What Coleman Report does

Coleman Report, operating under the legal entity Coleman Publishing, is a niche content-and-training platform serving the U.S. Small Business Administration (SBA) lending industry. Founded in 1993 by Bob Coleman, the company publishes a daily free email newsletter and a paid Premium Membership subscription ($995/year institutional access) covering SBA policy analysis, lender benchmarking, and original industry intelligence. The Premium tier includes weekly briefings, a monthly C-Suite report, Coleman Report Live! video calls, and twice-monthly SBA Office Hours.

The company operates a multi-product professional education portfolio: five Coleman Certified online courses in SBA 7(a) Underwriting (12-week, $1,495), Loan Closer (8-week, $1,495), Advanced Closer II (10-week, $1,495), Loan Broker (8-week, $2,000), and Servicing/Liquidation (8-week, $1,495), plus a standalone webinar series ($295-$995), an annual proprietary SBA 7(a) Compensation Survey built from 100+ lender responses, and signature events including the NASLB Winter Summit, the SBA Secondary Market Summit (19th annual), and the Coleman SBA Lender Professional Awards. The company also produces and manages the National Association of SBA Loan Brokers (NASLB) and operates the Coleman Table bimonthly virtual broker-lender matchmaking forum.

The technology stack is composed entirely of third-party SaaS tools: Microsoft Teams for webinar delivery, Litmos for learning management, Constant Contact for email marketing, and QuickBooks/Intuit for payments. Revenue derives from six streams: annual subscriptions, course enrollment, webinar registration, compensation survey purchases, event registration, and NASLB membership dues. The customer base comprises SBA lenders (banks, credit unions, non-bank lenders) and SBA loan brokers across the United States. The company operates with a lean 1-10 person team led by founder Bob Coleman.

Name

Coleman Report

Legal name

Coleman Publishing

Website

https://colemanreport.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Coleman Report is a content and training platform serving U.S. SBA lenders and brokers since 1993, offering premium newsletter subscriptions, professional certification courses, webinars, an annual SBA compensation survey, and industry events including NASLB summits and awards.

Ownership category

akta.pro rank

Headquarters

HQ city

Rockford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Premium Membership Subscription: Annual subscription providing weekly SBA intelligence briefings, monthly executive reports, access to Coleman Report Live!, twice-monthly SBA Office Hours, premium reports and supporting data. Priced at $995/year with unlimited institutional access.
2. Webinar Training: Professional webinar training sessions on SBA lending topics offered at $500 for single email user license and $800 for unlimited site license. Some webinars priced at $295-$395 for NASLB members.
3. Online Certification Courses: Coleman Certified SBA training programs including Underwriting ($1,495), Loan Closer ($1,495), Advanced Closer II ($1,495), Loan Broker ($2,000), and Servicing/Liquidation ($1,495) courses. 8-12 week programs with professional certification.
4. Compensation Survey Reports: Individual compensation reports for specific SBA roles priced at $495 each, or complete 6-report bundle at $995. Includes Department Manager, BDO, and Packager/Underwriter/Closer/Servicer reports.
5. Event Registration: Paid attendance for industry events including NASLB Summits (Broker $297, Lender $597) and SBA Secondary Market Summit ($995/attendee). Events include networking, educational sessions, and awards ceremonies.
6. NASLB Membership and Coleman Table: NASLB membership includes Broker ($295/year) and SBA Lender ($2,500/year) tiers with access to the Coleman Table bimonthly virtual meetings connecting lenders and brokers.

Pricing tiers

Go-to-market motion3 records

Distribution channels8 records

Marketing channels8 records

Core offering

Coleman Report is the leading provider of subscription-based news intelligence, professional certification training, and benchmarking data for SBA lenders and brokers. Its core offering is the $995/year Coleman Premium Membership delivering weekly SBA briefings, monthly executive reports, and live video calls, complemented by online SBA certification courses ($1,495-$2,000), professional webinars, the annual SBA Compensation Survey, and signature industry events such as NASLB Summits and the Coleman SBA Lender Professional Awards.

Product overview

Coleman Report is a platform-plus-training company offering a unified portfolio of premium news intelligence and professional certification products for the SBA lending industry. The core offering is the Coleman Report Premium Membership ($995/year) providing weekly SBA intelligence briefings, monthly executive reports, live video calls (Coleman Report Live), and twice-monthly Office Hours. This is supplemented by an extensive training division offering six professional certification courses: SBA 7(a) Loan Underwriting Training (12-week, $1,495), SBA Loan Closer Training (8-week, $1,495), Advanced Loan Closer Training II (10-week, $1,495), Loan Broker Training (8-week, $2,000), and Loan Servicing/Liquidation Training (8-week, $1,495). Additional products include the annual SBA 7(a) Compensation Survey ($495-$995), professional webinars ($500-$800), the NASLB Broker-Lender Table membership service, and signature events including the NASLB Winter Summit, SBA Lender Professional Awards, and SBA Secondary Market Summit.

Differentiator

Problem solved

Functional benefit

Brands

• Coleman Report Premium: Premium membership subscription providing weekly reporting, original SBA data analysis, lender benchmarks, live discussions, and access to supporting spreadsheets and data

Products and services

• Coleman Report Premium Membership Annual subscription providing weekly SBA intelligence briefings, monthly executive reports, Coleman Report Live monthly video calls, twice-monthly SBA Office Hours, and access to all archived premium reports with supporting spreadsheets and data. Priced at $995/year with unlimited access for the entire institution.
• Coleman Certified SBA 7(a) Loan Underwriting Training 12-week online certification course teaching SBA 7(a) underwriting through five progressively complex case studies ($250K equipment loan to $10M manufacturing loan). Covers SOP 5010 7.1 requirements, credit memo writing, and guaranty protection. Includes twice-monthly live Office Hours. Priced at $1,495 per seat.
• Coleman Certified SBA 7(a) Loan Closer Training 8-week online certification course teaching SBA 7(a) loan closing procedures per SOP 50 10 7.1. Covers eligibility, credit analysis, loan structure, guaranty, authorization, collateral, and closing documents. Includes twice-monthly Office Hours. Trusted by over 400 SBA 7(a) Loan Closers. Priced at $1,495 per seat.
• Coleman Certified SBA 7(a) Advanced Loan Closer Training II 10-week advanced online course updated for SOP 5010 8 guidelines. Covers advanced closing topics including equity injection, insurance, franchise loans, change of ownership, and closing case studies. Includes semi-monthly Office Hours on 1st and 3rd Wednesdays. Priced at $1,495 per seat.
• Coleman Certified SBA Loan Broker Training 8-week online certification course teaching SBA loan broker skills including eligibility, underwriting, cash flow analysis, real estate lending, and business acquisition lending. Includes semi-monthly Zoom calls and access to Coleman SBA Loan Broker and Lender Table for 4 sessions. Priced at $2,000 per seat.
• Coleman Certified SBA 7(a) Loan Servicing/Liquidation Training 8-week online certification course covering SBA 7(a) loan servicing and liquidation procedures per SOP 5057 2. Topics include lender responsibility, environmental issues, servicing requests, modifications, deferments, workout plans, and litigation. Includes Thursday Office Hours coaching sessions. Priced at $1,495 per seat.
• 2026 SBA 7(a) Loan Department Compensation Survey Annual compensation benchmarking report covering SBA Loan Department Manager, BDO, Underwriter, Packager, Closer, and Servicer positions. Based on responses from over 100 SBA lenders including 33% of Top 100 SBA lenders. Includes salary ranges, total compensation, production tiers, commission structures, and year-over-year trends. Individual reports from $495 or complete 6-report bundle for $995.
• Coleman Professional Webinars Live and recorded professional training webinars on SBA lending topics including underwriting, pricing, fraud detection, credit memos, and compliance. Offered at $500 single email user license or $800 unlimited site license. Includes e-certification and recording for all sessions.
• NASLB SBA Loan Broker and Lender Table Twice-monthly virtual meetings (1st and 3rd Thursdays at 12pm Eastern) connecting SBA loan brokers with lenders. Lenders present credit criteria; brokers bring real deals for guidance. Included with NASLB membership ($295/year for brokers, $2,500/year for lenders). Features 25 meetings per year with direct broker-lender matchmaking.
• NASLB Winter Summit Annual SBA industry summit in Orlando, FL bringing together SBA brokers, lenders, referral partners, and dealmakers. Features lender credit appetite discussions, market and regulatory updates, SBA 7(a) and 504 lending sessions, and business acquisition financing topics. Early bird registration $297 (brokers) / $597 (lenders).
• SBA Secondary Market Summit 19th Annual SBA Secondary Market Summit in Washington D.C. bringing together the Big Four of SBA secondary market: brokers, investors, sellers, and SBA. Features industry outlook discussions, policy updates, and networking. Priced at $995/attendee with pre-conference reception.
• Coleman SBA Lender Professional Awards Annual awards ceremony recognizing excellence in SBA lending across categories including Lender of the Year, Sales Executive, Portfolio Manager, Rising Star, and Innovation awards. Event held in March with nominations opening in November prior year.

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability5 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• NASLB (National Association of SBA Loan Brokers)coreStrategic or Co-development Partner · 21 April 2026Coleman Report produces and manages NASLB, the National Association of SBA Loan Brokers. NASLB hosts the annual NASLB SBA Loan Broker/Lender Summit events (Spring in Las Vegas, Winter in Orlando) and the Coleman Table virtual meetings connecting SBA lenders and brokers. The association drives community engagement and product distribution for Coleman Report.
• BanescominorStrategic or Co-development Partner · 19 March 2026Banesco hosted the 2026 Coleman SBA Lender Professional Awards ceremony on March 19, 2026. Banesco was also recognized as Emerging SBA Lender of the Year at the same event.
• Citrus Club (Orlando)minorStrategic or Co-development PartnerCitrus Club in downtown Orlando serves as the venue for the NASLB Winter Summit in November 2026. The prestigious venue hosts networking events and educational sessions for SBA industry professionals.
• The Cosmos Club (Washington D.C.)minorStrategic or Co-development PartnerThe Cosmos Club serves as the main venue for the 19th Annual SBA Secondary Market Summit in Washington D.C. The venue hosts the pre-conference networking reception and main summit sessions.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• National Association of Government Guaranteed Lenders (NAGGL): NAGGL is the primary US trade association for SBA and government-guaranteed lending professionals, offering training, conferences, and advocacy. It is the most direct peer to Coleman's NASLB and conference business in serving SBA lenders and brokers with continuing education and policy intelligence.
• Lendio: Lendio is a small business lending marketplace connecting borrowers with banks and SBA lenders. It sits in the same SBA broker-lender ecosystem Coleman Report covers and produces its own educational content for small business lending professionals, making it a partial competitor in content and events.
• SmartBiz Loans: SmartBiz is an SBA 7(a) loan origination platform serving small businesses and partner banks. While technology-led, it operates in the same SBA lender/broker ecosystem Coleman covers and increasingly publishes content and training for SBA lending professionals, putting it in partial competition for mindshare.

Broad incumbents

• American Bankers Association (ABA): ABA is the largest US banking industry trade association, offering broad training, certification, and events across commercial, retail, and consumer banking. Its training programs touch SBA lending as one of many banking topics, making it a broad incumbent that competes for the same institutional training budgets as Coleman.
• Risk Management Association (RMA): RMA is a membership association for commercial and small business lending professionals, providing credit risk training, certification, and conferences. It overlaps with Coleman in serving small business and SBA lenders with structured curriculum and professional development, though on a broader credit-risk mandate.
• Credit Union National Association (CUNA): CUNA is the primary US credit union trade association, providing training, certifications, and compliance education to credit union staff, including those operating SBA lending programs. It competes for the same institutional training wallet among credit union SBA lenders that Coleman serves (e.g., Truliant Federal Credit Union).
• Mortgage Bankers Association (MBA): MBA is the principal US mortgage industry association providing training, certifications (CMDP, CMB), and large annual conferences. While primarily residential mortgage-focused, its education, events, and benchmarking products target similar bank training budgets and procurement processes as Coleman's SBA offerings.

Emerging players

• deBanked: deBanked is a media publication focused on small business and alternative lending, providing news, interviews, and events. It competes for the attention of SBA and small business lending professionals in a similar content-and-events model, though without Coleman's certification and NASLB community moat.

Others

• Live Oak Bank: Live Oak Bank is the largest US SBA 7(a) lender by volume and an active industry voice producing its own SBA market commentary and participating in Coleman events. It is a major customer-adjacent counterparty rather than a direct competitor, but shapes the SBA content ecosystem that Coleman covers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@ColemanReport
• LinkedInlinkedin.com/company/coleman-report

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coleman Report