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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 updatedsort descending Effective Date Expiration Date
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
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
5000-1092 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
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
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
5000-1089 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
5000-1088 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
5000-1087 New IRS Tax Verification Alternative
New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
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
5000-1083 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
5000-1082 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
5000-1081 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
5000-1080 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
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
5000-1078 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
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
SOP 50 52 (1) Consumer Loan Servicing and Collection for Disaster Home
Consumer Loan Servicing and Collection for Disaster Home
Sat, 2014-06-14 01:14
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
50 10 5 Lender and Development Company Loan Programs
Lender and Development Company Loan Programs Frequently Asked Questions, Lender and Development Company Loan Programs
Sat, 2014-06-14 01:14 Fri, 08/01/2008 - 00:00
50 51 2 Loan Liquidation & Acquisition Property
Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
SOP 50 50 D Loan Servicing
Sat, 2014-06-14 01:14
50 50 4 Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Mon, 12/01/1997 - 00:00
80 05 (3A) Office of Business Development
Office of Business Development
Sat, 2014-06-14 01:14
50 51 2(B) Loan Liquidation & Acquisition Property
Loan Liquidation & Acquisition Property, Loan Liquidation & Acquisition Property - Appendix 17
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
SOP 1006 Oversight and Regulations of SBICs Investment Division
Oversight and Regulations of SBICs Investment Division, Appendix 1-1 through 4-6.pdf, Appendix 4-7 through 6-3.pdf, Appendix 6-4 through 7-1.pdf, Appendix 8-1 through 10-3.pdf
Sat, 2014-06-14 01:14
50 51 2(C) Loan Liquidation & Acquisition Property
Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Tue, 09/06/2005 - 00:00
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
SOP 50 10 (4)(E) Loan Processing - Posted 11-20-00
Loan Processing - Posted 11-20-00_PDF Version
Sat, 2014-06-14 01:14
50 50 4(G) Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
SOP 50 45 (2) The Surety Bond Program
The Surety Bond Program_Word Version, The Surety Bond Program_PDF Version
Sat, 2014-06-14 01:14
SOP 37 71 (2) Employee Dispute Resolution Process
Employee Dispute Resolution Process_Word Version, Employee Dispute Resolution Process_PDF Version
Sat, 2014-06-14 01:14
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
SOP 60 02 (8) Prime Contracts Program
Prime Contracts SOP-60-02-8.pdf
Sat, 2014-06-14 01:14
SOP 50 50 C Loan Servicing
Sat, 2014-06-14 01:14
SOP 60 04 (4) Certificate of Competency Program
Certificate of Competency Program
Sat, 2014-06-14 01:14
SOP 90 75 (3) Outreach Activities
Outreach Activities
Sat, 2014-06-14 01:14
90 10 (5) Audit Program
Audit Program
Sat, 2014-06-14 01:14
SOP 1007 1 SBIC Liquidation Program
SBIC Liquidation Program
Sat, 2014-06-14 01:14
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
90 01 (4) Size Determination Program and Review of Size Standards
Size Determination Program and Review of Size Standards
Sat, 2014-06-14 01:14
SOP 50 53 Lender Supervision and Enforcement
Lender Supervision and Enforcement PDF Version, Lender Supervision and Enforcement Word Version
Sat, 2014-06-14 01:14
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
80 06 HUBZone Program
HUBZone Program
Sat, 2014-06-14 01:14
50 50 4(F) Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
SOP 60 03 (6) Subcontracting Assistance Program
Subcontracting Assistance Program
Sat, 2014-06-14 01:14
9077 External and Economy Act Agreements
External and Economy Act Agreements.pdf
Sat, 2014-06-14 01:14
SOP 90 54 5 SBA Advisory Councils
SBA Advisory Councils
Sat, 2014-06-14 01:14 Fri, 05/04/2001 - 00:00
50 10 5(B) Lender and Development Company Loan Programs
Lender and Development Company Loan Programs, Lender and Development Company Loan Programs (with tracked changes)
Sat, 2014-06-14 01:14 Thu, 10/01/2009 - 00:00
50 51 3 Loan Liquidation
Loan Liquidation
Liquidation Sat, 2014-06-14 01:14 Mon, 11/15/2010 - 00:00

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