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Useful Links
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
- SBA Form 2449 Appendix C: community Advantage Application Addendum
- 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)
Quick Links for Paying the Guarantee Fees and Monthly Reporting
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