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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.
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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 Servicing and Liquidation Action Matrix CDC Servicing and Liquidation Action Matrix_.pdf |
Sat, 2014-06-14 00:50 | ||||
Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0 Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0 |
Fri, 2016-10-21 10:18 | Thu, 03/31/2016 | |||
| 2137 |
Small Business Week Consent for Disclosure of Information Small Business Week Consent for Disclosure of Information |
Sat, 2014-06-14 00:50 | Thu, 10/17/2013 | ||
| 5000-1288 |
7(a) and 504 Fees Effective on October 1, 2013 5000-1288.pdf |
Sat, 2014-06-14 00:55 | |||
| 1454 |
Application for Pool of Guaranteed Interest Certificates tools_sbf_finasst1454.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 5000-1097 |
Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions |
Sat, 2014-06-14 00:55 | |||
| 5000-1175 |
Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans |
Sat, 2014-06-14 00:55 | Thu, 09/01/2011 | ||
| 856 |
Disclosure Statement Leveraged Licensees SBA Form 856 7-31-15.pdf |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 25 LLGP |
Model Limited Liability General Partner Certificate for SBA Commitment SBA Form 25-LLGP.pdf |
Fri, 2015-07-17 13:26 | Mon, 04/30/2018 | ||
| 1941C |
SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage" SBA FORM 1941C 04-30-2017 |
Mon, 2015-03-30 15:47 | Thu, 01/31/2013 | ||
| 5000-1355 |
Transition to a New 504 Fiscal and Selling Agent Transition to a New 504 Fiscal and Selling Agent |
Thu, 2015-10-01 17:08 | Sat, 10/01/2016 | ||
| 994F |
Schedule of Work in Process SBA Form 994F Application for Surety Bond Guarantee Assistance |
Thu, 2016-05-12 13:21 | Sun, 03/31/2019 | ||
| 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 5000-1212.docx |
Sat, 2014-06-14 00:55 | |||
| 5000-1194 |
Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form 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 | ||
| 4506 |
Request for Copy of Tax Return Form_4506-T_FINAL.pdf |
Tue, 2015-11-24 15:36 | |||
|
Draft Legal Fee Review Draft Legal Fee Review |
Sat, 2014-06-14 00:50 | ||||
| 425 |
Standard Form 425: Federal Financial Report Standard Form 425: Federal Financial Report |
Sat, 2014-06-14 00:50 | Mon, 10/31/2011 | ||
|
Request for Approval of Transfer Certificate Request_for_Approval_of_Transfer_Certificate.pdf |
Thu, 2017-06-29 15:34 | ||||
| 5000-1276 |
SOP 50 57 Technical Corrections 5000-1276.pdf |
Sat, 2014-06-14 00:55 | Tue, 04/01/2014 | ||
| 1253 |
Certified Development Company (CDC) Annual Report Guide SBA Form 1253 CDC Annual Report Guide 9-16.pdf,  SBA 1253 Attachment (MS Excel) |
Wed, 2015-09-16 10:38 | Sun, 04/30/2017 | ||
| 5000-1101 |
Recovery Act - Changes to 504 Job Opportunity Requirements Recovery Act - Changes to 504 Job Opportunity Requirements |
Sat, 2014-06-14 00:55 | |||
| 5000-1179 |
Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans |
Sat, 2014-06-14 00:55 | Sat, 10/01/2011 | ||
| 355 |
Information For Small Business Size Determination SBA Form 355.pdf |
Sat, 2014-06-14 00:50 | Fri, 11/30/2012 | ||
| 2404 |
Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program tools_sbf_forms_2404.pdf |
Sat, 2014-06-14 00:50 | Fri, 04/30/2010 | ||
| 1941B |
SBA Form 1941B: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Not Members of a Designated Group) SBA_FORM_1941B_04-30-2017_review.pdf |
Mon, 2015-03-30 15:55 | Fri, 01/31/2014 | ||
| 5000-1351 |
PARRiS Risk-Based Review -- Revised Terminology 5000-1351 |
Fri, 2015-09-11 10:22 | Thu, 09/01/2016 | ||
|
HUBZone Program Certification for Applicants Owned by Indian Tribal Government HUBZone Program Certification for Applicants Owned by Indian Tribal Governments |
Sat, 2014-06-14 00:50 | Wed, 10/31/2012 | |||
| 5000-1205 |
Secondary Market Sales by SBA Lenders - Reserve Agreement 5000-1205.docx |
Sat, 2014-06-14 00:55 | Sun, 04/15/2012 | ||
|
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT 3245-0201_Form_159504_8-19-14_NewE.pdf |
Thu, 2015-04-23 12:19 | Tue, 10/31/2017 | |||
|
Procedural Notice Payment of Interest on SBAs ARC Loans After Default and Liquidation PROCEDURAL NOTICE _ PAYMENT OF INTEREST ON SBAs ARC LOANS AFTER DEFAULT AND LIQUIDATION.pdf |
Sat, 2014-06-14 00:50 | ||||
| 424 |
Standard Form 424: Application for Federal Assistance Standard Form 424: Application for Federal Assistance |
Sat, 2014-06-14 00:50 | Sun, 11/03/2013 | ||
| 5000-1948 |
Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R |
Thu, 2017-05-18 10:38 | |||
| 424B |
Assurances - Non-Construction Programs SF 424b_ Assurances_Non_Construction Programs.pdf |
Sat, 2014-06-14 00:50 | Thu, 10/17/2013 | ||
| 5000-1262 |
Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation 5000-1262.pdf |
Servicing | Sat, 2014-06-14 00:55 | Sat, 03/01/2014 | |
| 1128 |
Guaranty Loan Purchased serv_tools_forms_lender_1128.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 5000-1104 |
New Alternative Size Standard for 7(a) Loans Published 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 Small Business Jobs Act of 2010: Changes to the 504 Loan Program |
Sat, 2014-06-14 00:55 | Sat, 10/01/2011 | ||
|
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments HUBZone Program Certification for Applicants Owned by Indian Tribal Governments |
Wed, 2016-10-05 17:25 | Sun, 06/30/2019 | |||
| 2401 |
First Lien Position 504 Loan Pool Guarantee Agreement tools_sbf_forms_2401.pdf |
Sat, 2014-06-14 00:50 | Fri, 04/30/2010 | ||
|
Protective Bid Analysis Exhibit A Protective Bid Analysis Exhibit A |
Sat, 2014-06-14 00:50 | Fri, 11/01/2013 | |||
| 5000-1344 |
7(a) Loan Program Authorization Level 5000-1344.pdf |
Thu, 2015-07-23 10:43 | Fri, 07/01/2016 | ||
| 990 |
Surety Bond Guarantee Agreement SBA Form 990 in progress |
Wed, 2016-04-20 16:57 | Sun, 03/31/2019 | ||
| 5000-1202 |
Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas 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 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 | ||
|
Small Loan Submission Checklist & Cover Sheet Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf |
Thu, 2016-02-18 16:46 | Wed, 09/30/2015 | |||
| 1081 |
SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders SBA FORM 1081.pdf |
Thu, 2017-05-25 10:35 | Fri, 09/30/2016 | ||
| 1059 |
SBA Form 1059: Security Agreement SBA Form 1059, SBA INST 1059 |
Closing | Sat, 2014-06-14 00:50 | Sun, 11/03/2013 | |
| 5000-1941 |
Changes to the Franchise Review Process for 7(a) and 504 Loans Notice_5000-1941_-_Franchise_Review_Process.pdf |
Wed, 2017-02-22 11:39 | Sun, 12/31/2017 | ||
|
HUBZone Program Certification for Applicants Owned by CDCs HUBZone Program Certification for Applicants Owned by CDCs |
Sat, 2014-06-14 00:50 | Wed, 10/31/2012 | |||
| 5000-1252 |
Revision to SOP 50 10 5(E) 5000-1252.pdf |
Sat, 2014-06-14 00:55 |