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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 Stagesort descending Last updated Effective Date Expiration Date
2288TR Interim Lender Certification for Temporary Refinancing Program
SBA Form 2288TR.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
Other 7(a) Loan Submission Checklist & Cover Sheet
Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
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
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
50 10 5(F) Lender and Development Company Loan Programs
SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
155 Standby Creditor's Agreement
serv_tools_forms_lender_155.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Award Nomination Consent Form
Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
27F SBA Form 27F: Energy Saving Debenture Opinion of Counsel
SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
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
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
SOP 60 03 (6) Subcontracting Assistance Program
Subcontracting Assistance Program
Sat, 2014-06-14 01:14
3300 Award Nomination Form
SBA Form 3300 Award Nomination Form
Sat, 2014-06-14 00:50 Mon, 03/31/2014
269 Standard Form 269: Financial status Report
Standard Form 269: Financial status Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications guide
SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
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
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
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
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
CDC Checklist for Submitting Equipment Appraisal
CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
25 PC Model Corporate Resolution for SBA Commitment
SBA Form 25-PC version 06-15.pdf
Fri, 2015-07-17 12:46 Mon, 04/30/2018
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA_1920
Wed, 2014-08-20 11:27 Sun, 04/30/2017
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
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
50 10 5(5) Revision to SOP 50 10 5(E)
5000-1252.pdf
Sat, 2014-06-14 01:14
424C Standard Form 424C: Budget Information - Construction Programs
SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
2408 Voluntary Decertification Agreement
SBA Form 2408.pdf
Sat, 2014-06-14 00:50
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
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
SOP 1007 1 SBIC Liquidation Program
SBIC Liquidation Program
Sat, 2014-06-14 01:14
990 Surety Bond Guarantee Agreement
SBA Form 990 in progress
Wed, 2014-11-05 16:22 Mon, 02/29/2016
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
SBA Form 2209: Opinion of Counsel for NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2014-11-25 13:15 Sat, 12/31/2016
Alaska Subordination Agreement
Alaska Subordination Agreement
Tue, 2014-12-30 16:34 Wed, 12/30/2015
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
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
Transfer of Participation Agreement
Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
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
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
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

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