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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:
Numbersort descending Title/Name Lending Stage Created Date: Effective Date Expiration Date
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Tue, 2010-10-26 21:20 Mon, 12/01/2008
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Wed, 2011-03-02 16:25 Wed, 12/01/2010
2000-788 Use of Special Characters in Pay.gov
PDF icon Use of Special Characters in Pay.gov
Wed, 2011-03-02 14:17 Sun, 01/01/2012
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Thu, 2013-06-20 11:54 Sun, 06/01/2014
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Tue, 2013-08-27 12:12 Fri, 08/01/2014
3000-3026 Washington DC Area Dismissal and Closure Procedures
Fri, 2011-12-16 16:33 Sat, 12/01/2012
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Fri, 2011-12-16 16:53 Sat, 12/01/2012
5000- 1950 SBA Procedural Notice
PDF icon 5000-1950.pdf
Thu, 2017-06-29 15:23
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Microsoft Office document icon Publication of Final Regulations for Liquidation and Debt Collection Activities
Tue, 2010-10-26 16:14 Thu, 05/01/2008
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Thu, 2011-03-03 10:48 Thu, 10/01/2009
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
PDF icon CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Thu, 2011-03-03 10:46 Thu, 10/01/2009
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Thu, 2011-03-03 10:43
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
PDF icon bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, PDF icon Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Thu, 2011-03-03 10:21
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
PDF icon One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Wed, 2011-03-02 17:58
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
PDF icon Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Wed, 2011-03-02 17:55 Sun, 11/01/2009
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Wed, 2011-03-02 17:53
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
PDF icon Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Wed, 2011-03-02 17:50 Tue, 12/01/2009
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Wed, 2011-03-02 17:49 Tue, 12/01/2009
5000-1088 Identification of Correct Base Rate for 7(a) Loans
PDF icon Identification of Correct Base Rate for 7(a) Loans
Wed, 2011-03-02 17:47 Tue, 12/01/2009
5000-1089 New SBA Form 1086 Secondary Participation Guaranty Agreement
PDF icon New SBA Form 1086 Secondary Participation Guaranty Agreement
Wed, 2011-03-02 17:44 Tue, 12/01/2009
5000-1090 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Wed, 2011-03-02 17:43
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Wed, 2011-03-02 17:38
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Wed, 2011-03-02 17:36 Mon, 02/01/2010
5000-1093 Interim Financing of Third-Party Loans by Certifired Development Companies
PDF icon Interim Financing of Third-Party Loans by Certifired Development Companies
Wed, 2011-03-02 17:34 Mon, 02/01/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Wed, 2011-03-02 17:29
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Wed, 2011-03-02 17:25 Mon, 02/01/2010
5000-1096 50 10 5(A) policy regarding the financing of goodwill
PDF icon 50 10 5(A) policy regarding the financing of goodwill
Wed, 2011-03-02 17:18
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Wed, 2011-03-02 17:15
5000-1098 Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
PDF icon Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Wed, 2011-03-02 17:13 Mon, 03/01/2010
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
PDF icon Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Wed, 2011-03-02 17:11 Mon, 03/01/2010
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Wed, 2011-03-02 17:06
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Wed, 2011-03-02 17:04
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Wed, 2011-03-02 17:01 Mon, 03/01/2010
5000-1104 New Alternative Size Standard for 7(a) Loans Published
PDF icon New Alternative Size Standard for 7(a) Loans Published
Wed, 2011-03-02 16:58 Sat, 05/01/2010
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Wed, 2011-03-02 16:52 Sat, 05/01/2010
5000-1107 Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
PDF icon Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
Wed, 2011-03-02 16:49 Tue, 06/01/2010
5000-1108 Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
PDF icon Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
Wed, 2011-03-02 16:47 Tue, 06/01/2010
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
PDF icon Version 2009.1 of the 504 Loan Program Authorization to be Released
Wed, 2011-03-02 16:43
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Thu, 2011-03-03 10:54
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Thu, 2011-03-03 11:01
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Thu, 2011-03-03 11:03 Thu, 07/01/2010
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Thu, 2011-03-03 11:11
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Tue, 2010-10-26 13:06 Sun, 08/01/2010
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Thu, 2011-03-03 11:16
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Wed, 2011-03-02 16:34
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon 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
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Tue, 2010-11-02 10:44 Thu, 09/30/2010

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