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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 updated | Effective Date | Expiration Date |
---|---|---|---|---|---|
52 00 A |
Microloan Program![]() |
Fri, 2016-09-23 18:20 | Thu, 04/28/2016 - 16:30 | ||
5000-1376 |
7(a) Loan Program Clarification – Credit Unavailable Elsewhere Requirement![]() |
Mon, 2016-03-28 16:18 | Wed, 03/01/2017 | ||
5000-1374 |
Certified Development Company Reporting of Job Creation and Retention![]() |
Mon, 2016-03-07 17:22 | Wed, 02/01/2017 | ||
5000-1372 |
SBA Express/Export Express Loan Authorization Issued![]() |
Tue, 2016-01-26 11:46 | |||
5000-1358 |
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.![]() |
Wed, 2015-12-02 14:57 | Thu, 12/01/2016 | ||
5000-1359 |
Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information![]() |
Fri, 2016-09-23 18:22 | Tue, 11/01/2016 | ||
4506 |
Request for Copy of Tax Return![]() |
Tue, 2015-11-24 15:36 | |||
160A |
U.S. Small Business Administration Certificate as to Partners![]() |
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![]() |
Thu, 2015-10-01 17:11 | Thu, 10/01/2015 | ||
5000-1355 |
Transition to a New 504 Fiscal and Selling Agent![]() |
Thu, 2015-10-01 17:08 | Sat, 10/01/2016 | ||
5000-1354 |
SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans![]() |
Thu, 2015-10-01 10:29 | Thu, 09/01/2016 | ||
5000-1352 |
7(a) and 504 Fees Effective October 1, 2015![]() |
Mon, 2015-09-28 15:42 | Thu, 09/01/2016 | ||
5000-1351 |
PARRiS Risk-Based Review -- Revised Terminology![]() |
Fri, 2015-09-11 10:22 | Thu, 09/01/2016 | ||
5000-1347 |
Microloan Program Expanded Eligibility and Other Program Changes![]() |
Fri, 2015-07-31 12:08 | Fri, 07/01/2016 | ||
5000-1346 |
Increase in 7(a) Loan Program Authorization Level![]() |
Wed, 2015-07-29 10:43 | Fri, 07/01/2016 | ||
5000-1344 |
7(a) Loan Program Authorization Level![]() |
Thu, 2015-07-23 10:43 | Fri, 07/01/2016 | ||
DELEGATED LENDER Franchise/Agreement Review Request![]() |
Fri, 2015-05-29 13:01 | Sun, 05/29/2016 | |||
413 |
Personal Financial Statement 7(a)/504 Loans and Surety Bonds![]() |
Tue, 2015-12-01 17:05 | Wed, 01/31/2018 | ||
2000-2004 |
SBA Information Notice![]() |
Tue, 2015-05-26 16:12 | Tue, 05/26/2015 | ||
5000-1340 |
Issuance of SOP 50 10 5(H)![]() |
Wed, 2015-05-13 15:35 | Sun, 05/01/2016 | ||
50 10 5(H) |
Lender and Development Company Loan Programs![]() ![]() |
Mon, 2016-02-29 11:15 | Fri, 05/01/2015 - 17:00 | ||
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT![]() |
Thu, 2015-04-23 12:19 | Tue, 10/31/2017 | |||
5000-1337 |
504 Loan Closing Procedures![]() |
Tue, 2015-03-31 11:50 | Tue, 03/01/2016 | ||
5000-1324 |
Streamlining the Community Advantage Pilot Program![]() |
Wed, 2015-02-04 11:51 | Fri, 10/02/2015 | ||
413D |
Personal Financial Statement Disaster Programs![]() |
Tue, 2016-11-08 11:34 | Wed, 01/31/2018 | ||
Alaska Subordination Agreement![]() |
Tue, 2014-12-30 16:34 | Wed, 12/30/2015 | |||
5000-1332 |
Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders![]() |
Wed, 2015-02-04 11:49 | Tue, 12/01/2015 | ||
5000-1330 |
SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting![]() |
Tue, 2014-12-16 10:11 | Tue, 12/01/2015 | ||
5000-1329 |
Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions![]() |
Tue, 2014-12-09 10:22 | Mon, 02/01/2016 | ||
Small Loan Submission Checklist & Cover Sheet![]() |
Thu, 2016-02-18 16:46 | Wed, 09/30/2015 | |||
Other 7(a) Loan Submission Checklist & Cover Sheet![]() |
Tue, 2016-02-09 16:31 | Wed, 09/30/2015 | |||
LGPC Submission Instructions![]() |
Tue, 2016-02-09 16:34 | Wed, 09/30/2015 | |||
Alternative LGPC 10-Tab Instructions![]() |
Tue, 2014-11-25 15:32 | Wed, 09/30/2015 | |||
Alternative LGPC 10-Tab Template![]() |
Tue, 2016-02-09 16:33 | Wed, 09/30/2015 | |||
Other 7(a) Loan Document Preparation Instructions![]() |
Tue, 2014-11-25 15:25 | Wed, 09/30/2015 | |||
Other 7(a) Loan Submission Checklist & Cover Sheet![]() |
Tue, 2014-11-25 15:10 | Wed, 09/30/2015 | |||
Small Loan Document Preparation Instructions![]() |
Thu, 2016-02-18 16:48 | Wed, 09/30/2015 | |||
Small Loan Submission Checklist & Cover Sheet![]() |
Tue, 2014-11-25 15:05 | Wed, 09/30/2015 | |||
5000-1323 |
Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program![]() |
Tue, 2014-11-25 10:15 | Wed, 10/01/2014 | ||
Small Loan Document Preparation Instructions![]() |
Fri, 2014-11-21 17:20 | Wed, 09/30/2015 | |||
990A |
Quick Bond Guarantee Application and Agreement![]() |
Thu, 2015-07-30 09:00 | Tue, 07/31/2018 | ||
5000-1322 |
Clarification of the Ineligibility of Certain Passive Business Models![]() |
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 ![]() |
Fri, 2014-10-10 11:06 | Wed, 10/01/2014 | ||
50 10 5(G) |
Lender and Development Company Loan Programs![]() ![]() |
Thu, 2014-09-25 11:21 | Wed, 10/01/2014 - 11:15 | ||
10 04 1 |
Processing Applications for SBIC Licenses![]() |
Tue, 2015-12-22 11:57 | Tue, 09/23/2014 - 16:15 | ||
5000-1319 |
SBA Veterans Advantage - Renewal and Expansion of Fee Relief![]() |
Tue, 2014-09-23 14:32 | Tue, 09/01/2015 | ||
5000-1318 |
7(a) and 504 Fees Effective October 1, 2014![]() |
Thu, 2014-09-18 16:30 | Tue, 09/01/2015 | ||
2414 |
Women Owned Small Business (WOSB) Program Certification - EDWOSBs![]() |
Wed, 2015-01-14 13:17 | Thu, 11/30/2017 | ||
2413 |
Women Owned Small Business (WOSB) Program Certification![]() |
Wed, 2016-02-24 12:12 | Thu, 11/30/2017 |