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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 updatedsort descending Effective Date Expiration Date
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1174 Small Business Jobs Act: Dealer Floor Plan Pilot Program
Small Business Jobs Act: Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
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
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
5000-1105 Recovery Act – Restricted Uses of Funds
Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
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
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
5000-1124 Gulf Opportunity Pilot Loan Program
Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
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
5000-1131 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
5000-1139 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
5000-1109 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
5000-1108 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
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
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
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1126 Process for Lenders to Participate in GO Loan Pilot
Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Wed, 09/01/2010
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
5000-1157 7(a) Guaranty Purchases
7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
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
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
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
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
5000-1140 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
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
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
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Sat, 2014-06-14 00:55
5000-1190 Extension of authority to approve Small Business Jobs Act loans
Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
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
2000-788 Use of Special Characters in Pay.gov
Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Sat, 2014-06-14 00:55 Sun, 01/01/2012
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
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1145 Supplemental 1502 Reporting on All Dealer Floor Plan Loans
Supplemental 1502 Reporting on All Dealer Floor Plan Loans
Sat, 2014-06-14 00:55 Wed, 03/16/2011
5000-1185 Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
Small Business Jobs Act of 2010: Changes to the Microloan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
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
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
2000-744 Required TINs in CPC System
Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
5000-917 Implementing the New SBA: Streamlining Loan Servicing
Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005

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