Curriculum Bundle

504 Loan Closing Basics Package (2022 Update)

Become a Designated Attorney with these SBA-approved courses. This Curriculum Bundle includes 13 courses

Curriculum Description

This 13-Session SBA-approved training is for:

  • Attorneys and paralegals
  • Bankers and bank counsel
  • CDC managers and staff

Attorneys who complete this training have met the SBA-approved training course requirement to become a Designated Attorney. Please refer to individual programs for CLE accreditation information.

These courses include access to 1000+ pages of downloadable and searchable materials and forms.

Course Manual

Approximately 500 pages fully annotated to SBA statutes, regulations, SOPs, National Authorization Boilerplate and Forms. Includes Acronyms used in 504 Loans.


Over 100 forms, including all SBA Forms with instructions, Sacramento Loan Processing Center and Commercial Loan Servicing Center forms for closing 504 Loans, and over 50 sample forms.

PowerPoint & Case Studies

Over 600 slides covering all aspects of 504 Loan Closings and two Case Studies on how to complete SBA Forms and conduct a 504 Loan Closing.

Credit Information

This course is pre-approved for CLE credit in the following states. If your state is not listed, contact support for more information on how to receive credit

Alabama (CLE)
12.1 General
Alaska (CLE)
19.5 General
Arizona (CLE)
19.5 General
Arkansas (CLE)
19.75 General
California (CLE)
19.5 General
Connecticut (CLE)
19.5 General
Georgia (CLE)
18 General
Hawaii (CLE)
11 General
Illinois (CLE)
19.5 General
Kansas (CLE)
21 General
Minnesota (CLE)
19.75 General
Missouri (CLE)
23.4 General
Nevada (CLE)
19.5 General
New Jersey (CLE)
23.8 General
New Mexico (CLE)
19.5 General
New York (CLE)
20.5 Professional Practice
North Carolina (CLE)
19.5 General
Ohio (CLE)
11 General
Pennsylvania (CLE)
19.5 General
South Carolina (CLE)
20.04 General
Tennessee (CLE)
16.96 General
Texas (CLE)
11 General
Vermont (CLE)
19.5 General
Virginia (CLE)
17.5 General
West Virginia (CLE)
13.2 General
Wisconsin (CLE)
11 General
Texas (TBLS)
3.5 General
Lawline reports attorney attendance in select states. View more about CLE reporting .


Janice E. Garlitz
Janice E. Garlitz Janice E. Garlitz, PC

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