Lender Documentation Tool

Find Lender Forms, SOPs, Notices, and Loan Packages

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Number	Title/Name	Last updated	Effective Date	Expiration Date
5000-1117	Program for Investment in Microentrepreneurs Act (PRIME) Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)	Sat, 2014-06-14 00:55
5000-1116	Program for Investment in Microentrepreneurs Act (PRIME) Program for Investment in Microentrepreneurs Act (PRIME)	Sat, 2014-06-14 00:55
5000-1077	Participating Lenders’Administration of SBA-Guaranteed Loans Participating Lenders’Administration of SBA-Guaranteed Loans	Sat, 2014-06-14 00:55		Thu, 10/01/2009
5000-1078	CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans	Sat, 2014-06-14 00:55		Thu, 10/01/2009
5000-1079	Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment	Sat, 2014-06-14 00:55
5000-1080	Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008 bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment	Sat, 2014-06-14 00:55
50 10 5(C)	Lender and Development Company Loan Programs SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), SOP 50 10 5(C): Lender Development Company Loan Programs (PDF with tracked changes)	Sat, 2014-06-14 01:14	Fri, 10/01/2010 - 00:00
5000-1081	One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate	Sat, 2014-06-14 00:55
5000-1082	Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate	Sat, 2014-06-14 00:55		Sun, 11/01/2009
5000-1083	Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment	Sat, 2014-06-14 00:55
5000-1086	Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market	Sat, 2014-06-14 00:55		Tue, 12/01/2009
5000-1087	New IRS Tax Verification Alternative New IRS Tax Verification Alternative	Sat, 2014-06-14 00:55		Tue, 12/01/2009
5000-1088	Identification of Correct Base Rate for 7(a) Loans Identification of Correct Base Rate for 7(a) Loans	Sat, 2014-06-14 00:55		Tue, 12/01/2009
5000-1089	New SBA Form 1086 Secondary Participation Guaranty Agreement New SBA Form 1086 Secondary Participation Guaranty Agreement	Sat, 2014-06-14 00:55		Tue, 12/01/2009
5000-1090	2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate	Sat, 2014-06-14 00:55
5000-1091	Centralization of Disaster Loans Centralization of Disaster Loans	Sat, 2014-06-14 00:55
5000-1092	Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs	Sat, 2014-06-14 00:55		Mon, 02/01/2010
5000-1093	Interim Financing of Third-Party Loans by Certifired Development Companies Interim Financing of Third-Party Loans by Certifired Development Companies	Sat, 2014-06-14 00:55		Mon, 02/01/2010
5000-1094	Auto Dealers Outreach Campaign Auto Dealers Outreach Campaign	Sat, 2014-06-14 00:55
5000-1095	Extension of Procedural Notice 5000-1065 Extension of Procedural Notice 5000-1065	Sat, 2014-06-14 00:55		Mon, 02/01/2010
5000-1096	50 10 5(A) policy regarding the financing of goodwill 50 10 5(A) policy regarding the financing of goodwill	Sat, 2014-06-14 00:55
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
5000-1098	Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans 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
5000-1100	Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million	Sat, 2014-06-14 00:55		Mon, 03/01/2010
5000-1101	Recovery Act - Changes to 504 Job Opportunity Requirements Recovery Act - Changes to 504 Job Opportunity Requirements	Sat, 2014-06-14 00:55
5000-1102	Centralization of 504 Loans Centralization of 504 Loans	Sat, 2014-06-14 00:55
5000-1103	Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act	Sat, 2014-06-14 00:55		Mon, 03/01/2010
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
5000-1105	Recovery Act – Restricted Uses of Funds Recovery Act – Restricted Uses of Funds	Sat, 2014-06-14 00:55		Sat, 05/01/2010
5000-1107	Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program	Sat, 2014-06-14 00:55		Tue, 06/01/2010
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
5000-1109	Version 2009.1 of the 504 Loan Program Authorization to be Released Version 2009.1 of the 504 Loan Program Authorization to be Released	Sat, 2014-06-14 00:55
5000-1132	Servicing and Liquidation Authority of 7(a) Lenders Servicing and Liquidation Authority of 7(a) Lenders	Sat, 2014-06-14 00:55
5000-1131	Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act	Sat, 2014-06-14 00:55		Wed, 12/01/2010
5000-1123	7(a) Fees and 504 Fees Effective On October 1, 2009 7(a) Fees and 504 Fees Effective On October 1, 2009	Sat, 2014-06-14 00:55
5000-1128	New Maximum Allowable Fixed Rate for 7(a) Loans New Maximum Allowable Fixed Rate for 7(a) Loans	Sat, 2014-06-14 00:55		Fri, 10/01/2010
5000-1133	Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans	Sat, 2014-06-14 00:55		Wed, 12/01/2010
2000-773	Using General Ledger Accounts in Pay.gov Using General Ledger Accounts in Pay.gov	Sat, 2014-06-14 00:55		Wed, 12/01/2010
5000-1134	Recovery Act Loan Documentation Requirements and Restrictions Recovery Act Loan Documentation Requirements and Restrictions	Sat, 2014-06-14 00:55		Wed, 12/01/2010
5000-1135	2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate	Sat, 2014-06-14 00:55		Wed, 12/01/2010
5000-1136	Additional Funding Available for 7(a) and 504 Recovery Act Loans Additional Funding Available for 7(a) and 504 Recovery Act Loans	Sat, 2014-06-14 00:55		Wed, 12/01/2010
5000-1139	The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007	Sat, 2014-06-14 00:55
5000-1140	Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue	Sat, 2014-06-14 00:55		Tue, 02/01/2011
5000-1148	3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project 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
5000-1152	Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill	Sat, 2014-06-14 00:55		Sun, 05/01/2011
5000-1154	Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans	Sat, 2014-06-14 00:55
5000-1157	Purchase Requests and Payment of Fees Purchase Requests and Payment of Fees	Sat, 2014-06-14 00:55		Wed, 06/01/2011
5000-1163	Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs	Sat, 2014-06-14 00:55
5000-1168	SBA's ARC Loan Program Ending SBA's ARC Loan Program Ending	Sat, 2014-06-14 00:55		Thu, 09/01/2011
5000-1186	Disaster Loan Liquidation Policy and Procedures Disaster Loan Liquidation Policy and Procedures	Sat, 2014-06-14 00:55		Tue, 11/01/2011

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