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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
5000-1140 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
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Thu, 2014-04-24 09:00 Wed, 04/01/2015
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
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Fri, 2010-11-12 23:48 Thu, 09/01/2011
5000-1223 7(a) and 504 Fees Effective On October 1, 2011
PDF icon 5000-1223.pdf
Fri, 2011-09-30 14:58 Sat, 09/01/2012
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Wed, 2011-03-02 16:03
5000-1309 Additional Clarification on Fee Reductions for Loans of $150,000 or Less
PDF icon 5000-1309.pdf
Tue, 2014-03-18 16:42 Sun, 03/01/2015
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
5000-1168 SBA’s ARC Loan Program Ending
Fri, 2010-11-12 23:41 Thu, 09/01/2011
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
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
PDF icon 5000-1220.pdf
Thu, 2011-09-29 18:00 Sat, 09/01/2012
5000-1168 SBA's ARC Loan Program Ending
PDF icon SBA's ARC Loan Program Ending
Wed, 2011-03-02 15:17 Thu, 09/01/2011
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Thu, 2014-01-23 18:07 Thu, 01/01/2015
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
5000-1170 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 1st Quarter "Peg" Rate and Direct Interest Rate
Fri, 2010-11-12 23:32 Thu, 09/01/2011
5000-1358 Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
PDF icon Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
Wed, 2015-12-02 15:02 Sun, 11/01/2015
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
5000-1398 SBA Information Notice
PDF icon SBA_Info_Notice_5000-1398_SM.pdf
Tue, 2017-10-03 14:19 Sun, 10/01/2017
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
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
5000-1173 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
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Fri, 2011-09-16 15:32
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
5000-1953 SBA Information Notice
PDF icon 5000-1953.pdf
Tue, 2017-08-29 11:57 Wed, 08/01/2018
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Tue, 2013-08-27 12:12 Fri, 08/01/2014
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
5000-1177 Loan Agent Data Submission for 7(a) Loans
PDF icon Loan Agent Data Submission for 7(a) Loans
Fri, 2010-11-12 22:57 Sat, 10/01/2011
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
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Fri, 2011-06-10 12:16 Sun, 06/10/2012
5000-1955 Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
PDF icon Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
Wed, 2017-08-23 10:16 Wed, 08/01/2018
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Fri, 2013-02-15 18:38 Sat, 02/01/2014
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Wed, 2011-03-02 17:04
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
PDF icon Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Fri, 2010-11-12 22:46 Sat, 10/01/2011
5000-1347 Microloan Program Expanded Eligibility and Other Program Changes
PDF icon 5000-1346
Fri, 2015-07-31 12:08 Fri, 07/01/2016
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
File 5000-1204.docx
Fri, 2011-04-08 15:31 Sun, 04/01/2012
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Wed, 2011-03-02 14:02 Wed, 02/01/2012
5000-1945 7(a) Reporting Requirements for SBA Form 1502
PDF icon 7(a) Reporting Requirements for SBA Form 1502
Thu, 2017-04-27 16:28 Sun, 12/31/2017
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
PDF icon 5000-1260.pdf
Wed, 2012-12-26 10:47
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
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
PDF icon Small Business Jobs Act of 2010: Changes to the Microloan Program
Fri, 2010-11-12 22:36 Sat, 10/01/2011
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Fri, 2011-03-11 15:56 Thu, 03/01/2012
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2010-11-13 01:07 Tue, 03/01/2011
5000-1407 FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
PDF icon FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
Mon, 2017-01-30 16:15 Sun, 12/31/2017
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Thu, 2012-06-21 15:43 Wed, 05/01/2013
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
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
PDF icon Announcement and FAQs on OCRM Lender Portal Update
Wed, 2010-11-03 20:00 Wed, 12/01/2010
5000-1324 Streamlining the Community Advantage Pilot Program
PDF icon 5000-1324.pdf
Wed, 2015-02-04 11:50 Fri, 10/02/2015
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Thu, 2011-03-03 11:11

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