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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:sort descending Effective Date Expiration Date
5000-1940 Revised Risk-Based Review/Examination Protocol for SBA Supervised Lenders
PDF icon Revised_Risk-Based_ReviewExamination_Protocol_for_SBA_Supervised_Lenders.pdf
Thu, 2017-01-19 10:23 Sun, 12/31/2017
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
5000-1941 Changes to the Franchise Review Process for 7(a) and 504 Loans
PDF icon Notice_5000-1941_-_Franchise_Review_Process.pdf
Wed, 2017-02-22 11:39 Sun, 12/31/2017
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
5000-1945 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
5000-1948 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- 1950 SBA Procedural Notice
PDF icon 5000-1950.pdf
Thu, 2017-06-29 15:23
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
5000-4020 SBA Policy Notice
PDF icon SBA Policy Notice
Mon, 2017-08-28 17:06 Wed, 08/01/2018
5000-1954 SBA Information Notice
PDF icon 5000-1954.pdf
Mon, 2017-08-28 21:02 Wed, 08/01/2018
5000-1953 SBA Information Notice
PDF icon 5000-1953.pdf
Tue, 2017-08-29 11:57 Wed, 08/01/2018
5000-1956 Certified Development Company Annual Report Guide (SBA Form 1253)
PDF icon 5000-1956.pdf
Thu, 2017-09-21 13:30 Sat, 09/01/2018
5000-1397 SBA Information Notice
PDF icon 5000-1397.pdf
Tue, 2017-10-03 14:12 Wed, 11/01/2017
5000-1398 SBA Information Notice
PDF icon SBA_Info_Notice_5000-1398_SM.pdf
Tue, 2017-10-03 14:19 Sun, 10/01/2017
5000-1348 SBA Policy Notice
PDF icon 5000-1348.pdf
Tue, 2017-10-03 14:22 Tue, 10/03/2017

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