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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.

Additional Search Criteria are optional. You can use none, some or all the fields as desired.

Quick Links: Forms by Name | Notices by Date | SOPs by Number

    

 

Additional Search Criteria:
Number Title/Name Lending Stage Last updatedsort descending Effective Date Expiration Date
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
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
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1145 Supplemental 1502 Reporting on All Dealer Floor Plan Loans
PDF icon Supplemental 1502 Reporting on All Dealer Floor Plan Loans
Sat, 2014-06-14 00:55 Wed, 03/16/2011
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon 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
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon 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
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
PDF icon 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
2000-788 Use of Special Characters in Pay.gov
PDF icon Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon 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
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
PDF icon 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
PDF icon Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1168 SBA's ARC Loan Program Ending
PDF icon SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1157 Purchase Requests and Payment of Fees
PDF icon Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
50 10 5(E) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 track changes.pdf, PDF icon SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 clean.pdf
Sat, 2014-06-14 01:14 Fri, 06/01/2012 - 00:00
50 10 5(B) Lender and Development Company Loan Programs
PDF icon Lender and Development Company Loan Programs, PDF icon Lender and Development Company Loan Programs (with tracked changes)
Sat, 2014-06-14 01:14 Thu, 10/01/2009 - 00:00
50 50 4 Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Mon, 12/01/1997 - 00:00
50 10 5(A) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(A) (PDF Version), File SOP 50 10 5(A) (Word Version with Tracked Changes)
Sat, 2014-06-14 01:14 Sun, 03/01/2009 - 00:00
50 51 2 Loan Liquidation & Acquisition Property
PDF icon Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
50 55 504 Loan Servicing and Liquidation
PDF icon SOP_50_55_9-4-13.pdf
Liquidation Sat, 2014-06-14 01:14 Tue, 10/01/2013 - 00:00
50 51 2(A) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2A.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 11/02/1998 - 00:00
50 51 2(C) Loan Liquidation & Acquisition Property
PDF icon Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Tue, 09/06/2005 - 00:00
50 53 Lender Supervision and Enforcement
PDF icon SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
50 10 5(D) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(D) (9-15-11) clean.pdf, PDF icon SOP 50 10 5(D) (9-15-11) track changes.pdf
Sat, 2014-06-14 01:14 Sat, 10/01/2011 - 00:00
50 51 2(D) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2D.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 10/22/2007 - 00:00
50 51 3 Loan Liquidation
PDF icon Loan Liquidation
Liquidation Sat, 2014-06-14 01:14 Mon, 11/15/2010 - 00:00
50 51 2(B) Loan Liquidation & Acquisition Property
Microsoft Office document icon Loan Liquidation & Acquisition Property, Microsoft Office document icon Loan Liquidation & Acquisition Property - Appendix 17
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
50 50 4(G) Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
50 50 4(F) Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
50 10 5(C) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), PDF icon 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
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
5000-1309 Additional Clarification on Fee Reductions for Loans of $150,000 or Less
PDF icon 5000-1309.pdf
Fri, 2014-06-27 13:57 Sun, 03/01/2015
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon 5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Fri, 2014-06-27 14:00
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
PDF icon SBA Form 2449 7-14
Thu, 2014-07-17 14:49
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
1502 Guaranty Loan Status & Lender Remittance Form
PDF icon Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
PDF icon 5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
Reverse PIF
PDF icon Reverse_PIF
Servicing Thu, 2014-07-31 14:45
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51

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