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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.

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Additional Search Criteria:
Number Title/Name Lending Stage Last updated Effective Date Expiration Date
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
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA Form 1920 4-14.pdf
Thu, 2014-07-17 14:55 Sun, 04/30/2017
1919 BORROWER INFORMATION FORM
SBA Form 1919 4-28-14 review
Thu, 2014-07-17 14:55 Mon, 04/17/2017
50 10 5(F) Lender and Development Company Loan Programs
SOP 50 10 5(F) - June 18, 2014 Updated for Credit Score (final highlighted) Clean pdf
Wed, 2014-06-25 13:58 Sat, 06/14/2014 - 13:30
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
1088 Loan Pool or Guaranteed Certificate
Tue, 2014-05-13 08:16 Sat, 05/31/2014
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
Mon, 2014-04-28 12:28 Fri, 10/31/2014
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
50 57 (A) 7(a) Loan Servicing and Liquidation
Servicing Wed, 2014-04-23 13:13 Thu, 03/27/2014 - 00:00
5000-1310 SOP 50 10 5(F) Technical Corrections
5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
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
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
1920 LENDER'S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA 1920
Mon, 2014-07-14 09:41 Sun, 04/30/2017
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
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
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
5000-1294 (2).pdf
Sat, 2014-06-14 00:55
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
5000-1290.pdf
Sat, 2014-06-14 00:55
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
5000-1288.pdf
Sat, 2014-06-14 00:55
50 10 5(F) SOP 50 10 5(F)
SOP 50 10 5(F) March 24 2014 FINAL CLEAN.pdf
Sat, 2014-06-14 01:14 Wed, 01/01/2014 - 00:00
1450 SBA Form 1450 - 8(a) Annual Update
SBA FORM 1450 Revised1.pdf
Sat, 2014-06-14 00:50 Wed, 08/31/2016
50 55 504 Loan Servicing and Liquidation
SOP_50_55_9-4-13.pdf
Liquidation Sat, 2014-06-14 01:14 Tue, 10/01/2013 - 00:00
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
SBA Form 2303.pdf
Sat, 2014-06-14 00:50
750 Loan Guaranty Agreement (Deferred Participation)
SBA Form 750.pdf
Sat, 2014-06-14 00:50
2000-833 Revised Form 912
2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
50 51 2(A) Loan Liquidation & Acquisition Property
SOP 50 51 2A.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 11/02/1998 - 00:00
50 51 2(D) Loan Liquidation & Acquisition Property
SOP 50 51 2D.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 10/22/2007 - 00:00
5000-1276 SOP 50 57 Technical Corrections
5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
1926 SBA Success Story Form
SBA Form 1926.pdf
Sat, 2014-06-14 00:50
1405A Stockholder's Confirmation for Corporate SBICs
SBA Form 1405A_part_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
1405 Stockholder's Confirmation for Corporate SBICs
SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
SOP 70 50 (3C) Legal Responsibilities
SOP 70 50 3C.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 04/01/2013 - 00:00
857 Request For Information Concerning Portfolio Financing By Small Business Investment Companies (SBICs)
SBA Form 857 02-29-16_WorkingC.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
856A Disclosure Statement Non-Leveraged Licensees
SBA Form 856A 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856A Disclosure Statement Non-Leveraged Licensees
SBA Form 856A 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
355 Information For Small Business Size Determination
SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1268 Revolving Lines of Credit Processed through E-Tran
5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
5000-1267.pdf
Servicing Sat, 2014-06-14 00:55
2435 SBA Form 2435: Early Stage Current Pay Debenture Certification
SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50

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