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Short Message ReportConversations: 1 Participants: 14 Total Messages: 182Date Range: 4/24/2020 - 4/25/2020Outline of Conversations

Date
2025-03-11

Summary

Exhibit 2, filed March 11, 2025 as Document 65-2 in Case 4:21-cv-00110-SDJ, is a Short Message Report of one group conversation titled SBA-KBG, with 14 participants and 182 messages dated 4/24/2020 to 4/25/2020. The messages, shown in chronological order, discuss overnight PPP application approvals, reported as almost 5500 applications for $320m, and the expected timing of SBA's e-Tran system reopening. Participants also discuss a CPA's claim about how the Kabbage online application calculates the PPP loan amount, relationships with bank partners including CRB, Customers Bank and Celtic, and new SBA guidance. The report ends with messages from 4/25/2020 about lender-to-lender guidance and possible paths to the PPPLF.

Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used

Full text

Case 4:21-cv-00110-SDJ   Document 65-2 Filed 03/11/25   Page 1 of 14 PageID #:
                                    463




                Exhibit 2
      Case 4:21-cv-00110-SDJ       Document 65-2 Filed 03/11/25           Page 2 of 14 PageID #:
                                              464
Short Message Report

Conversations: 1                                     Participants: 14
Total Messages: 182                                  Date Range: 4/24/2020 - 4/25/2020

Outline of Conversations

        SBA-KBG • 182 messages between 4/24/2020 - 4/25/2020 • <7068880969> • <clint@flintriverhills.com>
        • <davidkmcgowan@yahoo.com> • Catherine Lynn <2252796739> • Deepesh Jain <2028213408> •
        Kate Prince <4049876386> • Kathryn Petralia <6785966422> • Kristel Adler <6094250252> • Laura
        Goldberg <9174880142> • Nipun Goel <6784804635> • Rob Frohwein <4042906116> • Sam Taussig
        <3014129193> • Spencer <7732949576>
      Case 4:21-cv-00110-SDJ                 Document 65-2 Filed 03/11/25                    Page 3 of 14 PageID #:
                                                        465
Messages in chronological order (times are shown in GMT +00:00)

         SBA-KBG

 KP      Kathryn Petralia <6785966422>                                                                             4/24/2020, 4:05 AM
         You are asking if our auto system can clear errors?

 RF      Rob Frohwein <4042906116>                                                                                4/24/2020, 11:53 AM
         That was a good night. Almost 5500 applications approved for $320m overnight!

 DJ      Deepesh Jain <2028213408>                                                                                4/24/2020, 11:55 AM
         What’s the total count now? Sorry, I don’t have access to the tool.

 S       Spencer <7732949576>                                                                                     4/24/2020, 11:56 AM
         We’ve been working hard for 2B...trying to get there before our status...

 S       Spencer <7732949576>                                                                                     4/24/2020, 11:56 AM




         Image: ~_Library_SMS_Attachments_bb_11_BF94498A-1A63-4A57-B72B-33B2C69317CE_Messages
         Image(2556519138).jpeg (34 KB)

 DJ      Deepesh Jain <2028213408>                                                                                4/24/2020, 11:57 AM
         Loved an image

 KP      Kathryn Petralia <6785966422>                                                                            4/24/2020, 12:00 PM
         Loved an image

 D       <davidkmcgowan@yahoo.com>                                                                                4/24/2020, 12:01 PM
         There is 113mm in just agreeing to our calc, once we email them, we will make it probably to 2 billion

 NG      Nipun Goel <6784804635>                                                                                  4/24/2020, 12:02 PM
         We’re f’ing getting there - I’ve been reviewing apps thru the night.

 NG      Nipun Goel <6784804635>                                                                                  4/24/2020, 12:03 PM
         (And spenny)

 ST      Sam Taussig <3014129193>                                                                                 4/24/2020, 12:55 PM
         Rubio’s people are saying e-Tran “should” fire up Monday AM. SBA hasn’t confirmed yet.

 DJ      Deepesh Jain <2028213408>                                                                                4/24/2020, 12:55 PM
         Looks like it will launching on Monday according to Rubio?
         Should get us enough time to get a lot more apps in...

 NG      Nipun Goel <6784804635>                                                                                  4/24/2020, 12:56 PM
         Monday am? Are you kidding me?

 DJ      Deepesh Jain <2028213408>                                                                                4/24/2020, 12:56 PM
         You can get some sleep now Nipun ​      ​

 KP      Kathryn Petralia <6785966422>                                                                            4/24/2020, 12:56 PM
         Omg
     Case 4:21-cv-00110-SDJ                 Document 65-2 Filed 03/11/25                   Page 4 of 14 PageID #:
                                                       466
NG    Nipun Goel <6784804635>                                                                               4/24/2020, 12:56 PM
      Sam I’m going to kill you lolzzz

ST    Sam Taussig <3014129193>                                                                              4/24/2020, 12:56 PM
      “Should” is operative word

KP    Kathryn Petralia <6785966422>                                                                         4/24/2020, 12:56 PM
      Meaning it may be even later?!?

ST    Sam Taussig <3014129193>                                                                              4/24/2020, 12:57 PM
      Da government gonna do what da government gonna do

NG    Nipun Goel <6784804635>                                                                               4/24/2020, 12:57 PM
      I’ve been up all night getting apps approved

D     <davidkmcgowan@yahoo.com>                                                                             4/24/2020, 12:57 PM
      You still can't sleep Nipun

ST    Sam Taussig <3014129193>                                                                              4/24/2020, 12:57 PM
      ^ seemingly yes. SBA’s response is ​       ​

      I am trying to validate

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      Let’s go team! In the final 3 hours, I mean 72 hours

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      I mean 168 hours

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      Oh, wait it’s on

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      No it’s off

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      Let’s try to hit $5b before it turns on!

ST    Sam Taussig <3014129193>                                                                              4/24/2020, 12:58 PM
      You wanted more time

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 12:58 PM
      I do

KP    Kathryn Petralia <6785966422>                                                                         4/24/2020, 12:59 PM
      Welcome to another Monday

#     <7068880969>                                                                                           4/24/2020, 1:00 PM
      It’s Friday, there are only two more working days until Monday

NG    Nipun Goel <6784804635>                                                                                4/24/2020, 1:01 PM
      I think we’ve found EASY areas to throw bodies and hopefully, improving OCR - I got thru at least 3-5mm last night.

      Sorry Nan I didn’t follow our standard packet process but we f’ing knocked out a ton. ​   ​   ​   ​
     Case 4:21-cv-00110-SDJ              Document 65-2 Filed 03/11/25                      Page 5 of 14 PageID #:
                                                    467
KP    Kathryn Petralia <6785966422>                                                                           4/24/2020, 1:01 PM
      My point is that every day is Monday

KP    Kathryn Petralia <6785966422>                                                                           4/24/2020, 1:01 PM
      Oh

KP    Kathryn Petralia <6785966422>                                                                           4/24/2020, 1:01 PM
      ​   ​

DJ    Deepesh Jain <2028213408>                                                                               4/24/2020, 1:01 PM
      Loved “I think we’ve found EASY areas to throw bodies and hopefully, improving OCR - I got thru at least 3-5mm last
      night.

      Sorry Nan I didn’t follow our standard packet process but we f’ing knocked out a ton. ​   ​   ​   ​”

RF    Rob Frohwein <4042906116>                                                                               4/24/2020, 1:03 PM
      That’s the name of the book and movie “Every Day is Monday”

RF    Rob Frohwein <4042906116>                                                                               4/24/2020, 1:19 PM
      Our goal should be $5b by Monday

RF    Rob Frohwein <4042906116>                                                                               4/24/2020, 1:19 PM
      (Or more)

NG    Nipun Goel <6784804635>                                                                                 4/24/2020, 1:36 PM




      Image: ~_Library_SMS_Attachments_61_01_DC4F7F08-482F-4DF4-84BB-02845BBCFFE2_ms-FOyhGT.gif (1 MB)

ST    Sam Taussig <3014129193>                                                                                4/24/2020, 1:49 PM
      Ok, SBA CoS picked up the phone. There will be a joint release from TRSY and SBA (run by the WH) around when
      Trump signs with more details.
      Briggs can neither “confirm nor deny Monday until the bill is signed” but “SBA needs significant time to update e-Tran”. Off
      the record: they have no fucking idea how to deal with the $60B set aside.

ST    Sam Taussig <3014129193>                                                                                4/24/2020, 2:10 PM
      Trump aid asked SBA if lenders could put Trump’s signature on the loan agreements.
     Case 4:21-cv-00110-SDJ               Document 65-2 Filed 03/11/25                  Page 6 of 14 PageID #:
                                                     468




      Image: ~_Library_SMS_Attachments_1f_15_1BDFE4B9-30A2-469F-9E35-F0347C077CFC_IMG_3225.gif (386 KB)

S     Spencer <7732949576>                                                                                  4/24/2020, 2:11 PM
      If he wants to take the guarantee risk...we will make it happen

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 2:16 PM
      Wish there was an app that could take your name and make it look like Trump’s signature with a big black Markie

KP    Kathryn Petralia <6785966422>                                                                         4/24/2020, 2:17 PM
      Maybe the ink can have bleach in it to fight the virus

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 2:18 PM




      Image: ~_Library_SMS_Attachments_42_02_9612F4EC-3B94-49EF-B20A-5F1301BF1BC9_Unknown.jpeg (6 KB)

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 2:19 PM
      https://www.youtube.com/watch?v=335Qnh-GRcA


      Attachment: ~_Library_SMS_Attachments_a9_09_04A8056F-DD8F-4D75-97DB-E54A7C454760_B86E4A3D-9547-4FF5-
      935E-9C62F9255D6F.pluginPayloadAttachment (606 KB)


      Attachment: ~_Library_SMS_Attachments_aa_10_AB040B0F-6136-4D56-AA43-DB3CD6C162D1_52FE79E2-B9F9-
      402B-928A-CCD3CFA43D5B.pluginPayloadAttachment (15 KB)

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 2:19 PM
      One of my favorite of all time

RF    Rob Frohwein <4042906116>                                                                             4/24/2020, 2:22 PM
      So someone sent this to Kate. Sam - do you want to follow up with him. Doubt he’s accurate - probably is just looking for
      biz.


      Attachment: ~_Library_SMS_Attachments_98_08_17430EB2-1A47-4494-A8EB-5EDC868FA07A_voicemail-483.m4a (86
      KB)

KP    Kate Prince <4049876386>                                                                              4/24/2020, 2:23 PM
      Sam he has now emailed and texted me too so I can forward the email
     Case 4:21-cv-00110-SDJ                Document 65-2 Filed 03/11/25                      Page 7 of 14 PageID #:
                                                      469
RF    Rob Frohwein <4042906116>                                                                           4/24/2020, 2:23 PM
      He says there’s a glaring error in the calc

ST    Sam Taussig <3014129193>                                                                            4/24/2020, 2:23 PM
      Ok

LG    Laura Goldberg <9174880142>                                                                         4/24/2020, 2:24 PM
      Let’s have CS call

LG    Laura Goldberg <9174880142>                                                                         4/24/2020, 2:24 PM
      Send to me

RF    Rob Frohwein <4042906116>                                                                           4/24/2020, 2:25 PM
      Bottom line let’s hear what he has to say

LG    Laura Goldberg <9174880142>                                                                         4/24/2020, 2:25 PM
      Of course

RF    Rob Frohwein <4042906116>                                                                           4/24/2020, 2:25 PM
      From person (in email): Bob Allard gave me your number. I am a CPA, the Kabbage online application for PPP has a
      HUGE mistake in how it figures the loan amount that is gonna get you guys in trouble. Call me at 678-362-6547 ASAP

S     Spencer <7732949576>                                                                                4/24/2020, 2:25 PM
      We’ve heard it all before...fine to listen to him but we’ve gone through this with council

KP    Kate Prince <4049876386>                                                                            4/24/2020, 2:25 PM
      Laura I sent you email and text

NG    Nipun Goel <6784804635>                                                                             4/24/2020, 2:25 PM
      Yeah Laura if you can have someone reach out - def need to understand what is. We’ve had a lot of commentary re:
      what’s right / what’s wrong. But we’ve walked thru all of this with outside counsel.

S     Spencer <7732949576>                                                                                4/24/2020, 2:26 PM
      What we were tasked to do by SBA is not possible and our calc gets as close as possible

NG    Nipun Goel <6784804635>                                                                             4/24/2020, 2:26 PM
      Spenny beat me to the punch.

LG    Laura Goldberg <9174880142>                                                                         4/24/2020, 2:26 PM
      If he is not a customer/CS isn’t right

S     Spencer <7732949576>                                                                                4/24/2020, 2:26 PM
      It’s not perfect but it’s what we can do at a semblance of scale

LG    Laura Goldberg <9174880142>                                                                         4/24/2020, 2:26 PM
      I can’t answer those questions - but will find someone who can

RF    Rob Frohwein <4042906116>                                                                           4/24/2020, 2:26 PM




      Image: ~_Library_SMS_Attachments_e1_01_3744E212-0D22-4474-9F7C-19641DE4859A_Screen Shot 2020-04-24 at
      10.26.31 AM.jpeg (11 KB)
     Case 4:21-cv-00110-SDJ                 Document 65-2 Filed 03/11/25                   Page 8 of 14 PageID #:
                                                       470
S     Spencer <7732949576>                                                                                       4/24/2020, 2:26 PM
      It’s also what pretty much everyone else is doing

KP    Kathryn Petralia <6785966422>                                                                              4/24/2020, 2:26 PM
      Loved an image

S     Spencer <7732949576>                                                                                       4/24/2020, 2:27 PM
      Emphasized an image

KP    Kate Prince <4049876386>                                                                                   4/24/2020, 2:27 PM
      Emphasized an image

NG    Nipun Goel <6784804635>                                                                                    4/24/2020, 2:27 PM
      If we’re going to stick to principles of automation, this is how we accomplish it.

KA    Kristel Adler <6094250252>                                                                                 4/24/2020, 3:02 PM
      Customers Bank is signed (in case you didn’t catch it on the call)

#     <7068880969>                                                                                               4/24/2020, 3:18 PM
      Liked “Customers Bank is signed (in case you didn’t catch it on the call)”

ST    Sam Taussig <3014129193>                                                                                   4/24/2020, 4:32 PM
      Bill signed

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:38 PM
      I just broke up with CRB as a referring partner but the bank partnership might also be over potentially.

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:38 PM
      They’re complete assholes.

S     Spencer <7732949576>                                                                                       4/24/2020, 4:39 PM
      No pressure Clint ​   ​

KP    Kathryn Petralia <6785966422>                                                                              4/24/2020, 4:39 PM
      Holy Moses

C     <clint@flintriverhills.com>                                                                                4/24/2020, 4:39 PM
      ​   ​

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:41 PM
      We can also re-engage with Celtic if we want, but would want to know that asap.

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:42 PM
      However, CRB is nothing but a bunch of goons.

DJ    Deepesh Jain <2028213408>                                                                                  4/24/2020, 4:42 PM
      What happened with CRB?

KP    Kathryn Petralia <6785966422>                                                                              4/24/2020, 4:42 PM
      We have to use Celtic’s etran thing

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:43 PM
      We have had two relationships with CRB - referral and banking. I just broke off the referral relationship because they’re
      acting like assholes

RF    Rob Frohwein <4042906116>                                                                                  4/24/2020, 4:43 PM
      I’ve also offered to cut off the banking relationship
     Case 4:21-cv-00110-SDJ                Document 65-2 Filed 03/11/25                     Page 9 of 14 PageID #:
                                                      471

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:43 PM
      I think they’ll want to continue that but I can’t be sure

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:44 PM
      So we need plan F

DJ    Deepesh Jain <2028213408>                                                                                   4/24/2020, 4:45 PM
      I have an idea...

DJ    Deepesh Jain <2028213408>                                                                                   4/24/2020, 4:47 PM
      Quontic Bank is a CDFI and is apparently a SBA approved lender...
      There is a strong push to get CDFIs a seat at the table (Rob, I believe you got a letter on that front?).
      It’s also expected that CDFIs can access the PPPLF this weekend.
      SR approached me to sell loans directly
      To them as they have a relationship with them.
      I told him that we won’t unless we get better economics

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:47 PM
      Hey all, given the acrimonious relationship with CRB, I think it’s best if we move entirely off of them.

DJ    Deepesh Jain <2028213408>                                                                                   4/24/2020, 4:47 PM
      So we can work with them to use their etran - originate loans through them and get better economics

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:47 PM
      I’m afraid they’ll sabotage us on Monday.

ST    Sam Taussig <3014129193>                                                                                    4/24/2020, 4:47 PM
      Why would we do that? We know CRB works and they fit into the small bucket.... Can we talk about this?

DJ    Deepesh Jain <2028213408>                                                                                   4/24/2020, 4:48 PM
      I meant better economics than current SR economics

KA    Kristel Adler <6094250252>                                                                                  4/24/2020, 4:48 PM
      Do they really have another partner who can process?

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:48 PM
      It doesn’t make a diff Kristel

KP    Kathryn Petralia <6785966422>                                                                               4/24/2020, 4:48 PM
      We need to get on a call

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:48 PM
      I won’t work with them any longer

KA    Kristel Adler <6094250252>                                                                                  4/24/2020, 4:48 PM
      Maybe bluevine?

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:48 PM
      I’m through with them

RF    Rob Frohwein <4042906116>                                                                                   4/24/2020, 4:48 PM
      entirely

ST    Sam Taussig <3014129193>                                                                                    4/24/2020, 4:50 PM
      Talk at 1?
     Case 4:21-cv-00110-SDJ                Document 65-2 Filed 03/11/25              Page 10 of 14 PageID #:
                                                       472
ST     Sam Taussig <3014129193>                                                                            4/24/2020, 4:50 PM
       Some of us are on calls. Kate - can we talk at 1?

ST     Sam Taussig <3014129193>                                                                            4/24/2020, 4:53 PM
       Kate is busy. Just sent invite

KP     Kate Prince <4049876386>                                                                            4/24/2020, 4:59 PM
       Sorry guys Reid fell and busted his lip right as Sam sent that. Thanks Sam!

RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:00 PM
       Not my room

RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:00 PM
       I’m driving

RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:00 PM
       And can’t get that to work. Send a diff link

ST     Sam Taussig <3014129193>                                                                            4/24/2020, 5:00 PM
       Ok. KP will join late. Use my number 202.850.9008

LG     Laura Goldberg <9174880142>                                                                         4/24/2020, 5:02 PM
       What room?

LG     Laura Goldberg <9174880142>                                                                         4/24/2020, 5:02 PM
       I am confused

ST     Sam Taussig <3014129193>                                                                            4/24/2020, 5:02 PM
       202.850.9008

KP     Kate Prince <4049876386>                                                                            4/24/2020, 5:02 PM
       Use sam’s number above!

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:04 PM
       I got invalid number or meeting not started

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:05 PM
       Nervermind, call it

LG     Laura Goldberg <9174880142>                                                                         4/24/2020, 5:30 PM
       FYI - we have already surpassed 330k calls. No one is getting through. Happened when trump signed

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:30 PM
       So it was already on?

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:30 PM
       What happened to Monday?

RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:30 PM
       She’s just talking about CS

LG     Laura Goldberg <9174880142>                                                                         4/24/2020, 5:30 PM
       No, when trump signed the bill, the calls spiked
     Case 4:21-cv-00110-SDJ                Document 65-2 Filed 03/11/25                Page 11 of 14 PageID #:
                                                       473
RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:30 PM
       Etran isn’t on

DJ     Deepesh Jain <2028213408>                                                                           4/24/2020, 5:30 PM
       I think these are customers calling us - etran is not on

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:30 PM
       Jesus, that was scary

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:31 PM
       Sorry about your calls, but I feel better for a second

DJ     Deepesh Jain <2028213408>                                                                           4/24/2020, 5:31 PM
       Rob - you broke up over text ....
       something for the book/film that you were referring to earlier ​   ​

RF     Rob Frohwein <4042906116>                                                                           4/24/2020, 5:51 PM
       So, the ready for etran number isn’t moving up anymore. Was that expected?

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:52 PM
       The manual ones should trickle in if they get a success, don’t think we have another chunk from AWS OCR yet, which
       would make a change, and then strategy changes planned this weekend should make a change

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:56 PM
       we also reset the consents we got for the more than 20% difference because we plan to run a new strategy, and their
       amount will change, so we need them to sign it again, so that is up to 154mm now

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 5:56 PM
       Once we get a final strategy we can email them and get back probably by that time what will be 200mm

ST     Sam Taussig <3014129193>                                                                            4/24/2020, 7:00 PM
       SBA is considering a staged approach for e-tran. They are considering, and seeking TRSY’s consent, to turn on access to
       some smaller lenders this weekend. NOTHING FINAL. But they are conducting a survey this afternoon to understand how
       much volume lenders have lined up to submit. AKA: They are totally dazed and confused

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 7:32 PM
       Still Rob’s room?

KP     Kate Prince <4049876386>                                                                            4/24/2020, 7:33 PM
       I am in - unless y’all have started a new thread without me again.

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 7:33 PM
       lol

D      <davidkmcgowan@yahoo.com>                                                                           4/24/2020, 7:33 PM
       I’m waiting for host to join

S      Spencer <7732949576>                                                                                4/24/2020, 7:33 PM
       Ditto

#      <7068880969>                                                                                        4/24/2020, 7:33 PM
       On phone w customers bank Be right there.

DJ     Deepesh Jain <2028213408>                                                                           4/24/2020, 7:35 PM
       I can’t join
       Have a conflict... on a call with Wells Fargo
       Another fire to fight
     Case 4:21-cv-00110-SDJ                Document 65-2 Filed 03/11/25                    Page 12 of 14 PageID #:
                                                       474
ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:32 PM
       We have lender to lender guidance

ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:32 PM
       Lenders participating in the Paycheck Protection Program (“PPP”) may sell participating
       interests in PPP loans to other participating Lenders in accordance with 13 CFR § 120.432(b).
       For purposes of PPP loans only, SBA’s prior written consent is not required and Lenders may
       sell participations of up to 100 percent of the principal balance of PPP loans. All participating
       interests in PPP loans must be sold to Lenders that have a signed SBA Form 750, SBA Form
       3506, or SBA Form 3507. The originating Lender must continue to hold the note, the loan
       documents and retain all servicing rights. The originating Lender will be the party responsible to
       SBA with respect to all servicing actions, including requests for advance purchases and loan
       forgiveness, and will be the party eligible for the guarantee purchase of a PPP loan.
       The originating Lender must also provide SBA’s Office of Credit Risk Management (OCRM)
       with prior written notice of any such participating interest sale at the following email address:
       PPPLoanParticipation@sba.gov. For purposes of PPP loans only, the originating Lender will be
       considered to meet the good standing and satisfactory performance requirements of 13 CFR §
       120.433.

ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:32 PM
       Will email too

ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:40 PM
       Also SBA just killed e-tran test because too many people are capacity testing. Engines are revving!

KA     Kristel Adler <6094250252>                                                                            4/24/2020, 8:43 PM
       A+ for Clint for getting ours done early!

#      <7068880969>                                                                                          4/24/2020, 8:43 PM
       Loved “A+ for Clint for getting ours done early!”

ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:50 PM
       Loved “A+ for Clint for getting ours done early!”

S      Spencer <7732949576>                                                                                  4/24/2020, 8:50 PM
       Who’s going to play Clint in the movie?

KA     Kristel Adler <6094250252>                                                                            4/24/2020, 8:51 PM
       Thor!

ST     Sam Taussig <3014129193>                                                                              4/24/2020, 8:51 PM
       Chuck Norris

#      <7068880969>                                                                                          4/24/2020, 8:52 PM
       Chuck too old. Thor for sho

S      Spencer <7732949576>                                                                                  4/24/2020, 8:53 PM
       Laughed at “Chuck too old. Thor for sho”

KP     Kathryn Petralia <6785966422>                                                                         4/24/2020, 8:57 PM
       Out of curiosity who is going to watch a movie about PPP loans?

S      Spencer <7732949576>                                                                                  4/24/2020, 8:58 PM
       The same people who watched he big short

KP     Kathryn Petralia <6785966422>                                                                         4/24/2020, 9:03 PM
       I’ll call Michael Lewis

KA     Kristel Adler <6094250252>                                                                            4/24/2020, 9:03 PM
     Case 4:21-cv-00110-SDJ               Document 65-2 Filed 03/11/25                        Page 13 of 14 PageID #:
                                                      475
       I have his snail mail address

KA     Kristel Adler <6094250252>                                                                              4/24/2020, 9:04 PM
       I already found it. 100% sending this to him as a bundle. Kabbage plays the role of little known story amidst backdrop of
       pandemic and government bungling. If he doesn’t write it I will.

KP     Kathryn Petralia <6785966422>                                                                           4/24/2020, 9:08 PM
       I think it could be a good story. My sister has some good CDC government bullshit stories too, including one about
       Arkansas prisons. He likes to use random stories

RF     Rob Frohwein <4042906116>                                                                               4/24/2020, 9:09 PM
       I’ll find out if Jon Hamm is available to play me in the movie.

KA     Kristel Adler <6094250252>                                                                              4/24/2020, 9:09 PM
       Alec Baldwin.

D      <davidkmcgowan@yahoo.com>                                                                               4/24/2020, 9:27 PM
       Bradley Cooper is up for playing me, but if he isn’t available Chris Hemsworth is in

RF     Rob Frohwein <4042906116>                                                                               4/24/2020, 9:34 PM
       We are still $23m short of delivery on the first tranche and it’s been about 9 days or so. What’s the plan here?

D      <davidkmcgowan@yahoo.com>                                                                               4/24/2020, 9:36 PM
       KP is chatting with Laura now, we emailed them today again, they were going to talk on options on was to push them to
       come

LG     Laura Goldberg <9174880142>                                                                             4/24/2020, 9:39 PM
       Customer has the list has been calling today and will resume tomorrow

LG     Laura Goldberg <9174880142>                                                                             4/24/2020, 9:39 PM
       Customer service

RF     Rob Frohwein <4042906116>                                                                              4/24/2020, 10:37 PM
       May have a call tonight with SVB about a correspondent relationship. Keep an eye out

ST     Sam Taussig <3014129193>                                                                               4/24/2020, 10:37 PM
       ​   ​

DJ     Deepesh Jain <2028213408>                                                                              4/24/2020, 10:37 PM
       I have reached out to BMO also
       They are checking internally

RF     Rob Frohwein <4042906116>                                                                              4/24/2020, 11:47 PM
       PPPLF apparently has CEO attestation that the borrower has access to no other capital

ST     Sam Taussig <3014129193>                                                                               4/24/2020, 11:48 PM
       Borrower being us.

DJ     Deepesh Jain <2028213408>                                                                              4/24/2020, 11:48 PM
       Yep

DJ     Deepesh Jain <2028213408>                                                                              4/24/2020, 11:52 PM
       I don’t know how any bank can certify that... if they can, why can’t we? ​   ​

KP     Kathryn Petralia <6785966422>                                                                          4/24/2020, 11:53 PM
       That’s insane
     Case 4:21-cv-00110-SDJ               Document 65-2 Filed 03/11/25                     Page 14 of 14 PageID #:
                                                      476
KP     Kathryn Petralia <6785966422>                                                                          4/24/2020, 11:53 PM
       And plain stupid

ST     Sam Taussig <3014129193>                                                                               4/24/2020, 11:53 PM
       I am not worried

DJ     Deepesh Jain <2028213408>                                                                              4/24/2020, 11:54 PM
       Let’s just hope that SR doesn’t go to the fed showing our agreement with them and saying that we had access to capital!

RF     Rob Frohwein <4042906116>                                                                              4/25/2020, 12:01 AM
       Glad you’re not worried Sam. Deputizing you as ceo.

DJ     Deepesh Jain <2028213408>                                                                              4/25/2020, 12:02 AM
       Laughed at “Glad you’re not worried Sam. Deputizing you as ceo. ”

DJ     Deepesh Jain <2028213408>                                                                              4/25/2020, 12:25 AM
       Is anyone an expert on correspondent bank requirements? I don’t have much idea except for some google education.
       This if for the 9pm call.

KA     Kristel Adler <6094250252>                                                                             4/25/2020, 12:56 AM
       Nope but my main takeaway from googling is that it should be a flat fee per txn not volume based

ST     Sam Taussig <3014129193>                                                                                 4/25/2020, 1:48 AM
       I think everyone is only partially aware that the "lender to lender" guidance spooked SR today. Allow me to clarify all this.
       SR believes SBA's guidance supersedes the previous secondary market guidance from TRSY from a few days ago. I,
       Azba, and our outside legal eagles see those as two very distinct issues because they live under two distinct statutes, but
       SR doesn't. I was able to connect briefly with the SBA's Chief of Staff, but his reaction was not helpful. It was more like a
       Homer Simpson "DOH!" than anything else. I need to talk with SBA legal tomorrow now to unfuck this. If it doesn't get
       clarified, then we're prepared to balance sheet at CRB and Customers if need be (with the new lender to lender guidance)
       AND are exploring rapid paths to PPLF. We'll likely need a correspondent banking relationship with a main street bank for
       PPLF, so if you have high-level contacts, now would be the time to call them. I think the SBA just needs to clarify their
       guidance, but we'll figure this out one way or the other.

ST     Sam Taussig <3014129193>                                                                                 4/25/2020, 1:49 AM
       Also, just to sum up, on the SBA doc thread, we have 1) new FAQs, 2) new eligibility requirements, and 3) new calc rules
       all from this afternoon. Docs are now up here:

ST     Sam Taussig <3014129193>                                                                                 4/25/2020, 1:49 AM
       https://home.treasury.gov/policy-issues/cares/assistance-for-small-businesses


       Attachment: ~_Library_SMS_Attachments_ac_12_0C66C95A-202A-4B31-A8E2-123E7942E6E3_F908CE7F-C779-4E5F-
       932F-A99FABD80A58.pluginPayloadAttachment (346 bytes)

DJ     Deepesh Jain <2028213408>                                                                                4/25/2020, 1:49 AM
       To be fair, unless you spoke with SR, they were not spooked. They are wondering and questioning what this new
       guidance means

DJ     Deepesh Jain <2028213408>                                                                                4/25/2020, 1:50 AM
       So let’s not jump the gun here


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