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
Draft Legal Fee Review
PDF icon Draft Legal Fee Review
Sat, 2014-06-14 00:50
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon 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
PDF icon 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
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
90 77 External and Economy Act Agreements
PDF icon External and Economy Act Agreements.pdf
Tue, 2015-12-22 12:48
5000-1126 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1093 Interim Financing of Third-Party Loans by Certifired Development Companies
PDF icon Interim Financing of Third-Party Loans by Certifired Development Companies
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1330 SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting
PDF icon 5000-1330
Tue, 2014-12-16 10:11 Tue, 12/01/2015
50 53 (A) Lender Supervision and Enforcement
PDF icon SOP 50 53(A) FINAL.pdf
Tue, 2015-12-22 12:36 Tue, 06/05/2012 - 00:00
1528 Resolution of the Board of Directors
PDF icon SBA FORM 1528
Thu, 2015-10-01 10:38 Thu, 12/12/2013
CDC Checklist for Submitting a 504 Loan Application
Microsoft Office document icon CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
33 Instructions for the Authorization to Disburse Proceeds
PDF icon SBA Form 33 new.pdf
Tue, 2015-06-16 16:57 Mon, 04/30/2018
Alternative LGPC 10-Tab Instructions
PDF icon Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
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
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
80 05 5 Office of Business Development
Wed, 2016-10-19 13:31
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
27E SBA Form 27E Early Stage Discount Debenture Opinion of Counsel
PDF icon SBA Form 27E Early Stage Discount Debenture .pdf
Sat, 2014-06-14 00:50
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 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)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1370 Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
Wed, 2015-12-02 14:57 Thu, 12/01/2016
10 09 SBIC Examinations Guidelines
PDF icon SBIC Examinations Guidelines
Tue, 2016-06-07 18:18 Wed, 10/23/2013 - 18:15
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
PDF icon SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA 1920
Wed, 2016-09-28 10:08 Sun, 04/30/2017
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
PDF icon Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Fri, 2014-06-27 14:00
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Fri, 2017-04-28 10:49
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
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
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Sat, 2014-06-14 00:55 Wed, 08/01/2012
5000-1393 1st Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 1st_Quarter_Peg_Rate.pdf
Wed, 2017-01-18 11:12 Wed, 01/18/2017
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
PDF icon SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
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
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
Lender Certification for Refinanced Loan
PDF icon SBA Form 2234C
Mon, 2017-05-22 10:13
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5C Disaster Home Loan Application
PDF icon serv_da_sba_form_5c_0_0.pdf
Thu, 2015-07-02 13:19 Wed, 01/31/2018
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
PDF icon Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016
50 10 5(F) SOP 50 10 5(F)
PDF icon SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:38 Wed, 01/01/2014 - 00:00
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2017-05-19 10:05 Tue, 12/31/2019
CDC 504/503 Litigation Plan
PDF icon CDC 504/503 Litigation Plan
Wed, 2016-12-07 11:05 Fri, 11/01/2013

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