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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 Stage Last updatedsort ascending Effective Date Expiration Date
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
5000-1330 SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting
5000-1330
Tue, 2014-12-16 10:11 Tue, 12/01/2015
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
LGPC Submission Instructions
LGPC Submission Instructions_.pdf
Tue, 2014-11-25 15:38 Wed, 09/30/2015
Alternative LGPC 10-Tab Instructions
Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
Alternative LGPC 10-Tab Template
LGPC 10-Tab Template 11-20-14.pdf
Tue, 2014-11-25 15:27 Wed, 09/30/2015
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
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
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Tue, 2014-11-25 15:03 Wed, 09/30/2015
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2014-11-25 13:15 Sat, 12/31/2016
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
4506-T Request for Transcript of Tax Return
Request for Transcript of Tax Return
Mon, 2014-11-17 15:40
994F Schedule of Work in Process
SBA Form 994 working copy
Wed, 2014-11-05 16:35 Mon, 02/29/2016
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
994 Application for Surety Bond Guarantee Assistance
SBA 994 corrected
Wed, 2014-11-05 16:28 Mon, 02/29/2016
991 Surety Bond Guarantee Agreement- Addendum
SBA form 991 working copy
Wed, 2014-11-05 16:26 Mon, 02/29/2016
990 Surety Bond Guarantee Agreement
SBA Form 990 in progress
Wed, 2014-11-05 16:22 Mon, 02/29/2016
750EX Supplemental Guaranty Agreement Export Working Capital Program
750 EX Blank 2011
Tue, 2014-11-04 14:17 Tue, 11/04/2014
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
1919 Borrower Information Form
SBA 1919 SSN
Mon, 2014-10-20 17:15 Mon, 04/17/2017
5000-1322 Clarification of the Ineligibility of Certain Passive Business Models
5000-1322
Fri, 2014-10-17 14:07 Thu, 10/01/2015
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
2286 504 Debenture Closing Checklist
504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
50 10 5(G) Lender and Development Company Loan Programs
SOP 50 10 5G Track changes version, SOP 50 10 5 G FINALWEB VERSION - CLEAN Eff, 10-1-2014
Thu, 2014-09-25 11:21 Wed, 10/01/2014 - 11:15
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
5000-1318 7(a) and 504 Fees Effective October 1, 2014
5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015
652 SBA Form 652
SBA Form 652
Tue, 2014-09-16 15:04 Tue, 09/16/2014
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
50 10 5(F) SOP 50 10 5(F)
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
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA_1920
Wed, 2014-08-20 11:27 Sun, 04/30/2017
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Wed, 2014-08-20 11:15 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Wed, 2014-08-20 11:07 Sat, 12/31/2016
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
SBA Form 159(7a)
Closing Tue, 2014-08-19 11:16 Fri, 11/30/2012
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
50 57 (A) 7(a) Loan Servicing and Liquidation
SOP_50_57-7(a)_Loan_Servicing_and_Liquidation_FINAL.pdf
Servicing Thu, 2014-08-07 14:04 Thu, 03/27/2014 - 00:00
Request for Loan Reinstatement
REINSTATE_F
Wed, 2014-08-06 12:51
Reverse PIF
Reverse_PIF
Servicing Thu, 2014-07-31 14:45
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
1086 Secondary Participation Guaranty Agreement
SBA Form 1086 Feb 2014
Wed, 2014-07-30 15:34 Tue, 02/28/2017
1502 Guaranty Loan Status & Lender Remittance Form
Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
2301 Community Advantage Lender Participation Application
SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015

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