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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.

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
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-1
Mon, 2016-02-01 08:49 Wed, 08/31/2016
Authorization (SBA Express/Export Express Loan)
File Authorization (SBA Express/Export Express Loan)
Authorization Tue, 2016-01-26 13:27
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46
90 77 External and Economy Act Agreements
PDF icon External and Economy Act Agreements.pdf
Tue, 2015-12-22 12:48
90 75 3 Outreach Activities
PDF icon Outreach Activities
Tue, 2015-12-22 12:46
90 57 National Environmental Policy Act
PDF icon National Environmental Policy Act_PDF Version
Tue, 2015-12-22 12:45
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
90 10 5 Audit Program
PDF icon Audit Program
Tue, 2015-12-22 12:43
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
60 03 6 Subcontracting Assistance Program
PDF icon Subcontracting Assistance Program
Tue, 2015-12-22 12:39
60 02 8 Prime Contracts Program
PDF icon Prime Contracts SOP-60-02-8.pdf
Tue, 2015-12-22 12:38
51 00 On-Site Lender Reviews/Examinations
Microsoft Office document icon On-Site Lender Reviews/Examinations_Word Version, PDF icon On-Site Lender Reviews/Examinations_PDF Version
Tue, 2015-12-22 12:36
50 53 (A) Lender Supervision and Enforcement
PDF icon SOP 50 53(A) FINAL.pdf
Tue, 2015-12-22 12:36 Tue, 06/05/2012 - 00:00
50 53 Lender Supervision and Enforcement
PDF icon Lender Supervision and Enforcement PDF Version, File Lender Supervision and Enforcement Word Version
Tue, 2015-12-22 12:34
50 52 1 Consumer Loan Servicing and Collection for Disaster Home
PDF icon Consumer Loan Servicing and Collection for Disaster Home
Tue, 2015-12-22 12:15
50 50 C Loan Servicing
Tue, 2015-12-22 12:15
50 46 1 Claims and Recovery Program
PDF icon Claims and Recovery Program
Tue, 2015-12-22 12:14
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
50 10 5 Lender and Development Company Loan Programs
PDF icon Lender and Development Company Loan Programs Frequently Asked Questions, PDF icon Lender and Development Company Loan Programs
Tue, 2015-12-22 12:11 Fri, 08/01/2008 - 00:00
40 04 3 Privacy Act Procedures
PDF icon SOP 40 04 03
Tue, 2015-12-22 12:11 Wed, 06/23/2004 - 13:15
50 10 4(E) Loan Processing - Posted 11-20-00
PDF icon Loan Processing - Posted 11-20-00_PDF Version
Tue, 2015-12-22 12:10
80 05 3(A) Office of Business Development
Tue, 2015-12-22 12:09
60 06 3 Property Sales Assistance Program
PDF icon Property Sales Assistance Program_Pdf Version, File Property Sales Assistance Program_Word Version
Tue, 2015-12-22 12:08
40 03 3 Disclosure of Information
PDF icon SOP 40 03 3
Tue, 2015-12-22 12:02 Wed, 08/04/2004 - 13:30
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
10 08 SBIC Examination Guidelines
PDF icon SOP 10 08
Tue, 2015-12-22 12:01
10 07 1 SBIC Liquidation Program
PDF icon SOP 10 07 1
Tue, 2015-12-22 12:01
10 06 Oversight and Regulations of SBICs Investment Division
PDF icon Oversight and Regulations of SBICs Investment Division, PDF icon Appendix 1-1 through 4-6.pdf, PDF icon Appendix 4-7 through 6-3.pdf, PDF icon Appendix 6-4 through 7-1.pdf, PDF icon Appendix 8-1 through 10-3.pdf
Tue, 2015-12-22 12:00
90 01 3 Size Determination Program
PDF icon Size Determination Program
Tue, 2015-12-22 11:59
10 04 1 Processing Applications for SBIC Licenses
PDF icon SOP 10 04 1
Tue, 2015-12-22 11:57 Tue, 09/23/2014 - 16:15
90 01 4 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2015-12-22 11:56
50 50 4 (D) Loan Servicing
Tue, 2015-12-22 11:51
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Wed, 2015-12-16 11:20 Sun, 01/01/2017
SBA Charge Off Tabs/Wrap-Up Report
PDF icon SBA Charge Off Tabs/Wrap-Up Report
Mon, 2015-12-14 17:28 Mon, 04/04/2016
5000-1358 Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
PDF icon Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
Wed, 2015-12-02 15:02 Sun, 11/01/2015
5000-1370 Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
Wed, 2015-12-02 14:57 Thu, 12/01/2016
413 Personal Financial Statement 7(a)/504 Loans and Surety Bonds
PDF icon Personal Financial Statement 7(a)/504 Loans and Surety Bonds
Tue, 2015-12-01 17:05 Wed, 01/31/2018
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Tue, 2015-12-01 11:34 Tue, 11/01/2016
Servicing and Liquidation Actions 7(a) Lender Matrix
PDF icon Unilateral_Action_Matrix_for_7a_Loan_Servicing-Liquidation_V-12.pdf
Servicing Mon, 2015-11-30 13:18
50 57 2 7(a) Loan Servicing and Liquidation
PDF icon SOP_50_57_2_Clean, PDF icon SOP_50_57_2_Tracked_Change
Servicing Mon, 2015-11-30 09:11 Tue, 12/01/2015 - 00:00
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
10 Tab Express Purchase Demand Kit
PDF icon 10 Tab Express Purchase Demand Kit
Tue, 2015-11-10 13:42 Mon, 10/31/2016
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
5000-1356 The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
PDF icon The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
Thu, 2015-10-01 17:11 Thu, 10/01/2015
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
1528 Resolution of the Board of Directors
PDF icon SBA FORM 1528
Thu, 2015-10-01 10:38 Thu, 12/12/2013
5000-1354 SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
PDF icon SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
Thu, 2015-10-01 10:29 Thu, 09/01/2016
480 SBA Form 480: Size Status Declaration
PDF icon SBA Form 480
Tue, 2015-09-29 11:10 Tue, 01/31/2017

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