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Lender Documentation Tool

Lender Documentation Tool

Find Lender Forms, SOPs, Notices, and Loan Packages

Your search results will be returned below. The newest documents will appear at the top of the results by default. The results can be sorted by clicking any table header.

If you want to run a new search, use the dropdown menu to select the type of document for your search. You can select Lending Forms, SOPs, Lending Notices, Loan Packages, or All Documentation. Click Search Your Documents to obtain your results.

Additional Search Criteria are optional. You can use none, some or all the fields as desired.

Quick Links: Forms by Name | Notices by Date | SOPs by Number

    

 

Additional Search Criteria:
Number Title/Name Lending Stage Last updatedsort descending Effective Date Expiration Date
5000-1309 Additional Clarification on Fee Reductions for Loans of $150,000 or Less
5000-1309.pdf
Fri, 2014-06-27 13:57 Sun, 03/01/2015
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
5000-1304 Improved LGPC Submission Process
5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
5000-1299 SBA Veterans Advantage
5000-1299.pdf
Fri, 2014-06-27 14:00
4506-T Request for Transcript of Tax Return
Request for Transcript of Tax Return
Thu, 2014-07-10 13:46
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
1919 Borrower Information Form
SBA 1919 SSN
Mon, 2014-07-14 09:42 Mon, 04/17/2017
1149 Lender's Transcript of Account
SBA Form 1149
Guaranty Purchase Wed, 2014-07-16 12:28 Sat, 02/28/2015
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
2301 Community Advantage Lender Participation Application
SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
1919 BORROWER INFORMATION FORM
SBA Form 1919 4-28-14 review
Thu, 2014-07-17 14:55 Mon, 04/17/2017
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
1502 Guaranty Loan Status & Lender Remittance Form
Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
1086 Secondary Participation Guaranty Agreement
SBA Form 1086 Feb 2014
Wed, 2014-07-30 15:34 Tue, 02/28/2017
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
Reverse PIF
Reverse_PIF
Servicing Thu, 2014-07-31 14:45
Request for Loan Reinstatement
REINSTATE_F
Wed, 2014-08-06 12:51
50 57 (A) 7(a) Loan Servicing and Liquidation
SOP_50_57-7(a)_Loan_Servicing_and_Liquidation_FINAL.pdf
Servicing Thu, 2014-08-07 14:04 Thu, 03/27/2014 - 00:00
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
7(a) Submission Tools
Wed, 2014-08-13 17:15 Tue, 09/30/2014
1920 LENDER'S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA 1920.pdf
Thu, 2014-08-14 08:46 Sun, 04/30/2017
2413 Women Owned Small Business (WOSB) Program Certification
SBA Form 2413
Thu, 2014-08-14 12:57 Fri, 01/31/2014
2414 Women Owned Small Business (WOSB) Program Certification - EDWOSBs
SBA Form 2414
Thu, 2014-08-14 13:04 Fri, 01/31/2014
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
SBA Form 159(7a)
Closing Tue, 2014-08-19 11:16 Fri, 11/30/2012
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Wed, 2014-08-20 11:05 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Wed, 2014-08-20 11:07 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Wed, 2014-08-20 11:15 Sat, 12/31/2016
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA_1920
Wed, 2014-08-20 11:27 Sun, 04/30/2017
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
50 10 5(F) SOP 50 10 5(F)
SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:38 Wed, 01/01/2014 - 00:00
50 10 5(F) Lender and Development Company Loan Programs
SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
652 SBA Form 652
SBA Form 652
Tue, 2014-09-16 15:04 Tue, 09/16/2014
5000-1318 7(a) and 504 Fees Effective October 1, 2014
5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015

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