The Preston Group, LLC
Proprietary Products
 Proprietary Products

Proprietary Products SBA 7(a) Lending Proprietary Products SBA 504 Lending

Process & Loan Review
 Process & Loan Review

Process & Loan Review 7(a) Process & Loan Review 504

Practicality Training
 Performance Training

Performance Training 7(a) Performance Training 504

Performance Training Webinar Particulars:
Title: Avoid Document Storage & Retrieval System Nightmares!

Are you dreading the day you receive the email from SBA to upload loan files for an IPERA review or the Office of Credit Risk Management during a PARRiS or SMART review?  Or do you just want to easily locate a specific document in your loan file?  No need to worry!  Let us teach you how to put your best foot forward and provide your institution with the best chance to receive good review results, get paid on SBA guarantys, and ultimately be more productive. 

The compilation of documentation of all types should inform the reader and effectively tell the SBA loan story.  Good file organization can provide an end user with more than just words on paper, it can substantiate the original intent behind decisions made by the lender.  Time spent in the beginning creating and maintaining a comprehensive and consistent Document Storage and Retrieval System may seem unproductive but can prove invaluable in the future during guaranty purchases.

This webinar will explain the parameters necessary to adequately categorize documentation in an orderly fashion in either paper or electronic formats.  It will also discuss the coordination of multiple department efforts to achieve desired results.  Join us to learn how to reap the benefits by investing the time to properly create and organize your Document Storage and Retrieval System.

We look forward to having you and your teams attend.

Level: Everyone – New to Seasoned Personnel
Audience:  BDO's, Processors, Underwriters, Closers, Servicers/Portfolio Managers, Loan Operations, Risk Management, & Managers
Instructor: Lisa Preston
Date:  September 27, 2017, Wednesday
Time: 1:00 PM – 2:30 PM Eastern
12:00 Noon – 1:30 PM Central
11:00 AM – 12:30 PM Mountain
10:00 AM – 11:30 AM Pacific
9:00 AM – 10:30 AM Alaska

Performance Training for First Hour; Additional 30 Minutes Allowed for Question & Answer Session
Place: Your location of choice
Webinar:  Performance Training Webinar is Provided Live and Includes Real-Time Important Updates to SBA Lending Programs
Fee: $399 per location/per connection

Payment may be made by Credit Card (preferred method) or Check.  Credit card payments are processed immediately and provide automatic registration to the webinar.  Registration is confirmed with payments made by check only after the payment is received and processed.  PowerPoint, Materials, and Instructions for Webinar Participation will be provided once payment has been processed and consistent with the Deadline and Distribution information stated below.

Deadline:  Online registration must be completed by COB, Monday, September 25, 2017
Distribution: PowerPoint, Materials, and Instructions for Webinar Participation to be Provided 24 to 36 hours in Advance of Live Webinar
Each entity may have as many employees attend as desired at one specific location.  The Live Webinar may not be recorded without the prior express written consent of The Preston Group, LLC.  All Training Materials are Copyrighted and may be duplicated and provided ONLY to individuals employed by the entity purchasing the Webinar.  Independent Contractors are not considered Employees.  Therefore, duplication of materials to Independent Contractors is not authorized.  Any recording, duplication, transmission, or retransmission to additional locations by Any Means is STRICTLY PROHIBITED.

Additional locations/connections may be purchased at a discount by contacting The Preston Group, LLC. 

Certificate: Registrant may provide a listing of the individuals in attendance of the webinar to receive an electronic Certificate of Training
The Preston Group, LLC will provide a Training Report by entity or individual, upon request. Registrant must provide the individuals names in attendance within 48 hours of the webinar presentation for the information to be maintained and available upon request.
Contact Us: You may contact us at 281.534.8603 with any further questions.
Register Now
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