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 ascending Effective Date Expiration Date
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
5000-1386 Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
PDF icon Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
Tue, 2016-08-09 13:38 Sat, 07/01/2017
5000-1383 Updated 504 Program Forms: 1244, 2450, 2233, 2234 (Parts B and C), 2288R, and 1506
PDF icon SBA Info Notice
Tue, 2016-06-07 13:10 Tue, 06/07/2016
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
5000-1379 Availability of Electronic Submission of SBA Form 159(7a) through SBA One
PDF icon Availability of Electronic Submission of SBA Form 159(7a) through SBA One
Wed, 2016-05-18 11:13 Sat, 04/01/2017
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
5000-1374 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
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46
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
5000-1370 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
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Tue, 2015-12-01 11:34 Tue, 11/01/2016
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
5000-1356 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
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
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
5000-1352 7(a) and 504 Fees Effective October 1, 2015
PDF icon 5000-1352
Mon, 2015-09-28 15:42 Thu, 09/01/2016
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
5000-1347 Microloan Program Expanded Eligibility and Other Program Changes
PDF icon 5000-1346
Fri, 2015-07-31 12:08 Fri, 07/01/2016
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
5000-1340 Issuance of SOP 50 10 5(H)
PDF icon 5000-1340
Wed, 2015-05-13 15:27 Sun, 05/01/2016
5000-1337 504 Loan Closing Procedures
PDF icon 5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
5000-1324 Streamlining the Community Advantage Pilot Program
PDF icon 5000-1324.pdf
Wed, 2015-02-04 11:50 Fri, 10/02/2015
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
PDF icon 5000-1332
Mon, 2014-12-29 15:03 Tue, 12/01/2015
5000-1330 SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting
PDF icon 5000-1330
Tue, 2014-12-16 10:11 Tue, 12/01/2015
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
PDF icon 5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
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
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
PDF icon 5000-1319
Tue, 2014-09-23 14:31 Tue, 09/01/2015
5000-1318 7(a) and 504 Fees Effective October 1, 2014
PDF icon 5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015
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
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
PDF icon 5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Fri, 2014-06-13 08:48 Mon, 06/01/2015
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
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Wed, 2014-04-09 10:15 Tue, 03/01/2016
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
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Fri, 2014-02-07 17:16 Fri, 05/01/2015
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
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-01-31 09:48 Thu, 01/01/2015
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Thu, 2014-01-23 18:07 Thu, 01/01/2015
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Wed, 2014-01-15 13:24
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
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
PDF icon 5000-1290.pdf
Fri, 2013-09-27 16:24
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Fri, 2013-09-27 16:14
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Tue, 2013-08-27 12:12 Fri, 08/01/2014
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Thu, 2013-06-20 11:54 Sun, 06/01/2014
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Thu, 2013-05-16 18:31 Tue, 04/01/2014
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

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