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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.

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Additional Search Criteria:
Number Title/Name Lending Stagesort descending Created Date: Effective Date Expiration Date
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon 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
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Mon, 2011-11-28 18:52 Thu, 03/01/2012
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Fri, 2010-11-12 22:49 Sat, 10/01/2011
5000-1082 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
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Thu, 2016-06-02 17:08 Mon, 05/01/2017
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available for 7(a) and 504 Recovery Act Loans
Wed, 2011-03-02 16:17 Wed, 12/01/2010
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Thu, 2013-05-16 18:31 Tue, 04/01/2014
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Wed, 2014-04-09 10:15 Tue, 03/01/2016
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Fri, 2010-11-12 23:53 Fri, 07/01/2011
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Fri, 2011-04-15 13:23 Sun, 04/15/2012
5000-1948 Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
PDF icon Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
Thu, 2017-05-18 10:38
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
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Wed, 2011-03-02 17:06
5000-1397 SBA Information Notice
PDF icon 5000-1397.pdf
Tue, 2017-10-03 14:12 Wed, 11/01/2017
5000-1126 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Tue, 2010-11-02 10:47 Wed, 09/01/2010
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
5000-1356 The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
PDF icon The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
Thu, 2015-10-01 17:11 Thu, 10/01/2015
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Wed, 2011-03-02 15:02 Tue, 11/01/2011
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Thu, 2012-06-21 15:21 Wed, 05/01/2013
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 504 Debenture Funding Schedule for Calendar Year 2011
Fri, 2010-11-12 23:29 Thu, 09/01/2011
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
5000-1399 Issuance of SOP 50 10 5(I) with Revised Franchise Review Procedures and Changes to Credit Elsewhere
PDF icon Franchise_Notice_5000-1399.pdf
Wed, 2016-12-07 11:38 Wed, 11/01/2017
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
PDF icon Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Wed, 2011-03-02 16:38 Wed, 12/01/2010
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Wed, 2014-01-15 13:24
5000-1322 Clarification of the Ineligibility of Certain Passive Business Models
PDF icon 5000-1322
Fri, 2014-10-17 14:07 Thu, 10/01/2015
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2010-11-13 00:55 Sun, 05/01/2011
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Thu, 2011-09-22 13:22 Wed, 08/01/2012
5000-1340 Issuance of SOP 50 10 5(H)
PDF icon 5000-1340
Wed, 2015-05-13 15:27 Sun, 05/01/2016
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon 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
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Wed, 2011-11-02 07:31 Thu, 11/01/2012
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Fri, 2010-11-12 22:43 Sat, 10/01/2011
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
5000-1376 7(a) Loan Program Clarification – Credit Unavailable Elsewhere Requirement
PDF icon 5000-1376
Mon, 2016-03-28 16:18 Wed, 03/01/2017
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
PDF icon Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Wed, 2011-03-02 16:12 Tue, 02/01/2011
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Fri, 2010-11-12 23:48 Thu, 09/01/2011
5000-1203 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 5000-1203.pdf
Thu, 2011-03-31 15:54 Thu, 03/01/2012
5000-1942 SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
PDF icon SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
Thu, 2017-03-16 14:01 Thu, 03/01/2018
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
5000-1953 SBA Information Notice
PDF icon 5000-1953.pdf
Tue, 2017-08-29 11:57 Wed, 08/01/2018
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Tue, 2010-11-02 10:39 Wed, 09/01/2010
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Wed, 2011-03-02 17:25 Mon, 02/01/2010
5000-1354 SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
PDF icon SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
Thu, 2015-10-01 10:29 Thu, 09/01/2016
5000-1190 Extension of authority to approve Small Business Jobs Act loans
PDF icon Extension of authority to approve Small Business Jobs Act loans
Wed, 2011-03-02 14:49
6000-800 SBA Policy Notice
Fri, 2012-03-30 11:23 Fri, 02/01/2013
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
PDF icon Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Fri, 2010-11-12 23:07 Thu, 09/01/2011
5000-1077 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
5000-1390 Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
PDF icon Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
Tue, 2016-10-11 17:58 Fri, 09/01/2017
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Wed, 2011-03-02 16:32 Fri, 10/01/2010
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Thu, 2013-12-12 17:38

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