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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 Datesort descending Expiration Date
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
5000-1136 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
5000-1120 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
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
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
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Fri, 2010-11-12 23:53 Fri, 07/01/2011
5000-1388 New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
PDF icon New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
Tue, 2016-08-16 16:02 Sat, 07/01/2017
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Wed, 2011-03-02 16:10 Fri, 04/01/2011
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Wed, 2014-04-09 10:15 Tue, 03/01/2016
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Wed, 2011-03-02 17:49 Tue, 12/01/2009
5000-1165 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Fri, 2010-11-12 23:45 Thu, 09/01/2011
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
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Wed, 2011-10-19 15:41 Mon, 10/01/2012
5000-1157 Purchase Requests and Payment of Fees
PDF icon Purchase Requests and Payment of Fees
Wed, 2011-03-02 15:53 Wed, 06/01/2011
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon 5000-1298.pdf
Tue, 2014-02-04 11:59 Mon, 12/01/2014
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
5000-1168 SBA’s ARC Loan Program Ending
PDF icon SBA’s ARC Loan Program Ending
Fri, 2010-11-12 23:39 Thu, 09/01/2011
5000-1374 Certified Development Company Reporting of Job Creation and Retention
PDF icon Certified Development Company Reporting of Job Creation and Retention
Mon, 2016-03-07 17:22 Wed, 02/01/2017
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Fri, 2011-09-30 14:41
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Wed, 2014-01-15 13:24
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
5000-1171 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
5000-1370 Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
Wed, 2015-12-02 14:57 Thu, 12/01/2016
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Thu, 2011-09-22 13:22 Wed, 08/01/2012
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
5000-1397 SBA Information Notice
PDF icon 5000-1397.pdf
Tue, 2017-10-03 14:12 Wed, 11/01/2017
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
PDF icon 5000-1290.pdf
Fri, 2013-09-27 16:24
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
5000-1174 Small Business Jobs Act: Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act: Dealer Floor Plan Pilot Program
Fri, 2010-11-12 23:04 Thu, 09/01/2011
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
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
PDF icon 5000-1214.pdf
Tue, 2011-06-28 08:38 Fri, 06/01/2012
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
PDF icon Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Wed, 2011-03-02 14:41
5000-1954 SBA Information Notice
PDF icon 5000-1954.pdf
Mon, 2017-08-28 21:02 Wed, 08/01/2018
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Thu, 2013-06-20 11:54 Sun, 06/01/2014
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
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
PDF icon 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
Fri, 2010-11-12 22:51 Thu, 09/01/2011
5000-1352 7(a) and 504 Fees Effective October 1, 2015
PDF icon 5000-1352
Mon, 2015-09-28 15:42 Thu, 09/01/2016
5000-1176 Payment of Interest on SBA’s ARC Loans After Default and in Liquidation
PDF icon Notice 5000-1176 Payment of Interest on SBA ARC Loans After Default and Liquidation
Tue, 2011-04-19 15:46 Thu, 09/01/2011
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
PDF icon 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
5000- 1950 SBA Procedural Notice
PDF icon 5000-1950.pdf
Thu, 2017-06-29 15:23
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
PDF icon 5000-1267.pdf
Servicing Thu, 2013-02-14 15:33
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
5000-1182 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
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016
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
5000-1197 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
5000-1942 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
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
PDF icon 5000-1253
Thu, 2012-10-25 17:59
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
5000-1185 Secondary Market Changes Resulting from Small Business Jobs Act of 2010
PDF icon Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Fri, 2010-11-12 22:33 Sat, 10/01/2011

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