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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 Stagesort descending Last updated Effective Date Expiration Date
27B SBA Form 27B: Debenture Opinion of Counsel
SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1186 Disaster Loan Liquidation Policy and Procedures
Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
Request to Honor SBA 7(a) Loan Guaranty
bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
5000-1260.pdf
Sat, 2014-06-14 00:55
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
50 10 5(C) Lender and Development Company Loan Programs
SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), SOP 50 10 5(C): Lender Development Company Loan Programs (PDF with tracked changes)
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
SLPC 504 email notifications guide
SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Sat, 2014-06-14 00:55 Wed, 12/01/2010
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
Mon, 2014-04-28 12:28 Fri, 10/31/2014
2404 Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program
tools_sbf_forms_2404.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
994F Schedule of Work in Process
SBA Form 994 working copy
Wed, 2014-11-05 16:35 Mon, 02/29/2016
990A Quick Bond Guarantee Application and Agreement
SBA Form 990A
Wed, 2014-11-05 16:45 Mon, 02/29/2016
25 PC Model Corporate Resolution for SBA Commitment
SBA_Form_25_PC_ForApproval.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
SBA Form 1941A_expiration 01-31-14.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
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
1504 Development Company 504 Debenture
tools_sbf_finasst1504.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Important HUBZone Document for LLCs
Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
424D Assurances - Construction Programs
Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
7(a) Risk Based Lender Review
7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
SS-4 Application for Employer Identification Number
forms_irsss4.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2014-11-25 13:15 Sat, 12/31/2016
468 SBA Form 468 Schedule 10: Annual Financial Report
SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
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
2289 Borrower and Operating Company Certification
SBA Form 2289.pdf
Sat, 2014-06-14 00:50
856A Disclosure Statement Non-Leveraged Licensees
SBA Form 856A 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
2416 Lender Certification for Refinanced Loan
SBA 2416.pdf
Sat, 2014-06-14 00:50 Fri, 03/21/2014
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
5000-1288.pdf
Sat, 2014-06-14 00:55
5000-1164 Gulf Opportunity Pilot Loan Program
Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
84-1 Joint Application for Export Working Capital Guarantee
EIB-SBA Form 84-1
Sat, 2014-06-14 00:50 Mon, 08/31/2015
Draft Legal Fee Review
Draft Legal Fee Review
Sat, 2014-06-14 00:50
424B Standard Form 424B: Assurances - Non-Construction Programs
Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
5000-1212.docx
Sat, 2014-06-14 00:55
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
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
1011 Participation Agreement
Participation Agreement 11 7 11.pdf
Sat, 2014-06-14 00:50
Template for TA Narrative Report
template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013

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