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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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Additional Search Criteria:
Number Title/Name Lending Stagesort descending Last updated Effective Date Expiration Date
2416 Lender Certification for Refinanced Loan
SBA 2416.pdf
Sat, 2014-06-14 00:50 Fri, 03/21/2014
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
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
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
90 10 (5) Audit Program
Audit Program
Sat, 2014-06-14 01:14
269 Financial Status Report
forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Draft Legal Fee Review
Draft Legal Fee Review
Sat, 2014-06-14 00:50
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
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1324 Streamlining the Community Advantage Pilot Program
5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
2234 (Part A) PCLP Guarantee Request
sba_forms_2234a.pdf
Sat, 2014-06-14 00:50 Thu, 01/31/2013
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
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
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
2419 ILP Electronic Reporting System (ILPERS)
SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
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
5000-1276 SOP 50 57 Technical Corrections
5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
504 Risk Based Lender Review
504 Risk Based Lender Review.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010C 8(a) Business Plan
8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
27D SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel
SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
5000-1161 Secondary Market Sales by SBA Lenders
Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
SOP 60 04 (4) Certificate of Competency Program
Certificate of Competency Program
Sat, 2014-06-14 01:14
994 R Application for Surety Bond Guarantee Assistance – Rider Under the American Recovery and Reinvestment Act of 2009
form cont994
Wed, 2014-11-05 16:31 Mon, 02/29/2016
2207 SBA Form 2207: NMVC Debenture
SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications for ALL loans
SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
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
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Litigation Plan
Litigation Plan Tabs
Thu, 2015-01-15 12:11 Mon, 10/26/2015
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
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID final E 3
Fri, 2015-06-12 11:42 Mon, 04/30/2018
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
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
275 Reinsurance Agreement In Favor of the United States
GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
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
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
SBA Form 1790.pdf
Wed, 2015-06-03 14:51 Sat, 10/31/2015
HUBZone Program Certification for Applicants Owned by ANCs
HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
8821 Instructions for Completing the IRS Tax Authorization Form 8821
Sat, 2014-06-14 00:50
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
5000-1117 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
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
888 Management Training Report
SBA Form 888_update2.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014

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