Helpful Links

• Submit an Application: 7aLoanProgram@sba.gov
  • Submit using Send This File:
  • How to Use "SendThisFile"
• Questions: 7aQuestions@sba.gov
• Modifications:  7aLoanMod@sba.gov
• Current SOP: SOP 50 10 5: Lender and Development Company Loan Programs

General LGPC Loan Application Submission Instructions

Standard 7(a), Certified Lenders Program (CLP), International Trade Loan Program (IT)

• 7(a) Submission Instructions and Checklist
  • -contains Instructions, Checklist and Tutorial Video/documentation
• SBA Form 1919: Borrower Information Form
• SBA Form 1920: Lender's Application for Guaranty for all 7(a) Programs
• Lender Credit Memo – example, pg 161-165 of  SOP 50 10 5: Lender and Development Company Loan Programs
• Standard 7(a) Authorization Wizard & Boilerplate
• SBA Form 912 : Statement of Personal History 
  • Forward pre-qualification 912 issues to: Cheri Yam (916) 735-1977
• SBA Form 413: Personal Financial Statement
• Environmental Issues – reference pg. 178 and Appendix 2,3,4,5,6 of SOP 50 10 5: Lender and Development Company Loan Programs

Community Advantage (CA)

• SBA Form 1919: Borrower Information Form
• SBA Form 1920: Lender's Application for Guaranty for all 7(a) Programs
  • SBA Form 2449 Appendix C: community Advantage Application Addendum
    http://www.sba.gov/sites/default/files/files/SBA%20FORM%202449%207-14.pdf
• Forward pre-qualification 912 issues to: Cheri Yam (916) 735-1977
• Lender Credit Memo – example, pg 178-179 of  SOP 50 10 5: Lender and Development Company Loan Program
  • Questions? Contact 7aQuestions@sba.gov or (877) 475-2435 (Toll Free)

Small Loan

• SBA Form 1919: Borrower Information Form
• SBA Form 1920: Lender's Application for Guaranty for all 7(a) Programs
  • Forward pre-qualification 912 issues to:  Cheri.Yam@SBA.gov (916) 735-1977
• Lender Credit Memo – example, pg 178-179 of  SOP 50 10 5: Lender and Development Company Loan Program
  • Questions? Contact 7aQuestions@sba.gov or (877) 475-2435 (Toll Free)

CAPLines

• SBA Form 1919: Borrower Information Form
• SBA Form 1920: Lender's Application for Guaranty for all 7(a) Programs
• Lender Credit Memo – example, pg 178-179 of  SOP 50 10 5: Lender and Development Company Loan Program
• CAPLines Authorization & Boilerplate
• SBA Form 912 : Statement of Personal History 
  • Forward pre-qualification 912 issues to Cheri Yam (916) 735-1977
• SBA Form 413: Personal Financial Statement
• Environmental Issues – reference pg. 178 and Appendix 2,3,4,5,6 of SOP 50 10 5: Lender and Development Company Loan Programs
  • Questions: contact Bill Reed (916) 735-1972

Export Working Capital Program(EWCP)

• U.S. Export Assistance Centers

Quick Links for Paying the Guarantee Fees and Monthly Reporting

•  www.pay.gov
• Colson Services:  SBA Form 1502: Guaranty Loan Status & Lender Remittance Form
• E-Tran

Loan Closing Instructions

Closing Docs- Lender to Retains In Their File

• SBA Loan Authorization (Original)
• Loan Agreement (Note) – (can be lenders or from SBA Authorization Boilerplate Appendix D)
• Borrowers Certification– (can be lenders or from SBA Authorization Boilerplate Appendix D)
• SBA Form 1050: Settlement Sheet (Use of Proceeds Certification)
• SBA Form 147: Note - 7(a) Loans
• SBA Form 148: Unconditional Guarantee   (if necessary)
• SBA Form 155: Standby Creditor's Agreement  (if necessary)
• SBA Form 1846: Statement Regarding Lobbying: Statement for Loan Guarantees and Loan Insurance
• SBA Form 601: Agreement of Compliance (as necessary)

LENDER sends a copy of the following documents to the LGPC (if required by the SBA authorization)

• Environmental Investigation Report  (PDF) - in accordance with the current SOP requirements
• Appraisal

LENDER sends the following document to Colson Services

• SBA Form 159 (7a): Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
• Fax to Colson at (718) 315-5170 or e-mail the file to Form159@colsonservices.com

BORROWER receives the following documents

• SBA Loan Authorization (Copy)
• SBA Form 722:  Equal Employment Opportunity Statement

Loan Modification Instructions

• For Specific Instructions refer to SOP 50 10 5
• Send your modification requests to: 7aLoanMod@sba.gov
  • Questions on Status or Eligibility: contact Teri Hendrix (916) 735-1961