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 Stage Last updatedsort ascending Effective Date Expiration Date
5000-1190 Extension of authority to approve Small Business Jobs Act loans
PDF icon Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1157 Purchase Requests and Payment of Fees
PDF icon Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
PDF icon The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
Sat, 2014-06-14 00:55
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
PDF icon Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Sat, 2014-06-14 00:55
5000-1098 Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
PDF icon Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1090 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55
5000-1089 New SBA Form 1086 Secondary Participation Guaranty Agreement
PDF icon New SBA Form 1086 Secondary Participation Guaranty Agreement
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
PDF icon Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
PDF icon Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Sat, 2014-06-14 00:55 Sun, 11/01/2009
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
PDF icon One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
PDF icon CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
PDF icon 5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
File 5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
PDF icon 5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Sat, 2014-06-14 00:55
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Sat, 2014-06-14 00:55
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
PDF icon 5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1228 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 5000-1228.pdf
Sat, 2014-06-14 00:55 Sat, 12/08/2012
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1252 Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Sat, 2014-06-14 00:55
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
PDF icon 5000-1253
Sat, 2014-06-14 00:55
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011

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