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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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Additional Search Criteria:
Number Title/Name Lending Stage Last updatedsort ascending Effective Date Expiration Date
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
2286 504 Debenture Closing Checklist
504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
50 10 5(G) Lender and Development Company Loan Programs
SOP 50 10 5G Track changes version, SOP 50 10 5 G FINALWEB VERSION - CLEAN Eff, 10-1-2014
Thu, 2014-09-25 11:21 Wed, 10/01/2014 - 11:15
SOP 1004 Processing Applications for SBIC Licenses
SOP1004.pdf
Tue, 2014-09-23 16:40 Tue, 09/23/2014 - 16:15
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
5000-1318 7(a) and 504 Fees Effective October 1, 2014
5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015
652 SBA Form 652
SBA Form 652
Tue, 2014-09-16 15:04 Tue, 09/16/2014
50 10 5(F) Lender and Development Company Loan Programs
SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
50 10 5(F) SOP 50 10 5(F)
SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:38 Wed, 01/01/2014 - 00:00
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
SBA_1920
Wed, 2014-08-20 11:27 Sun, 04/30/2017
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Wed, 2014-08-20 11:15 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Wed, 2014-08-20 11:07 Sat, 12/31/2016
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
SBA Form 159(7a)
Closing Tue, 2014-08-19 11:16 Fri, 11/30/2012
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
50 57 (A) 7(a) Loan Servicing and Liquidation
SOP_50_57-7(a)_Loan_Servicing_and_Liquidation_FINAL.pdf
Servicing Thu, 2014-08-07 14:04 Thu, 03/27/2014 - 00:00
Request for Loan Reinstatement
REINSTATE_F
Wed, 2014-08-06 12:51
Reverse PIF
Reverse_PIF
Servicing Thu, 2014-07-31 14:45
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
1086 Secondary Participation Guaranty Agreement
SBA Form 1086 Feb 2014
Wed, 2014-07-30 15:34 Tue, 02/28/2017
1502 Guaranty Loan Status & Lender Remittance Form
Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
2301 Community Advantage Lender Participation Application
SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
5000-1299 SBA Veterans Advantage
5000-1299.pdf
Fri, 2014-06-27 14:00
5000-1304 Improved LGPC Submission Process
5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
5000-1309 Additional Clarification on Fee Reductions for Loans of $150,000 or Less
5000-1309.pdf
Fri, 2014-06-27 13:57 Sun, 03/01/2015
5000-1310 SOP 50 10 5(F) Technical Corrections
5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
50 10 5 Lender and Development Company Loan Programs
Lender and Development Company Loan Programs Frequently Asked Questions, Lender and Development Company Loan Programs
Sat, 2014-06-14 01:14 Fri, 08/01/2008 - 00:00
SOP 50 52 (1) Consumer Loan Servicing and Collection for Disaster Home
Consumer Loan Servicing and Collection for Disaster Home
Sat, 2014-06-14 01:14
SOP 60 03 (6) Subcontracting Assistance Program
Subcontracting Assistance Program
Sat, 2014-06-14 01:14
80 05 (3A) Office of Business Development
Office of Business Development
Sat, 2014-06-14 01:14
SOP 60 02 (8) Prime Contracts Program
Prime Contracts SOP-60-02-8.pdf
Sat, 2014-06-14 01:14
90 01 (4) Size Determination Program and Review of Size Standards
Size Determination Program and Review of Size Standards
Sat, 2014-06-14 01:14
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
SOP 50 50 D Loan Servicing
Sat, 2014-06-14 01:14
SOP 1007 1 SBIC Liquidation Program
SBIC Liquidation Program
Sat, 2014-06-14 01:14
SOP 37 71 (2) Employee Dispute Resolution Process
Employee Dispute Resolution Process_Word Version, Employee Dispute Resolution Process_PDF Version
Sat, 2014-06-14 01:14
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
50 50 4(F) Loan Servicing
Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
SOP 90 75 (3) Outreach Activities
Outreach Activities
Sat, 2014-06-14 01:14
SOP 50 10 (4)(E) Loan Processing - Posted 11-20-00
Loan Processing - Posted 11-20-00_PDF Version
Sat, 2014-06-14 01:14
SOP 60 04 (4) Certificate of Competency Program
Certificate of Competency Program
Sat, 2014-06-14 01:14
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14

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