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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.
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Additional Search Criteria:
| Number | Title/Name | Lending Stage |
Last updated |
Effective Date | Expiration Date |
|---|---|---|---|---|---|
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 | |||
| 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 | |||
| 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 | ||
| 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 | ||
| 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 51 2 |
Loan Liquidation & Acquisition Property Loan Liquidation & Acquisition Property |
Liquidation | Sat, 2014-06-14 01:14 | Wed, 04/20/2005 - 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(F) |
Loan Servicing Loan Servicing |
Servicing | Sat, 2014-06-14 01:14 | Fri, 01/25/2008 - 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 | |
| 50 51 3 |
Loan Liquidation Loan Liquidation |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 11/15/2010 - 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 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 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 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(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 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 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 2(D) |
Loan Liquidation & Acquisition Property SOP 50 51 2D.pdf |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 10/22/2007 - 00:00 | |
| 5000-1216 |
Implementation of Permanent Export Express Program 5000-1216.pdf |
Sat, 2014-06-14 00:55 | Wed, 08/01/2012 | ||
| 5000-1221 |
Extension of Gulf Opportunity Pilot Loan Program 5000-1221.pdf |
Sat, 2014-06-14 00:55 |