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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 |
|---|---|---|---|---|---|
| 424A |
Standard Form 424A: Budget Information - Non-Construction Programs SF-424A.pdf |
Sat, 2014-06-14 00:50 | Sun, 11/03/2013 | ||
|
Certification of Cash Match and Program Income Match Certification of Cash Match & Prog Inc - For Annual Budget |
Sat, 2014-06-14 00:50 | Thu, 10/17/2013 | |||
| 5000-1276 |
SOP 50 57 Technical Corrections 5000-1276.pdf |
Sat, 2014-06-14 00:55 | Tue, 04/01/2014 | ||
| 1246 |
Application for Certification as a Certified Development Company serv_tools_forms_lender_1246.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 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 | ||
|
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives |
Wed, 2016-10-05 17:26 | Sun, 06/30/2019 | |||
| 2402 |
Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP) tools_sbf_forms_2402.pdf |
Sat, 2014-06-14 00:50 | Fri, 04/30/2010 | ||
| 90 77 |
External and Economy Act Agreements External and Economy Act Agreements.pdf |
Tue, 2015-12-22 12:48 | |||
|
CDC 504/503 Litigation Plan CDC 504/503 Litigation Plan |
Wed, 2016-12-07 11:05 | Fri, 11/01/2013 | |||
| 5000-1351 |
PARRiS Risk-Based Review -- Revised Terminology 5000-1351 |
Fri, 2015-09-11 10:22 | Thu, 09/01/2016 | ||
| 994 |
Application for Surety Bond Guarantee Assistance SBA Form 994 |
Tue, 2016-06-28 16:12 | Sun, 03/31/2019 | ||
| 5000-1205 |
Secondary Market Sales by SBA Lenders - Reserve Agreement 5000-1205.docx |
Sat, 2014-06-14 00:55 | Sun, 04/15/2012 | ||
|
Alaska Subordination Agreement Alaska Subordination Agreement |
Tue, 2014-12-30 16:34 | Wed, 12/30/2015 | |||
|
FAQs Payment Modifications FAQs_Payment Modifications.pdf |
Sat, 2014-06-14 00:50 | ||||
| 1711 |
SBA Form 1711: Certification Regarding Lobbying SBA Form 1711: Certification Regarding Lobbying |
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 | |||
| 722 |
SBA FORM 722 (10-02) SBA Form 722 Equal Opportunities |
Closing | Sat, 2014-06-14 00:50 | Fri, 10/14/2011 | |
| 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 | |
| 1031 |
SBA Form 1031: Portfolio Financing Report SBA Form 1031 OMB approved |
Wed, 2016-07-13 21:05 | Tue, 10/31/2017 | ||
| 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 | ||
| 2434 |
SBA Form 2434: 5 Yr Energy Saving Debenture Certification SBA Form 2434 - 5 Yr Energy Saving Debenture Certification revised 8-12.pdf |
Sat, 2014-06-14 00:50 | |||
| 2318 |
America’s Recovery Capital (ARC) Loan serv_tools_forms_lender_2318.pdf |
Sat, 2014-06-14 00:50 | Fri, 03/07/2014 | ||
|
Reinstatement of SBA Guaranty Reinstatement of SBA Guaranty |
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 | ||
| 723 |
Small Business Certification form_cont723.pdf |
Sat, 2014-06-14 00:50 | Wed, 12/12/2012 | ||
| 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 | ||
|
LGPC Submission Instructions LGPC_Submission_Instructions.pdf |
Tue, 2016-02-09 16:34 | Wed, 09/30/2015 | |||
|
SLPC 504 email notifications for CURRENT loan SLPC 504 email notifications for CURRENT loan |
Sat, 2014-06-14 00:50 | ||||
| 159 (7a) |
Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan SBA Form 159(7a) |
Closing | Tue, 2015-08-18 10:24 | Fri, 11/30/2012 | |
| 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 U.S. Citizen HUBZone Program Certification for Applicants Owned by U.S. Citizens |
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 | |||
| 413 (7a/504/SBG) |
Personal Financial Statement SBA Form 413 (7a-504-SBG) |
Thu, 2015-03-19 15:55 | Wed, 01/31/2018 | ||
| 5000-1108 |
Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act |
Sat, 2014-06-14 00:55 | Tue, 06/01/2010 | ||
| 5000-1156 |
Announcement and FAQs on OCRM Lender Portal Update Announcement and FAQs on OCRM Lender Portal Update |
Sat, 2014-06-14 00:55 | Wed, 06/01/2011 | ||
| 27F |
SBA Form 27F: Energy Saving Debenture Opinion of Counsel SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf |
Sat, 2014-06-14 00:50 | |||
| 1846 |
Statement Regarding Lobbying Statement Regarding Lobbying |
Closing | Sat, 2014-06-14 00:50 | Fri, 02/21/2014 | |
|
CDC Checklist for Submitting Real Estate Appraisal CDC Checklist for Submitting Real Estate Appraisal |
Sat, 2014-06-14 00:50 | Fri, 11/01/2013 | |||
| 5000-1337 |
504 Loan Closing Procedures 5000-1337.pdf |
Tue, 2015-03-31 11:50 | Tue, 03/01/2016 | ||
| 2202 |
Schedule of Liabilities tools_sbf_sba202.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 5000-1122 |
504 Debenture Funding Schedule for Calendar Year 2010 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 Additional Funding Available for Fee Relief and Higher Guaranty Loans |
Sat, 2014-06-14 00:55 | Tue, 03/01/2011 | ||
|
e504 Guide for CDCs CDC_Guide_for_e504_v7.0 |
Mon, 2016-10-17 13:13 | ||||
| 272 |
Standard Form 272: Federal Cash Transaction Report Standard Form 272: Federal Cash Transaction Report |
Sat, 2014-06-14 00:50 | Sat, 11/02/2013 | ||
| 5000-1393 |
1st Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project 1st_Quarter_Peg_Rate.pdf |
Wed, 2017-01-18 11:12 | Wed, 01/18/2017 | ||
|
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs) A9 - A12 Detailed Budget Worksheet |
Sat, 2014-06-14 00:50 | Thu, 10/13/2011 | |||
| 5000-1239 |
Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs 5000-1239.pdf |
Sat, 2014-06-14 00:55 | Wed, 05/01/2013 |