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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 |
Created Date: |
Effective Date | Expiration Date |
|---|---|---|---|---|---|
| 5000-1120 |
Updated SBA’s ARC Loan Program Procedural Guide Updated SBA’s ARC Loan Program Procedural Guide |
Tue, 2010-10-26 13:06 | Sun, 08/01/2010 | ||
| 5000-1017 |
Publication of Final Regulations for Liquidation and Debt Collection Activities Publication of Final Regulations for Liquidation and Debt Collection Activities |
Tue, 2010-10-26 16:14 | Thu, 05/01/2008 | ||
| 5000-917 |
Implementing the New SBA: Streamlining Loan Servicing Implementing the New SBA: Streamlining Loan Servicing |
Tue, 2010-10-26 16:56 | Fri, 04/01/2005 | ||
| 2000-744 |
Required TINs in CPC System Required TINs in CPC System |
Tue, 2010-10-26 21:20 | Mon, 12/01/2008 | ||
| 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 |
Tue, 2010-10-26 23:11 | Sat, 10/26/2013 | ||
| 5000-1124 |
Gulf Opportunity Pilot Loan Program Gulf Opportunity Pilot Loan Program |
Tue, 2010-11-02 10:39 | Wed, 09/01/2010 | ||
| 5000-1125 |
Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test |
Tue, 2010-11-02 10:44 | Thu, 09/30/2010 | ||
| 5000-1126 |
Process for Lenders to Participate in GO Loan Pilot Process for Lenders to Participate in GO Loan Pilot |
Tue, 2010-11-02 10:47 | Wed, 09/01/2010 | ||
| 5000-1155 |
Verification of Alien Status for SBA 7(a) and 504 Loan Applicants Verification of Alien Status for SBA 7(a) and 504 Loan Applicants |
Wed, 2010-11-03 18:31 | Wed, 06/01/2011 | ||
| 5000-1137 |
Announcement and FAQs on OCRM Lender Portal Update Announcement and FAQs on OCRM Lender Portal Update |
Wed, 2010-11-03 20:00 | Wed, 12/01/2010 | ||
| 5000-1156 |
Announcement and FAQs on OCRM Lender Portal Update Announcement and FAQs on OCRM Lender Portal Update |
Wed, 2010-11-03 20:04 | Wed, 06/01/2011 | ||
| 5000-1185 |
Secondary Market Changes Resulting from Small Business Jobs Act of 2010 Secondary Market Changes Resulting from Small Business Jobs Act of 2010 |
Fri, 2010-11-12 22:33 | Sat, 10/01/2011 | ||
| 5000-1184 |
Small Business Jobs Act of 2010: Changes to the Microloan Program Small Business Jobs Act of 2010: Changes to the Microloan Program |
Fri, 2010-11-12 22:36 | Sat, 10/01/2011 | ||
| 5000-1183 |
Small Business Jobs Act of 2010: Changes to the 504 Loan Program Small Business Jobs Act of 2010: Changes to the 504 Loan Program |
Fri, 2010-11-12 22:40 | Sat, 10/01/2011 | ||
| 5000-1182 |
Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program |
Fri, 2010-11-12 22:43 | Sat, 10/01/2011 | ||
| 5000-1181 |
Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation |
Fri, 2010-11-12 22:46 | Sat, 10/01/2011 | ||
| 5000-1179 |
Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans |
Fri, 2010-11-12 22:49 | Sat, 10/01/2011 | ||
| 5000-1178 |
504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010 |
Fri, 2010-11-12 22:51 | Thu, 09/01/2011 | ||
| 5000-1177 |
Loan Agent Data Submission for 7(a) Loans Loan Agent Data Submission for 7(a) Loans |
Fri, 2010-11-12 22:57 | Sat, 10/01/2011 | ||
| 5000-1175 |
Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans |
Fri, 2010-11-12 23:02 | Thu, 09/01/2011 | ||
| 5000-1174 |
Small Business Jobs Act: Dealer Floor Plan Pilot Program Small Business Jobs Act: Dealer Floor Plan Pilot Program |
Fri, 2010-11-12 23:04 | Thu, 09/01/2011 | ||
| 5000-1173 |
Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans |
Fri, 2010-11-12 23:07 | Thu, 09/01/2011 | ||
| 5000-1172 |
7(a) and 504 Fees Effective On October 1, 2010 7(a) and 504 Fees Effective On October 1, 2010 |
Fri, 2010-11-12 23:23 | Thu, 09/01/2011 | ||
| 5000-1171 |
504 Debenture Funding Schedule for Calendar Year 2011 504 Debenture Funding Schedule for Calendar Year 2011 |
Fri, 2010-11-12 23:29 | Thu, 09/01/2011 | ||
| 5000-1170 |
1st Quarter "Peg" Rate and Direct Interest Rate 1st Quarter "Peg" Rate and Direct Interest Rate |
Fri, 2010-11-12 23:32 | Thu, 09/01/2011 | ||
| 5000-1169 |
Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard |
Fri, 2010-11-12 23:35 | Thu, 09/01/2011 | ||
| 5000-1168 |
SBA’s ARC Loan Program Ending SBA’s ARC Loan Program Ending |
Fri, 2010-11-12 23:39 | Thu, 09/01/2011 | ||
| 5000-1168 |
SBA’s ARC Loan Program Ending |
Fri, 2010-11-12 23:41 | Thu, 09/01/2011 | ||
| 5000-1166 |
Process for Lenders to Participate in GO Loan Pilot Process for Lenders to Participate in GO Loan Pilot |
Fri, 2010-11-12 23:43 | Thu, 09/01/2011 | ||
| 5000-1165 |
Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test |
Fri, 2010-11-12 23:45 | Thu, 09/01/2011 | ||
| 5000-1164 |
Gulf Opportunity Pilot Loan Program Gulf Opportunity Pilot Loan Program |
Fri, 2010-11-12 23:48 | Thu, 09/01/2011 | ||
| 5000-1163 |
Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs |
Fri, 2010-11-12 23:51 | Thu, 09/01/2011 | ||
| 5000-1161 |
Secondary Market Sales by SBA Lenders Secondary Market Sales by SBA Lenders |
Fri, 2010-11-12 23:53 | Fri, 07/01/2011 | ||
| 5000-1161 |
Secondary Market Sales by SBA Lenders Secondary Market Sales by SBA Lenders |
Sat, 2010-11-13 00:00 | Fri, 07/01/2011 | ||
| 5000-1158 |
Updated Internal Revenue Service (IRS) Contact Information and 4506-T Updated Internal Revenue Service (IRS) Contact Information and 4506-T |
Sat, 2010-11-13 00:03 | Wed, 06/01/2011 | ||
| 5000-1157 |
7(a) Guaranty Purchases 7(a) Guaranty Purchases |
Sat, 2010-11-13 00:07 | Wed, 06/01/2011 | ||
| 5000-1155 |
Verification of Alien Status for SBA 7(a) and 504 Loan Applicants Verification of Alien Status for SBA 7(a) and 504 Loan Applicants |
Sat, 2010-11-13 00:46 | Wed, 06/01/2011 | ||
| 5000-1154 |
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans |
Sat, 2010-11-13 00:48 | Wed, 06/01/2011 | ||
| 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, 2010-11-13 00:51 | Sun, 05/01/2011 | ||
| 5000-1152 |
Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill Businesses Adversely Affected by the Deepwater Horizon oil spill |
Sat, 2010-11-13 00:55 | Sun, 05/01/2011 | ||
| 5000-1151 |
Additional Funding Available for Fee Relief and Higher Guaranty Loans Additional Funding Available for Fee Relief and Higher Guaranty Loans |
Sat, 2010-11-13 00:58 | Fri, 04/01/2011 | ||
| 5000-1148 |
3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project |
Sat, 2010-11-13 01:00 | Fri, 04/01/2011 | ||
| 5000-1146 |
Additional Funding Available for Fee Relief and Higher Guaranty Loans Additional Funding Available for Fee Relief and Higher Guaranty Loans |
Sat, 2010-11-13 01:03 | Tue, 03/01/2011 | ||
| 5000-1145 |
Supplemental 1502 Reporting on All Dealer Floor Plan Loans Supplemental 1502 Reporting on All Dealer Floor Plan Loans |
Sat, 2010-11-13 01:04 | Wed, 03/16/2011 | ||
| 5000-1144 |
Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans |
Sat, 2010-11-13 01:07 | Tue, 03/01/2011 | ||
| 5000-1143 |
Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans |
Sat, 2010-11-13 01:09 | Tue, 03/01/2011 | ||
| 5000-1197 |
Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act |
Wed, 2011-03-02 13:58 | Wed, 02/01/2012 | ||
| 5000-1195 |
Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program |
Wed, 2011-03-02 14:02 | Wed, 02/01/2012 | ||
| 5000-1194 |
Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form |
Wed, 2011-03-02 14:10 | Sat, 01/01/2011 | ||
| 5000-1193 |
Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL) Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL) |
Wed, 2011-03-02 14:12 | Sun, 01/01/2012 |