals over group site limit defined at left
  • Requires at least one Group Registration
  • Downloadable presentation transcript & slides
  • High quality, streaming video available 24/7
  • View on any device at office, home or on the road
BUY NOW – $59

ABOUT
JORDAN BLANCHARD

Jordan Blanchard

Jordan is CEO of 504 Fund Advisors, LLC, a wholly-owned subsidiary of Live Oak Bancshares, and the investment advisor to The 504 Fund (the Fund). Jordan is one of two portfolio managers for the Fund and one of the co-founders. Jordan and his team are responsible for all lending operations related to the Fund including bidding on new and existing loans, underwriting, closing, and loan servicing. Jordan is also heavily involved in investment raising activities and regularly presents to banks, credit unions and socially-conscious investors.

Earlier, Jordan served as Executive Vice President at CDC Small Business Finance managing their for-profit subsidiary, CDC Direct Capital, where he helped create and operate two SBA 504 wholesale purchase programs. Jordan earned a Bachelor Of Science, Business Administration/Finance at San Diego State University. Read more about Jordan here.

How Do I Get Started?

When you buy, you’ll be connected directly to our video training page login to register ID & payment information and can access video training immediately. Your license enables you to return and watch the video an unlimited number of times during the license period.Video training can be accessed anytime at: https://training.sbfi.org/signup/

FAQs

Search our FAQs for answers to other questions you may have here.

Refunds/Exchanges

We want you to be satisfied with the presentation you select, but if you’re not, we’ll gladly replace it with a more suitable program at no charge. Email Support@SBFI.org

Video License

Your license enables you to return and watch the video an unlimited number of times during the license period. Streaming video training is subject to our Video License Agreement. Please see more details here. For questions about the limitations of our video license, contact us at Support@SBFI.org.

Review the latest training courses offered by category:

CRE LENDING
SBA LENDING
ABL & MORE LENDING
BUSINESS DEVELOPMENT
UNDERWRITING
& ANALYSIS
CREDIT
MANAGEMENT
Download Lender Training Catalog

Subscribe to AdviceOnLoan: SBFI’s award-winning
newsletter for commercial  lenders

SUBSCRIBE

  • 
  • 
  • 
  • 
  • 
  • 
  • Return to Homepage
  • Return to Top

    Lender Training

    Lender Training
    Faculty
    Study Hall
    FAQs

    Site & Resources

    Financial Bookstore
    Excel@Sales
    About
    Advisory Board
    Staff
    In the News
    Site Policies

    Lending News

    Advice On Loan-Video
    Advice On Loan
    Capital Movements
    Rap Sheet

    SBFI offers resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement.
    Copyright © 2019 Small Business Finance Institute. All rights reserved.