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 Datesort descending Expiration Date
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
FAQs Post Servicing Offer in Compromise
PDF icon FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
Forms A-9 through A-12: Budget Detail Worksheet
PDF icon Forms A-9 through A-12: Budget Detail Worksheet
Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
424 Application for Federal Assistance
PDF icon SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
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
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
CDC Checklist for Submitting Environmental Investigation
PDF icon CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
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
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
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
50 50 4 (D) Loan Servicing
Tue, 2015-12-22 11:51
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
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
649 Listing Collateral Documents
PDF icon tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
27D SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel
PDF icon SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
Eligibility Information Required for 504 Submission
PDF icon Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
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
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
Alternative LGPC 10-Tab Template
PDF icon LGPC_10-Tab_Template_2-1-16.pdf
Tue, 2016-02-09 16:33 Wed, 09/30/2015
e504 Quick Start Guide
PDF icon e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
2219 SBA Form 2219: OA Grant Performance Report
PDF icon SBA Form 2219: OA Grant Performance Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
60 06 3 Property Sales Assistance Program
PDF icon Property Sales Assistance Program_Pdf Version, File Property Sales Assistance Program_Word Version
Tue, 2015-12-22 12:08
1711 SBA Form 1711 - Certification Regarding Lobbying
PDF icon SBA Form 1711 - Certification Regarding Lobbying
Sat, 2014-06-14 00:50 Thu, 10/13/2011
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
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1104 New Alternative Size Standard for 7(a) Loans Published
PDF icon New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
Important Document Request for Sole Proprietors
PDF icon Important Document Request for Sole Proprietors.pdf
Sat, 2014-06-14 00:50
Request to Honor SBA 7(a) Loan Guaranty
PDF icon bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
90 77 External and Economy Act Agreements
PDF icon External and Economy Act Agreements.pdf
Tue, 2015-12-22 12:48
10 Tab Express Purchase Demand Kit
PDF icon 10 Tab Express Purchase Demand Kit
Tue, 2015-11-10 13:42 Mon, 10/31/2016
5000-1337 504 Loan Closing Procedures
PDF icon 5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
2289 Borrower and Operating Company Certification
PDF icon SBA Form 2289.pdf
Sat, 2014-06-14 00:50
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
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015

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