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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 updated Effective Datesort descending Expiration Date
468 SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SOP 60 02 (8) Prime Contracts Program
Prime Contracts SOP-60-02-8.pdf
Sat, 2014-06-14 01:14
270 Request for Advance or Reimbursement
forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
1150 Offer in Compromise
sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
LGPC Submission Instructions
LGPC Submission Instructions_.pdf
Tue, 2014-11-25 15:38 Wed, 09/30/2015
Procedural Notice Payment of Interest on SBAs ARC Loans After Default and Liquidation
PROCEDURAL NOTICE _ PAYMENT OF INTEREST ON SBAs ARC LOANS AFTER DEFAULT AND LIQUIDATION.pdf
Sat, 2014-06-14 00:50
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Sat, 2014-06-14 00:50 Mon, 03/31/2014
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
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
2435 SBA Form 2435: Early Stage Current Pay Debenture Certification
SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
2310 Preferred Lenders Program (PLP) for Export Working Capital Program (EWCP) Loans
SBA 2310_dynamic2.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
27B SBA Form 27B: Debenture Opinion of Counsel
SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
86 Questionnaire for National Security Positions
tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
SBA Form 1790.pdf
Sat, 2014-06-14 00:50 Sat, 06/30/2012
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
Other 7(a) Loan Document Preparation Instructions
Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
SBA FORM 1081.pdf
Tue, 2014-10-28 11:36 Fri, 09/30/2016
Little Rock CLC Letter
Little Rock CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
Authorization (SBA Express Loan)
bank-auth-sba-express-form_20140115.doc
Authorization Sat, 2014-06-14 00:50
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
2101 CDC Certification
SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2432 SBA Form 2432: Early Stage Discount Debenture Certification
SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
7(a) Eligibility Questionnaire
7aLGPC_EligibilityQuestionnaireVersion50105_D_20111122.pdf
Sat, 2014-06-14 00:50 Wed, 01/01/2014
27C SBA Form 27C: LMI Debenture Opinion of Counsel
SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
80 06 HUBZone Program
HUBZone Program
Sat, 2014-06-14 01:14
1261 Statements Required by Laws and Executive Orders
forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
SLPC 504 email notifications for ALL loans
SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
Template for TA Narrative Report
template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2137 Small Business Week Consent for Disclosure of Information
Small Business Week Consent for Disclosure of Information
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
5000-1288.pdf
Sat, 2014-06-14 00:55
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
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
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
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
444C SBA Form 444C: Debenture Certification Form
SBA Form 444C: Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
80 05 (3A) Office of Business Development
Office of Business Development
Sat, 2014-06-14 01:14
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
SBA Form 994 H_workingCopy.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
5000-1212.docx
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011

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