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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.

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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
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
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
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Sat, 2014-06-14 00:55 Tue, 02/01/2011
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
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
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55
5000-1157 Purchase Requests and Payment of Fees
Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
5000-1168 SBA's ARC Loan Program Ending
SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1186 Disaster Loan Liquidation Policy and Procedures
Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1190 Extension of authority to approve Small Business Jobs Act loans
Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
2000-788 Use of Special Characters in Pay.gov
Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
2416 Lender Certification for Refinanced Loan
SBA 2416.pdf
Sat, 2014-06-14 00:50 Fri, 03/21/2014
1846 Statement Regarding Lobbying
Statement Regarding Lobbying
Closing Sat, 2014-06-14 00:50 Fri, 02/21/2014
1224 Grant / Cooperative Agreement Cost Sharing Proposal
SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
Risk Management Data Base Form
bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
SBA Wire Transfer Form
bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
147 SBA Form 147: Note - 7(a) Loans
SBA Form 147, SBA INST 147, SBA INST 147
Closing Sat, 2014-06-14 00:50 Mon, 06/03/2002
Request to Honor SBA 7(a) Loan Guaranty
bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
1502 Guaranty Loan Status & Lender Remittance Form
Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
1086 Secondary Participation Guaranty Agreement
SBA Form 1086 Feb 2014
Wed, 2014-07-30 15:34 Tue, 02/28/2017
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
9077 External and Economy Act Agreements
External and Economy Act Agreements.pdf
Sat, 2014-06-14 01:14
1010C 8(a) Business Plan
8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
1010-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Tue, 2015-04-21 10:02 Sun, 04/30/2017
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Tue, 2015-04-21 14:06 Sun, 04/30/2017
1010B - IND 8(a) Business Development (BD) Program Application Individual Information
8(a) Business Development (BD) Program Application Individual Information
Mon, 2015-04-20 15:22 Mon, 03/31/2014
424D Assurances - Construction Programs
Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
424C Standard Form 424C: Budget Information - Construction Programs
SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
Survey on Ensuring Equal Opportunity For Applicants
Survey on Ensuring Equal Opportunity For Applicants
Sat, 2014-06-14 00:50 Sat, 02/28/2009
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
1244 Application for Section 504 Loan
SBA Form 1244
Authorization Wed, 2015-04-01 09:52 Wed, 01/31/2018
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 51 3 Loan Liquidation
Loan Liquidation
Liquidation Sat, 2014-06-14 01:14 Mon, 11/15/2010 - 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 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
90 10 (5) Audit Program
Audit Program
Sat, 2014-06-14 01:14
SOP 90 54 5 SBA Advisory Councils
SBA Advisory Councils
Sat, 2014-06-14 01:14 Fri, 05/04/2001 - 00:00
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
SOP 50 45 (2) The Surety Bond Program
The Surety Bond Program_Word Version, The Surety Bond Program_PDF Version
Sat, 2014-06-14 01:14
SOP 50 30 (8) Disaster Assistance Program - Posted 07-15
Disaster Assistance Program - Posted 07-15
Wed, 2015-07-01 13:39
50 50 4(G) Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00

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