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
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
Small Loan Submission Checklist & Cover Sheet
PDF icon Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
PDF icon 5000-1253
Sat, 2014-06-14 00:55
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
275 Reinsurance Agreement In Favor of the United States
PDF icon GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Template for TA Narrative Report
PDF icon template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
5000-1168 SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
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
5000-1376 7(a) Loan Program Clarification – Credit Unavailable Elsewhere Requirement
PDF icon 5000-1376
Mon, 2016-03-28 16:18 Wed, 03/01/2017
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2016-06-03 10:56 Fri, 09/30/2016
444C SBA Form 444C: Debenture Certification Form
PDF icon SBA Form 444C: Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
2208 SBA Form 2208: Amendment to NMVCC Application
PDF icon SBA Form 2208: Amendment to NMVCC Application
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
5000-917 Implementing the New SBA: Streamlining Loan Servicing
PDF icon Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
5000-1098 Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
PDF icon Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
PDF icon 5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
50 10 5(F) Lender and Development Company Loan Programs
PDF icon SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
649 Listing Collateral Documents
PDF icon tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Request for Loan Reinstatement
Microsoft Office document icon Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
2000-788 Use of Special Characters in Pay.gov
PDF icon Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
51 00 On-Site Lender Reviews/Examinations
Microsoft Office document icon On-Site Lender Reviews/Examinations_Word Version, PDF icon On-Site Lender Reviews/Examinations_PDF Version
Tue, 2015-12-22 12:36
85P-S Supplemental Questionnaire for Selected Positions
PDF icon tools_sbf85s.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
160 SBA Form 160: Resolution of Board of Directors
PDF icon SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1177 Loan Agent Data Submission for 7(a) Loans
PDF icon 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
PDF icon bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, PDF icon Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1354 SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
PDF icon SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
Thu, 2015-10-01 10:29 Thu, 09/01/2016
2004 Certification to the SBA
PDF icon tools_sbf_forms_2004.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting Environmental Investigation
PDF icon CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon 7a_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Tue, 2016-02-09 16:31 Wed, 09/30/2015
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
50 10 5(B) Lender and Development Company Loan Programs
PDF icon Lender and Development Company Loan Programs, PDF icon Lender and Development Company Loan Programs (with tracked changes)
Sat, 2014-06-14 01:14 Thu, 10/01/2009 - 00:00
HUBZone Program Certification for Applicants Owned by ANCs
PDF icon HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Sat, 2014-06-14 00:50 Sat, 02/28/2009
2432 SBA Form 2432: Early Stage Discount Debenture Certification
PDF icon SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
PDF icon Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Sat, 2014-06-14 00:55 Wed, 06/01/2011
Request for Approval of Transfer Certificate
PDF icon Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 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
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55

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