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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 Stagesort descending Last updated Effective Date Expiration Date
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
50 10 5(E) Lender and Development Company Loan Programs
SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 track changes.pdf, SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 clean.pdf
Sat, 2014-06-14 01:14 Fri, 06/01/2012 - 00:00
275 Reinsurance Agreement In Favor of the United States
GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
5000-1177 Loan Agent Data Submission for 7(a) Loans
Loan Agent Data Submission for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
SOP 50 50 D Loan Servicing
Sat, 2014-06-14 01:14
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
SBA Form 1790.pdf
Sat, 2014-06-14 00:50 Sat, 06/30/2012
HUBZone Program Certification for Applicants Owned by ANCs
HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
8821 Instructions for Completing the IRS Tax Authorization Form 8821
Sat, 2014-06-14 00:50
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
888 Management Training Report
SBA Form 888_update2.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
27B SBA Form 27B: Debenture Opinion of Counsel
SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
CDC/504 Supplemental Information for Processing
CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
Other 7(a) Loan Submission Checklist & Cover Sheet
Other 7(a) Loan Submission Checklist Cover Sheet (G).pdf
Wed, 2015-01-28 14:19 Wed, 09/30/2015
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
1031 Portfolio Financing Report
SBA_FORM 1031r.pdf
Sat, 2014-06-14 00:50 Mon, 03/31/2014
1224 Grant / Cooperative Agreement Cost Sharing Proposal
SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
86 Questionnaire for National Security Positions
tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
Request for Loan Reinstatement
REINSTATE_F
Wed, 2014-08-06 12:51
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1324 Streamlining the Community Advantage Pilot Program
5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
25 PIGP Model Individual General Partner Certificate for SBA Commitment
SBA Form 25-PIGP.pdf
Sat, 2014-06-14 00:50 Sun, 02/15/2015
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
SBA Form 2450
Tue, 2015-03-10 16:14 Wed, 01/31/2018
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
2288 Interim Lender Certification
SBA FORM 2288.pdf
Sat, 2014-06-14 00:50
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
SBA Form 1941A 04-30-201 review
Mon, 2015-03-30 15:04 Sun, 04/30/2017
2417 Intermediary Lending Pilot (ILP) Program Application
SBA 2417
Sat, 2014-06-14 00:50 Wed, 04/30/2014
990A Quick Bond Guarantee Application and Agreement
SBA 990A
Tue, 2015-03-31 10:00 Mon, 08/31/2015
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1276 SOP 50 57 Technical Corrections
5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
SOP 1004 Processing Applications for SBIC Licenses
SOP10-04-1.pdf
Thu, 2015-04-02 15:56 Tue, 09/23/2014 - 16:15
Request for Approval of Transfer Certificate
Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
Important HUBZone Document for LLCs
Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
5000-1161 Secondary Market Sales by SBA Lenders
Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
994B Surety Bond Guarantee Underwriting Review
SBA Form 994B.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
468 SBA Form 468 Schedule 10: Annual Financial Report
SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013

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