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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 updatedsort descending Effective Date Expiration Date
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs, NHOs, or CDCs
PDF icon HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
Wed, 2016-10-05 17:30 Sun, 06/30/2019
5000-1390 Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
PDF icon Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
Tue, 2016-10-11 17:58 Fri, 09/01/2017
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v7.0
Mon, 2016-10-17 13:13
80 05 5 Office of Business Development
Wed, 2016-10-19 13:31
Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
File Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
Fri, 2016-10-21 10:18 Thu, 03/31/2016
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
50 10 5(I) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(I) with Highlighted Changes
Thu, 2016-12-01 14:57 Sun, 01/01/2017 - 00:00
Litigation Plan
PDF icon Litigation Plan
Fri, 2016-12-02 17:12
5000-1939 Changes to 504 Debt Refinancing Program
PDF icon Changes to 504 Debt Refinancing Program
Mon, 2016-12-05 12:31 Wed, 11/01/2017
912 Statement of Personal History
PDF icon SBA Form 912
Tue, 2016-12-06 14:51 Fri, 05/31/2019
CDC 504/503 Litigation Plan
PDF icon CDC 504/503 Litigation Plan
Wed, 2016-12-07 11:05 Fri, 11/01/2013
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
5000-1401 Revised Procedures for SBA Forms 912 and 1081
PDF icon Notice_5000-1401_-_Revised_Procedures_for_SBA_Forms_912_and_1081.pdf
Thu, 2016-12-15 11:57 Fri, 12/01/2017
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
5000-1393 1st Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 1st_Quarter_Peg_Rate.pdf
Wed, 2017-01-18 11:12 Wed, 01/18/2017
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
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04
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
1790 Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
PDF icon SBA_1790.pdf
Wed, 2017-03-01 14:22 Thu, 01/31/2019
2462 Addendum to Franchise Agreement
PDF icon Addendum to Franchise Agreement
Wed, 2017-03-08 13:32 Sun, 12/31/2017
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-01
Tue, 2017-03-14 11:08 Tue, 03/31/2020
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
888 Management Training Report
Fri, 2017-03-17 09:38 Tue, 09/30/2014
Express Purchase Demand Kit
PDF icon Express Purchase Demand Kit
Thu, 2017-03-30 11:20 Thu, 03/30/2017
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
Franchisor Certification Form 2463
PDF icon Franchisor Certification Form 2463
Wed, 2017-04-12 09:02 Wed, 04/12/2017
1506 Servicing Agent Agreement
PDF icon SBA_Form_1506.pdf
Wed, 2017-04-19 15:06 Fri, 05/31/2019
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
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
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Fri, 2017-04-28 10:43
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Fri, 2017-04-28 10:49
601 Agreement of Compliance
PDF icon SBA 601.pdf
Closing Fri, 2017-04-28 10:59
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Fri, 2017-04-28 11:03
480 SBA Form 480: Size Status Declaration
PDF icon SBA_480.pdf
Tue, 2017-05-16 12:11 Tue, 01/31/2017
CDC 504 Liquidation Plan
PDF icon CDC 504 Liquidation Plan
Wed, 2017-05-17 13:51 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
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2017-05-19 10:01 Tue, 12/31/2019
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2017-05-19 10:05 Tue, 12/31/2019
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2017-05-19 11:01
2288R Interim Lender Certification for Refinanced Loan
PDF icon SBA Form 2288R
Fri, 2017-05-19 11:02
CDC 503 / 504 LIQUIDATION PLAN
PDF icon 504LiquidationPlan_20130430.pdf
Mon, 2017-05-22 09:38 Tue, 12/31/2019
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019
Lender Certification - Express SLA
PDF icon Lender Certification - Express SLA
Fri, 2017-06-02 11:36 Fri, 06/02/2017
Applying for an Export Working Capital Program (EWCP) Loan Using the “10 Tabs” System
PDF icon EWCP_10Tabs_2017april_new.pdf
Fri, 2017-06-02 15:16
1711 SBA Form 1711: Certification Regarding Lobbying
Mon, 2017-06-05 13:17 Sun, 11/03/2013
90 75 3 Outreach Activities
PDF icon SOP90754.pdf
Tue, 2017-06-27 15:25 Tue, 07/26/2016 - 12:30
5000- 1950 SBA Procedural Notice
PDF icon 5000-1950.pdf
Thu, 2017-06-29 15:25
50 46 1 Claims and Recovery Program
PDF icon SOP_5046_2.pdf
Mon, 2017-07-10 12:32 Mon, 07/10/2017 - 12:30
Statement of Personal History
PDF icon Statement of Personal History
Fri, 2017-08-11 15:38 Tue, 12/31/2019

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