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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
5000-1348 SBA Policy Notice
PDF icon 5000-1348.pdf
Tue, 2017-10-03 14:22 Tue, 10/03/2017
5000-1398 SBA Information Notice
PDF icon SBA_Info_Notice_5000-1398_SM.pdf
Tue, 2017-10-03 14:19 Sun, 10/01/2017
5000-1397 SBA Information Notice
PDF icon 5000-1397.pdf
Tue, 2017-10-03 14:12 Wed, 11/01/2017
90 01 5 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2017-09-26 19:06
90 01 5 Size Determination Program
PDF icon Size Determination Program
Tue, 2017-09-26 19:05
1253 Certified Development Company (CDC) Annual Report Guide
PDF icon Form_1253_-_CDC_Annual_Report_Guide_Final.pdf, File SBA_Form_1253_Exhibit_1_for_Jobs_Documentation_Updated_7.17.2017.xlsx
Thu, 2017-09-21 13:51 Fri, 07/31/2020
5000-1956 Certified Development Company Annual Report Guide (SBA Form 1253)
PDF icon 5000-1956.pdf
Thu, 2017-09-21 13:30 Sat, 09/01/2018
5000-1955 Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
PDF icon Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
Thu, 2017-08-31 13:03 Wed, 08/01/2018
5000-1953 SBA Information Notice
PDF icon 5000-1953.pdf
Thu, 2017-08-31 12:43 Wed, 08/01/2018
5000-1954 SBA Information Notice
PDF icon 5000-1954.pdf
Thu, 2017-08-31 12:43 Wed, 08/01/2018
5000-4020 SBA Policy Notice
PDF icon SBA Policy Notice
Thu, 2017-08-31 12:43 Wed, 08/01/2018
4506-T Request for Transcript of Tax Return
PDF icon Form_4506-T.pdf
Thu, 2017-08-31 12:42 Fri, 07/28/2017
1244 Application for Section 504 Loan
PDF icon SBA_1244_new1.pdf
Thu, 2017-08-31 12:42 Tue, 12/31/2019
2234 Part C ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (PCLP)
PDF icon ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (PCLP)
Thu, 2017-08-17 12:18 Tue, 12/31/2019
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
Thu, 2017-08-17 12:14 Tue, 12/31/2019
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
PDF icon SBA_FORM_1081.pdf
Fri, 2017-08-11 15:41 Tue, 12/31/2019
Statement of Personal History
PDF icon Statement of Personal History
Fri, 2017-08-11 15:38 Tue, 12/31/2019
50 46 1 Claims and Recovery Program
PDF icon SOP_5046_2.pdf
Mon, 2017-07-10 12:32 Mon, 07/10/2017 - 12:30
5000- 1950 SBA Procedural Notice
PDF icon 5000-1950.pdf
Thu, 2017-06-29 15:25
90 75 3 Outreach Activities
PDF icon SOP90754.pdf
Tue, 2017-06-27 15:25 Tue, 07/26/2016 - 12:30
1711 SBA Form 1711: Certification Regarding Lobbying
Mon, 2017-06-05 13:17 Sun, 11/03/2013
Applying for an Export Working Capital Program (EWCP) Loan Using the “10 Tabs” System
PDF icon EWCP_10Tabs_2017april_new.pdf
Fri, 2017-06-02 15:16
Lender Certification - Express SLA
PDF icon Lender Certification - Express SLA
Fri, 2017-06-02 11:36 Fri, 06/02/2017
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019
CDC 503 / 504 LIQUIDATION PLAN
PDF icon 504LiquidationPlan_20130430.pdf
Mon, 2017-05-22 09:38 Tue, 12/31/2019
2288R Interim Lender Certification for Refinanced Loan
PDF icon SBA Form 2288R
Fri, 2017-05-19 11:02
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2017-05-19 11:01
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2017-05-19 10:05 Tue, 12/31/2019
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2017-05-19 10:01 Tue, 12/31/2019
5000-1948 Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
PDF icon Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
Thu, 2017-05-18 10:38
CDC 504 Liquidation Plan
PDF icon CDC 504 Liquidation Plan
Wed, 2017-05-17 13:51 Sun, 12/31/2017
480 SBA Form 480: Size Status Declaration
PDF icon SBA_480.pdf
Tue, 2017-05-16 12:11 Tue, 01/31/2017
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Fri, 2017-04-28 11:03
601 Agreement of Compliance
PDF icon SBA 601.pdf
Closing Fri, 2017-04-28 10:59
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Fri, 2017-04-28 10:49
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Fri, 2017-04-28 10:43
5000-1945 7(a) Reporting Requirements for SBA Form 1502
PDF icon 7(a) Reporting Requirements for SBA Form 1502
Thu, 2017-04-27 16:28 Sun, 12/31/2017
147 SBA Form 147: Note - 7(a) Loans
PDF icon SBA Form 147, PDF icon SBA INST 147, PDF icon SBA INST 147
Closing Thu, 2017-04-27 10:17
1506 Servicing Agent Agreement
PDF icon SBA_Form_1506.pdf
Wed, 2017-04-19 15:06 Fri, 05/31/2019
Franchisor Certification Form 2463
PDF icon Franchisor Certification Form 2463
Wed, 2017-04-12 09:02 Wed, 04/12/2017
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
Express Purchase Demand Kit
PDF icon Express Purchase Demand Kit
Thu, 2017-03-30 11:20 Thu, 03/30/2017
888 Management Training Report
Fri, 2017-03-17 09:38 Tue, 09/30/2014
5000-1942 SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
PDF icon SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
Thu, 2017-03-16 14:01 Thu, 03/01/2018
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-01
Tue, 2017-03-14 11:08 Tue, 03/31/2020
2462 Addendum to Franchise Agreement
PDF icon Addendum to Franchise Agreement
Wed, 2017-03-08 13:32 Sun, 12/31/2017
1790 Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
PDF icon SBA_1790.pdf
Wed, 2017-03-01 14:22 Thu, 01/31/2019
5000-1941 Changes to the Franchise Review Process for 7(a) and 504 Loans
PDF icon Notice_5000-1941_-_Franchise_Review_Process.pdf
Wed, 2017-02-22 11:39 Sun, 12/31/2017
5000-1407 FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
PDF icon FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
Mon, 2017-01-30 16:15 Sun, 12/31/2017
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04

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