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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 Date Expiration Date
CDC 503/504 Liquidation Plan
PDF icon 504LiquidationPlan_20130430.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC 504/503 Litigation Plan
Microsoft Office document icon CDC 504/503 Litigation Plan
Sat, 2014-06-14 00:50 Fri, 11/01/2013
2101 CDC Certification
PDF icon SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
CDC Checklist for Submitting a 504 Loan Application
Microsoft Office document icon CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Checklist for Submitting Environmental Investigation
PDF icon CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
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
CDC Checklist for Submitting Real Estate Appraisal
Microsoft Office document icon CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
CDC Quarterly Delinquency Report
PDF icon cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC SBA - Serviced Loans Quarterly Status Report
PDF icon CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
CDC Servicing and Liquidation Action Matrix
PDF icon CDC Servicing and Liquidation Action Matrix_.pdf
Sat, 2014-06-14 00:50
CDC-CPC and Lit Reimbursement
File CDC-Litigation Reimbursement, File CDC-CPC Reimbursement
Liquidation Tue, 2014-12-30 16:16
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Sat, 2014-06-14 00:55
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Sat, 2014-06-14 00:55
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
Certification of Cash Match and Program Income
PDF icon Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
1624 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
PDF icon tools_sbf_finasst1624.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2004 Certification to the SBA
PDF icon tools_sbf_forms_2004.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
5000-1374 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
5000-1108 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
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
PDF icon 5000-1260.pdf
Sat, 2014-06-14 00:55
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
50 46 1 Claims and Recovery Program
PDF icon Claims and Recovery Program
Tue, 2015-12-22 12:14
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
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
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
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
159 Compensation Agreement For Services In Connection With Application And Loan From (Or In Participation With) Small Business Administration
PDF icon Form 159(7a)
Thu, 2015-04-23 15:37 Tue, 10/31/2017
50 52 1 Consumer Loan Servicing and Collection for Disaster Home
PDF icon Consumer Loan Servicing and Collection for Disaster Home
Tue, 2015-12-22 12:15
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
PDF icon tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
641 Counseling Information Form
PDF icon SBA Form 641_17
Mon, 2015-05-18 13:23 Tue, 10/31/2017
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
PDF icon 5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
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
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Sat, 2014-06-14 00:50 Wed, 01/01/2014
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
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
DELEGATED LENDER Franchise/Agreement Review Request
PDF icon DELEGATED LENDER Franchise/Agreement Review Request
Fri, 2015-05-29 13:01 Sun, 05/29/2016
1504 Development Company 504 Debenture
PDF icon tools_sbf_finasst1504.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
5 Disaster Business Loan Application
PDF icon serv_da_all_loanapp_2_0_0.pdf
Thu, 2015-07-02 12:56 Wed, 01/31/2018
5C Disaster Home Loan Application
PDF icon serv_da_sba_form_5c_0_0.pdf
Thu, 2015-07-02 13:19 Wed, 01/31/2018
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
40 03 3 Disclosure of Information
PDF icon SOP 40 03 3
Tue, 2015-12-22 12:02 Wed, 08/04/2004 - 13:30
LLL Disclosure of Lobbying Activities
PDF icon Disclosure of Lobbying Activities.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856A Disclosure Statement Non-Leveraged Licensees
PDF icon SBA Form 856A 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015

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