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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 ascending Effective Date Expiration Date
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
File 5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Sat, 2014-06-14 00:55 Wed, 08/01/2012
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Sat, 2014-06-14 00:55
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
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
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Sat, 2014-06-14 00:55
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
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
PDF icon Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
PDF icon Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Sat, 2014-06-14 00:55 Sun, 11/01/2009
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
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
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
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
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
5000-1200 Submission of Form 159 for 7(a) Loans
PDF icon bank_5000-1200.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
File 5000-1212.docx
Sat, 2014-06-14 00:55
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
PDF icon 5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1223 7(a) and 504 Fees Effective On October 1, 2011
PDF icon 5000-1223.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
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
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
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
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1252 Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Sat, 2014-06-14 00:55
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
PDF icon 5000-1267.pdf
Servicing Sat, 2014-06-14 00:55
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
PDF icon 5000-1290.pdf
Sat, 2014-06-14 00:55

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