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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 Datesort descending Expiration Date
1261 Statements Required by Laws and Executive Orders
PDF icon forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon 7a_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Tue, 2016-02-09 16:31 Wed, 09/30/2015
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
1244 Application for Section 504 Loan
PDF icon SBA Form 1244
Authorization Fri, 2016-06-03 10:09 Fri, 09/30/2016
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
2101 CDC Certification
PDF icon SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
25 LLGP Model Limited Liability General Partner Certificate for SBA Commitment
PDF icon SBA Form 25-LLGP.pdf
Fri, 2015-07-17 13:26 Mon, 04/30/2018
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
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
File 5000-1212.docx
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon 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
Alternative LGPC 10-Tab Template
PDF icon LGPC_10-Tab_Template_2-1-16.pdf
Tue, 2016-02-09 16:33 Wed, 09/30/2015
FAQs Payment Modifications
PDF icon FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
Fresno CLC Letter
PDF icon Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
90 75 3 Outreach Activities
PDF icon Outreach Activities
Tue, 2015-12-22 12:46
Award Nomination Consent Form
PDF icon Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
1506 Servicing Agent Agreement
PDF icon SBA Form 1506
Mon, 2016-06-06 11:27 Fri, 05/31/2019
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2433 SBA Form 2433: 10 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2433 - 10 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
480 SBA Form 480: Size Status Declaration
PDF icon SBA Form 480
Tue, 2015-09-29 11:10 Tue, 01/31/2017
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon 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
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
SLPC 504 email notifications for CURRENT loan
PDF icon SLPC 504 email notifications for CURRENT loan
Sat, 2014-06-14 00:50
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
PDF icon Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
60 02 8 Prime Contracts Program
PDF icon Prime Contracts SOP-60-02-8.pdf
Tue, 2015-12-22 12:38
7(a) Risk Based Lender Review
PDF icon 7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
1454 Application for Pool of Guaranteed Interest Certificates
PDF icon tools_sbf_finasst1454.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
27E SBA Form 27E Early Stage Discount Debenture Opinion of Counsel
PDF icon SBA Form 27E Early Stage Discount Debenture .pdf
Sat, 2014-06-14 00:50
2402 Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP)
PDF icon tools_sbf_forms_2402.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
PDF icon SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
PDF icon 5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
990A Quick Bond Guarantee Application and Agreement
PDF icon SBA 990A
Thu, 2015-07-30 09:00 Tue, 07/31/2018
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v5.pdf
Sat, 2014-06-14 00:50
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013

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