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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
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
1506 Servicing Agent Agreement
PDF icon SBA_Form_1506.pdf
Wed, 2017-04-19 15:06 Fri, 05/31/2019
CDC Checklist for Submitting Real Estate Appraisal
Microsoft Office document icon CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1348 SBA Policy Notice
PDF icon 5000-1348.pdf
Tue, 2017-10-03 14:22 Tue, 10/03/2017
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Fri, 2017-04-28 11:03
2432 SBA Form 2432: Early Stage Discount Debenture Certification
PDF icon SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
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
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Fri, 2016-09-23 18:22 Tue, 11/01/2016
50 10 5(F) SOP 50 10 5(F)
PDF icon 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
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
27B SBA Form 27B: Debenture Opinion of Counsel
PDF icon SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
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
90 01 5 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2017-09-26 19:06
468 SBA Form 468 Schedule 10: Annual Financial Report
PDF icon SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
Draft Legal Fee Review
PDF icon Draft Legal Fee Review
Sat, 2014-06-14 00:50
1244 Application for Section 504 Loan
PDF icon SBA_1244_new1.pdf
Thu, 2017-08-31 12:42 Tue, 12/31/2019
5000-1104 New Alternative Size Standard for 7(a) Loans Published
PDF icon New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
50 10 4(E) Loan Processing - Posted 11-20-00
PDF icon Loan Processing - Posted 11-20-00_PDF Version
Tue, 2015-12-22 12:10
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
NGPC CPC Status and Payment Statement
Microsoft Office document icon NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
2404 Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program
PDF icon tools_sbf_forms_2404.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
Small Loan Document Preparation Instructions
PDF icon Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
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
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1948 Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
PDF icon Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
Thu, 2017-05-18 10:38
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424B Standard Form 424B: Assurances - Non-Construction Programs
PDF icon Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
PDF icon SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
10 08 SBIC Examination Guidelines
PDF icon SOP 10 08
Tue, 2015-12-22 12:01
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2017-05-19 10:01 Tue, 12/31/2019

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