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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.

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Additional Search Criteria:
Number Title/Name Lending Stage Last updated Effective Datesort descending Expiration Date
e504 Quick Start Guide
PDF icon e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
272 Standard Form 272: Federal Cash Transaction Report
PDF icon Standard Form 272: Federal Cash Transaction Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1939 Changes to 504 Debt Refinancing Program
PDF icon Changes to 504 Debt Refinancing Program
Mon, 2016-12-05 12:31 Wed, 11/01/2017
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
PDF icon SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
1050 Settlement Sheet (Use of Proceeds Certification)
PDF icon SBA Form 1050
Closing Wed, 2015-07-15 13:38 Thu, 04/30/2015
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
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
90 01 4 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2015-12-22 11:56
Pre-Application Review Request
PDF icon Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
2289 Borrower and Operating Company Certification
PDF icon SBA Form 2289.pdf
Sat, 2014-06-14 00:50
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
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
E-Tran - Servicing Guide for CDCs
PDF icon E-Tran Servicing Guide for CDCs.pdf
Sat, 2014-06-14 00:50
2210 SBA Form 2210: Instructions for NMVC Debenture Draw
PDF icon SBA Form 2210: Instructions for NMVC Debenture Draw
Sat, 2014-06-14 00:50 Fri, 09/30/2005
5000-1388 New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
PDF icon New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
Tue, 2016-08-16 16:02 Sat, 07/01/2017
12196 Small Business Tax Product Order Blank
PDF icon forms_irs12196.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
CDC Quarterly Delinquency Report
PDF icon cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
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
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Fri, 2017-04-28 10:43
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
2286 504 Debenture Closing Checklist
PDF icon 504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
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
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
ARC Loan Liquidation Form
PDF icon ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
468 SBA Form 468 Schedule 10: Annual Financial Report
PDF icon SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
148 Unconditional Guarantee
PDF icon SBA Form 148, PDF icon SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
1244 Application for Section 504 Loan
PDF icon SBA_1244_new1.pdf
Thu, 2017-08-31 12:42 Tue, 12/31/2019
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
PDF icon SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
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
10 07 1 SBIC Liquidation Program
PDF icon SOP 10 07 1
Tue, 2015-12-22 12:01
NGPC CPC Status and Payment Statement
Microsoft Office document icon NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2017-05-19 10:01 Tue, 12/31/2019
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1165 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/01/2011

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