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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.

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Additional Search Criteria:
Number Title/Name Lending Stage Last updated Effective Date Expiration Date
5000-1104 New Alternative Size Standard for 7(a) Loans Published
New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1087 New IRS Tax Verification Alternative
New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1089 New SBA Form 1086 Secondary Participation Guaranty Agreement
New SBA Form 1086 Secondary Participation Guaranty Agreement
Sat, 2014-06-14 00:55 Tue, 12/01/2009
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1150 Offer in Compromise
sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
Offer In Compromise (OIC) Tabs
OIC_TABS_NGPC_nl.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
80 05 (3A) Office of Business Development
Office of Business Development
Sat, 2014-06-14 01:14
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
SOP 90 75 (3) Outreach Activities
Outreach Activities
Sat, 2014-06-14 01:14
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
1405A Ownership Confirmation for Partnership SBICs
SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
1011 Participation Agreement
Participation Agreement 11 7 11.pdf
Sat, 2014-06-14 00:50
5000-1176 Payment of Interest on SBA’s ARC Loans After Default and in Liquidation
Notice 5000-1176 Payment of Interest on SBA ARC Loans After Default and Liquidation
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2234 (Part A) PCLP Guarantee Request
sba_forms_2234a.pdf
Sat, 2014-06-14 00:50 Thu, 01/31/2013
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
413 Personal Financial Statement
SBA 413.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
5000-1226 PMQD Screens (14-15, 21-25, & 28)
5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
1031 Portfolio Financing Report
SBA_FORM 1031r.pdf
Sat, 2014-06-14 00:50 Mon, 03/31/2014
Power of Attorney Agreement
Power of Attorney Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
2310 Preferred Lenders Program (PLP) for Export Working Capital Program (EWCP) Loans
SBA 2310_dynamic2.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
2229 Premier Certified Lenders Program
tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
SOP 60 02 (8) Prime Contracts Program
Prime Contracts SOP-60-02-8.pdf
Sat, 2014-06-14 01:14
Procedural Notice Payment of Interest on SBAs ARC Loans After Default and Liquidation
PROCEDURAL NOTICE _ PAYMENT OF INTEREST ON SBAs ARC LOANS AFTER DEFAULT AND LIQUIDATION.pdf
Sat, 2014-06-14 00:50
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
5000-1166 Process for Lenders to Participate in GO Loan Pilot
Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1126 Process for Lenders to Participate in GO Loan Pilot
Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
Protective Bid Analysis Exhibit A
Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
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
5000-1157 Purchase Requests and Payment of Fees
Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
86 Questionnaire for National Security Positions
tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
Questionnaire for Public Trust Positions
tools_sbf85.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010

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