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Lender Documentation Tool
Lender Documentation Tool
Find Lender Forms, SOPs, Notices, and Loan Packages
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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 Date | Expiration Date |
|---|---|---|---|---|---|
| 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 | ||
| 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 | |
| 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 | ||
|
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 | ||
| 1502 |
Guaranty Loan Status & Lender Remittance Form Guaranty Loan Status & Lender Remittance Form |
Servicing | Tue, 2014-07-29 12:22 | Tue, 02/28/2017 | |
| 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 | ||
| 5000-1299 |
SBA Veterans Advantage 5000-1299.pdf |
Fri, 2014-06-27 14:00 | |||
| 5000-1304 |
Improved LGPC Submission Process 5000-1304.pdf |
Fri, 2014-06-27 14:00 | Thu, 01/01/2015 | ||
| 5000-1305 |
Fiscal and Transfer Agent for 7(a) Loan Program 5000-1305.pdf |
Fri, 2014-06-27 13:59 | Thu, 01/01/2015 | ||
| 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 | ||
| 5000-1309 |
Additional Clarification on Fee Reductions for Loans of $150,000 or Less 5000-1309.pdf |
Fri, 2014-06-27 13:57 | Sun, 03/01/2015 | ||
| 5000-1310 |
SOP 50 10 5(F) Technical Corrections 5000-1310.pdf |
Fri, 2014-06-27 13:55 | Tue, 03/01/2016 | ||
| 5000-1311 |
SBA Approval of Recoverable Expenses on 7(a) Loans 5000-1311.pdf |
Fri, 2014-06-27 13:54 | Wed, 04/01/2015 | ||
| 50 10 5(A) |
Lender and Development Company Loan Programs SOP 50 10 5(A) (PDF Version),  SOP 50 10 5(A) (Word Version with Tracked Changes) |
Sat, 2014-06-14 01:14 | Sun, 03/01/2009 - 00:00 | ||
| 50 51 2(B) |
Loan Liquidation & Acquisition Property Loan Liquidation & Acquisition Property, Loan Liquidation & Acquisition Property - Appendix 17 |
Liquidation | Sat, 2014-06-14 01:14 | Wed, 04/20/2005 - 00:00 | |
| 50 51 2 |
Loan Liquidation & Acquisition Property Loan Liquidation & Acquisition Property |
Liquidation | Sat, 2014-06-14 01:14 | Wed, 04/20/2005 - 00:00 | |
| 50 10 5(B) |
Lender and Development Company Loan Programs Lender and Development Company Loan Programs, Lender and Development Company Loan Programs (with tracked changes) |
Sat, 2014-06-14 01:14 | Thu, 10/01/2009 - 00:00 | ||
| 50 10 5(D) |
Lender and Development Company Loan Programs SOP 50 10 5(D) (9-15-11) clean.pdf, SOP 50 10 5(D) (9-15-11) track changes.pdf |
Sat, 2014-06-14 01:14 | Sat, 10/01/2011 - 00:00 | ||
| 50 55 |
504 Loan Servicing and Liquidation SOP_50_55_9-4-13.pdf |
Liquidation | Sat, 2014-06-14 01:14 | Tue, 10/01/2013 - 00:00 | |
| 50 50 4 |
Loan Servicing Loan Servicing |
Servicing | Sat, 2014-06-14 01:14 | Mon, 12/01/1997 - 00:00 | |
| 80 06 |
HUBZone Program HUBZone Program |
Sat, 2014-06-14 01:14 | |||
| 50 50 4(F) |
Loan Servicing Loan Servicing |
Servicing | Sat, 2014-06-14 01:14 | Fri, 01/25/2008 - 00:00 | |
| 50 50 4(G) |
Loan Servicing Loan Servicing |
Servicing | Sat, 2014-06-14 01:14 | Fri, 01/25/2008 - 00:00 | |
| 50 10 5(C) |
Lender and Development Company Loan Programs SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), SOP 50 10 5(C): Lender Development Company Loan Programs (PDF with tracked changes) |
Sat, 2014-06-14 01:14 | Fri, 10/01/2010 - 00:00 | ||
| 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 | ||
| 50 53 |
Lender Supervision and Enforcement SOP 50 53 |
Sat, 2014-06-14 01:14 | Fri, 10/01/2010 - 00:00 | ||
| 50 51 3 |
Loan Liquidation Loan Liquidation |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 11/15/2010 - 00:00 | |
| 50 51 2(D) |
Loan Liquidation & Acquisition Property SOP 50 51 2D.pdf |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 10/22/2007 - 00:00 | |
| 50 51 2(A) |
Loan Liquidation & Acquisition Property SOP 50 51 2A.pdf |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 11/02/1998 - 00:00 | |
| 50 51 2(C) |
Loan Liquidation & Acquisition Property Loan Liquidation & Acquisition Property |
Liquidation | Sat, 2014-06-14 01:14 | Tue, 09/06/2005 - 00:00 | |
| 5000-1214 |
4th Quarter "Peg" Rate and Direct Interest Rate FY 2011 5000-1214.pdf |
Sat, 2014-06-14 00:55 | Fri, 06/01/2012 | ||
| 5000-1205 |
Secondary Market Sales by SBA Lenders - Reserve Agreement 5000-1205.docx |
Sat, 2014-06-14 00:55 | Sun, 04/15/2012 | ||
| 5000-1217 |
Lender and Development Company Loan Programs 5000-1217.pdf |
Sat, 2014-06-14 00:55 | |||
| 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 | ||
| 5000-1219 |
1st Quarter "Peg" Rate and Direct Interest Rate 5000-1219.pdf |
Sat, 2014-06-14 00:55 | |||
| 5000-1221 |
Extension of Gulf Opportunity Pilot Loan Program 5000-1221.pdf |
Sat, 2014-06-14 00:55 | |||
| 5000-1211 |
Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update |
Sat, 2014-06-14 00:55 | Sun, 06/10/2012 | ||
| 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 | |||
| 5000-1216 |
Implementation of Permanent Export Express Program 5000-1216.pdf |
Sat, 2014-06-14 00:55 | Wed, 08/01/2012 | ||
| 5000-1220 |
Cancelation of SOP 33 16, Personnel Management for Disaster Offices 5000-1220.pdf |
Sat, 2014-06-14 00:55 | Sat, 09/01/2012 |