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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
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
50 10 5(E) Lender and Development Company Loan Programs
SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 track changes.pdf, 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
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
Template for TA Narrative Report
template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
CDC SBA - Serviced Loans Quarterly Status Report
CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
HUBZone Program Certification for Applicants Owned by CDCs
HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
Survey on Ensuring Equal Opportunity For Applicants
Survey on Ensuring Equal Opportunity For Applicants
Sat, 2014-06-14 00:50 Sat, 02/28/2009
5C Disaster Home Loan Application
serv_da_sba_form_5c_0_0.pdf
Tue, 2015-03-17 10:35 Wed, 01/31/2018
5000-1168 SBA’s ARC Loan Program Ending
SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
2208 SBA Form 2208: Amendment to NMVCC Application
SBA Form 2208: Amendment to NMVCC Application
Sat, 2014-06-14 00:50 Sat, 11/02/2013
BIRMINGHAM DLSC REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS
Sat, 2014-06-14 00:50 Mon, 12/31/2012
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Wed, 2015-01-28 14:24 Wed, 09/30/2015
5000-1108 Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
Sat, 2014-06-14 00:55 Tue, 06/01/2010
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
1128 Guaranty Loan Purchased
serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Request for Loan Reinstatement
Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
5000-1222.pdf
Sat, 2014-06-14 00:55
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
160 SBA Form 160: Resolution of Board of Directors
SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
Transfer of Participation
Transfer of Participation(2).pdf
Sat, 2014-06-14 00:50
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
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
5000-1337 504 Loan Closing Procedures
5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
CDC Checklist for Submitting Environmental Investigation
CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
25 PCGP Model Corporate General Partner Resolution for SBA Commitment
SBA Form 25- PCGP.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
1088 Loan Pool or Guaranteed Certificate
Tue, 2014-05-13 08:16 Sat, 05/31/2014
5000-1157 Purchase Requests and Payment of Fees
Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1252 Revision to SOP 50 10 5(E)
5000-1252.pdf
Sat, 2014-06-14 00:55
2289 Borrower and Operating Company Certification
SBA Form 2289.pdf
Sat, 2014-06-14 00:50
1941B SBA Form 1941B: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Not Members of a Designated Group)
SBA_FORM_1941B_04-30-2017_review.pdf
Mon, 2015-03-30 15:55 Fri, 01/31/2014
2418 ILP Program Activities Report
SBA Form 2418.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
5000-1135 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 Wed, 12/01/2010
2000-833 Revised Form 912
2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
SOP 1004 Processing Applications for SBIC Licenses
SOP10-04-1.pdf
Thu, 2015-04-02 15:56 Tue, 09/23/2014 - 16:15
84-1 Joint Application for Export Working Capital Guarantee
EIB-SBA Form 84-1
Sat, 2014-06-14 00:50 Mon, 08/31/2015
7(a) Risk Based Lender Review
7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
Important HUBZone Document Request for Corporations
Important HUBZone Document Request for Corporations.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
5000-1176 Payment of Interest on SBA’s ARC Loans After Default and in Liquidation
Notice 5000-1176 Payment of Interest on SBA ARC Loans After Default and Liquidation
Sat, 2014-06-14 00:55 Thu, 09/01/2011
994F Schedule of Work in Process
SBA Form 994 working copy
Wed, 2014-11-05 16:35 Mon, 02/29/2016
468 SBA Form 468 Schedule 11: Annual Financial Report
SBA Form 468 Schedule 11: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013

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