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
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
Draft Legal Fee Review
PDF icon Draft Legal Fee Review
Sat, 2014-06-14 00:50
425 Standard Form 425: Federal Financial Report
PDF icon Standard Form 425: Federal Financial Report
Sat, 2014-06-14 00:50 Mon, 10/31/2011
Request for Approval of Transfer Certificate
PDF icon Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
1253 Certified Development Company (CDC) Annual Report Guide
PDF icon SBA Form 1253 CDC Annual Report Guide 9-16.pdf, Office spreadsheet icon SBA 1253 Attachment (MS Excel)
Wed, 2015-09-16 10:38 Sun, 04/30/2017
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
2404 Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program
PDF icon tools_sbf_forms_2404.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
Protective Bid Analysis Exhibit A
Microsoft Office document icon Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
990 Surety Bond Guarantee Agreement
PDF icon SBA Form 990 in progress
Wed, 2016-04-20 16:57 Sun, 03/31/2019
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
PDF icon 5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
PDF icon 3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
Procedural Notice Payment of Interest on SBAs ARC Loans After Default and Liquidation
PDF icon PROCEDURAL NOTICE _ PAYMENT OF INTEREST ON SBAs ARC LOANS AFTER DEFAULT AND LIQUIDATION.pdf
Sat, 2014-06-14 00:50
424 Standard Form 424: Application for Federal Assistance
PDF icon Standard Form 424: Application for Federal Assistance
Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
424B Assurances - Non-Construction Programs
PDF icon SF 424b_ Assurances_Non_Construction Programs.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1262 Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation
PDF icon 5000-1262.pdf
Servicing Sat, 2014-06-14 00:55 Sat, 03/01/2014
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1104 New Alternative Size Standard for 7(a) Loans Published
PDF icon New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Wed, 2016-10-05 17:25 Sun, 06/30/2019
2401 First Lien Position 504 Loan Pool Guarantee Agreement
PDF icon tools_sbf_forms_2401.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
5000-1337 504 Loan Closing Procedures
PDF icon 5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
PDF icon SBA FORM 1081.pdf
Thu, 2017-05-25 10:35 Fri, 09/30/2016
1059 SBA Form 1059: Security Agreement
PDF icon SBA Form 1059, PDF icon SBA INST 1059
Closing Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
HUBZone Program Certification for Applicants Owned by CDCs
PDF icon HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
5000-1252 Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Sat, 2014-06-14 00:55
649 Listing Collateral Documents
PDF icon tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1108 Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
PDF icon Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
Sat, 2014-06-14 00:55 Tue, 06/01/2010
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
File Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2433 SBA Form 2433: 10 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2433 - 10 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
1062 Small Business Development Center Counseling Record
PDF icon serv_tools_forms_lender_1062.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2008
CDC Checklist for Submitting Equipment Appraisal
Microsoft Office document icon CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
Alternative LGPC 10-Tab Instructions
PDF icon Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015

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