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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 Last updated Effective Datesort descending Expiration Date
1366 SBA Disaster Assistance Program SBA Form 1366 Borrower's Progress Certification
PDF icon tools_sbf_form1366.pdf
Sat, 2014-06-14 00:50 Sun, 03/31/2013
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
PDF icon CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
LGPC Submission Instructions
PDF icon LGPC_Submission_Instructions.pdf
Tue, 2016-02-09 16:34 Wed, 09/30/2015
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
2219 SBA Form 2219: OA Grant Performance Report
PDF icon SBA Form 2219: OA Grant Performance Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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 11:40 Wed, 11/01/2017
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
5000-1231 SOP 50 10 5(D) - Credit Alert Verification Reporting System (CAIVRS)
PDF icon 5000-1231
Sat, 2014-06-14 00:55 Wed, 03/13/2013
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
PDF icon SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
5000-1133 Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Microsoft Office document icon Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
27E SBA Form 27E Early Stage Discount Debenture Opinion of Counsel
PDF icon SBA Form 27E Early Stage Discount Debenture .pdf
Sat, 2014-06-14 00:50
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
60 02 8 Prime Contracts Program
PDF icon Prime Contracts SOP-60-02-8.pdf
Tue, 2015-12-22 12:38
Eligibility Information Required for 504 Submission
PDF icon Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
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
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
Other 7(a) Loan Document Preparation Instructions
PDF icon Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
How to Submit PCLP Loan Applications
PDF icon PCLPinstructions.pdf
Sat, 2014-06-14 00:50
269 Standard Form 269: Financial status Report
PDF icon Standard Form 269: Financial status Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1389 7(a) and 504 Fees Effective October 1, 2016
PDF icon 7(a) and 504 Fees Effective October 1, 2016
Thu, 2016-09-22 12:05 Fri, 09/01/2017
275 Reinsurance Agreement In Favor of the United States
PDF icon GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1228 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 5000-1228.pdf
Sat, 2014-06-14 00:55 Sat, 12/08/2012
Servicing and Liquidation Actions 7(a) Lender Matrix
PDF icon Unilateral_Action_Matrix_for_7a_Loan_Servicing-Liquidation_V-13.pdf
Servicing Thu, 2016-07-28 14:32
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Microsoft Office document icon Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
Important HUBZone Document for LLCs
PDF icon Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
147 SBA Form 147: Note - 7(a) Loans
PDF icon SBA Form 147, PDF icon SBA INST 147, PDF icon SBA INST 147
Closing Thu, 2017-04-27 10:17
90 01 3 Size Determination Program
PDF icon Size Determination Program
Tue, 2015-12-22 11:59
10 Tab Express Purchase Demand Kit
PDF icon 10 Tab Express Purchase Demand Kit
Tue, 2015-11-10 13:42 Mon, 10/31/2016
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
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2017-05-19 11:01
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
PDF icon One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
Small Loan Submission Checklist & Cover Sheet
PDF icon Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
PDF icon SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014
468 SBA Form 468 Schedule 11: Annual Financial Report
PDF icon SBA Form 468 Schedule 11: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1383 Updated 504 Program Forms: 1244, 2450, 2233, 2234 (Parts B and C), 2288R, and 1506
PDF icon SBA Info Notice
Thu, 2016-06-09 08:39 Tue, 06/07/2016
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
1150 Offer in Compromise
PDF icon sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
Sat, 2014-06-14 00:55 Tue, 02/01/2011
2234 Part C ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (PCLP)
PDF icon ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (PCLP)
Thu, 2017-08-17 12:18 Tue, 12/31/2019
2428 Small Business Investment Company Financing Eligibility Statement for Usage of Energy Saving Debenture
PDF icon SBA_Form_2428.pdf
Sat, 2014-06-14 00:50 Mon, 08/31/2015
1010C 8(a) Business Plan
PDF icon 8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
SBA Charge Off Tabs/Wrap-Up Report
PDF icon SBA Charge Off Tabs/Wrap-Up Report
Tue, 2016-02-09 15:44 Mon, 04/04/2016
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019

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