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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 updated Effective Date Expiration Date
CDC 503/504 Liquidation Plan
504LiquidationPlan_20130430.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Reinstatement of SBA Guaranty
Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Checklist for Submitting Equipment Appraisal
CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Checklist for Submitting Environmental Investigation
CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Checklist for Submitting a 504 Loan Application
CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Eligibility Information Required for 504 Submission
Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
10 Tab Express Purchase Demand Kit with ARC Loan provisions
10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
10 Tab Express Purchase Demand Kit
10 Tab Express Purchase Demand Kit
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
Regular 7(a) Guaranty Purchase Package Tabs
regular-7a-guaranty-purchase-package-tabs.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 01/01/2015
Litigation Plan
Litigation Plan
Sat, 2014-06-14 00:50 Sat, 10/26/2013
SBA Charge Off Tabs/Wrap-Up Report
SBA Charge Off Tabs & Wrap-Up Report.pdf
Sat, 2014-06-14 00:50 Mon, 04/04/2016
2000-744 Required TINs in CPC System
Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
50 51 2 Loan Liquidation & Acquisition Property
Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
Care and Preservation of Collateral (CPC) Tabs
Care and Preservation of Collateral (CPC) Tabs
Guaranty Purchase Sat, 2014-06-14 00:50 Sat, 10/26/2013
1979 Liquidation Plan Format
Liquidation Plan Format
Liquidation Sat, 2014-06-14 00:50 Sat, 10/26/2013
Helpful Hints Guide
Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
Power of Attorney Agreement
Power of Attorney Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Transfer of Participation Agreement
Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Request for Loan Reinstatement
Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-917 Implementing the New SBA: Streamlining Loan Servicing
Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
50 50 4 Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Mon, 12/01/1997 - 00:00
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237 6-26-14 in Progress.pdf
Servicing Wed, 2014-07-02 14:47 Fri, 01/31/2014
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
7(a) Submission Tools
LGPC Submission Template, Tabs 1-10_Printable_.pdf, LGPC Submission Template, Tabs 1-5.pdf, LGPC Submission Template, Tabs 6-7.pdf, LGPC Submission Template, Tabs 8-10.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
7(a) Submission Tools
LGPC Submission Template, Tabs 1-10_Printable_.pdf, LGPC Submission Template, Tabs 1-5.pdf, LGPC Submission Template, Tabs 6-7.pdf, LGPC Submission Template, Tabs 8-10.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
7(a) Submission Tools
LGPC Submission Template, Tabs 1-10_Printable_.pdf, LGPC Submission Template, Tabs 1-5.pdf, LGPC Submission Template, Tabs 6-7.pdf, LGPC Submission Template, Tabs 8-10.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
7(a) Submission Tools
LGPC Submission Template, Tabs 1-10_Printable_.pdf, LGPC Submission Template, Tabs 1-5.pdf, LGPC Submission Template, Tabs 6-7.pdf, LGPC Submission Template, Tabs 8-10.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
1919 Borrower Information Form
SBA 1919 SSN
Mon, 2014-07-14 09:42 Mon, 04/17/2017
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
Authorization (SBA Express Loan)
bank-auth-sba-express-form_20140115.doc
Authorization Sat, 2014-06-14 00:50
Authorization (Community Express Loan)
Authorization (Community Express Loan)
Authorization Sat, 2014-06-14 00:50 Sat, 10/26/2013
Lender Checklist for Submitting PLP Loan Requests
Submission Checklist for PLP Loan Requests.pdf
Sat, 2014-06-14 00:50 Fri, 10/25/2013
Award Nomination Consent Form
Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
2137 Small Business Week Consent for Disclosure of Information
Small Business Week Consent for Disclosure of Information
Sat, 2014-06-14 00:50 Thu, 10/17/2013
504 Risk Based Lender Review
504 Risk Based Lender Review.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
7(a) Risk Based Lender Review
7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Request for Approval of Transfer Certificate
Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
LLL Disclosure of Lobbying Activities
Disclosure of Lobbying Activities.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Certification of Cash Match and Program Income
Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
424B Assurances - Non-Construction Programs
SF 424b_ Assurances_Non_Construction Programs.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
424 Application for Federal Assistance
SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
722 SBA FORM 722 (10-02)
SBA Form 722 Equal Opportunities
Closing Sat, 2014-06-14 00:50 Fri, 10/14/2011
HUBZone Program Certification for Applicants Owned by CDCs
HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
HUBZone Program Certification for Applicants Owned by ANCs
HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
HUBZone Program Certification for Applicants Owned by U.S. Citizen
HUBZone Program Certification for Applicants Owned by U.S. Citizens
Sat, 2014-06-14 00:50 Wed, 10/31/2012
Certification Regarding Drug Free Workplace Requirements
Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011

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