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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
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Sat, 2014-06-14 00:55
5000-1401 Revised Procedures for SBA Forms 912 and 1081
PDF icon Notice_5000-1401_-_Revised_Procedures_for_SBA_Forms_912_and_1081.pdf
Thu, 2016-12-15 11:57 Fri, 12/01/2017
3300 Award Nomination Form
PDF icon SBA Form 3300 Award Nomination Form
Sat, 2014-06-14 00:50 Mon, 03/31/2014
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
PDF icon SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
CDC SBA - Serviced Loans Quarterly Status Report
PDF icon CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
PDF icon 5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
1505 Note- CDC/504 Loans
PDF icon SBA Form 1505, PDF icon SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting a 504 Loan Application
Microsoft Office document icon CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
159 Compensation Agreement For Services In Connection With Application And Loan From (Or In Participation With) Small Business Administration
PDF icon Form 159(7a)
Thu, 2015-04-23 15:37 Tue, 10/31/2017
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
5000-1190 Extension of authority to approve Small Business Jobs Act loans
PDF icon Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
5000-1398 SBA Information Notice
PDF icon SBA_Info_Notice_5000-1398_SM.pdf
Tue, 2017-10-03 14:19 Sun, 10/01/2017
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
1010 8(a) Business Development (BD) Program Application
PDF icon 8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
27F SBA Form 27F: Energy Saving Debenture Opinion of Counsel
PDF icon SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
PDF icon Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
1366 SBA Disaster Assistance Program SBA Form 1366 Borrower's Progress Certification
PDF icon tools_sbf_form1366.pdf
Sat, 2014-06-14 00:50 Sun, 03/31/2013
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
PDF icon SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications for CURRENT loan
PDF icon SLPC 504 email notifications for CURRENT loan
Sat, 2014-06-14 00:50
Express Purchase Demand Kit
PDF icon Express Purchase Demand Kit
Thu, 2017-03-30 11:20 Thu, 03/30/2017
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
90 01 5 Size Determination Program
PDF icon Size Determination Program
Tue, 2017-09-26 19:05
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
1405A Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405A_part_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
2403 Application for Pool of Section 504 First Mortgage Loan Interests
PDF icon tools_sbf_forms_2403.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
990A Quick Bond Guarantee Application and Agreement
PDF icon SBA 990A
Thu, 2015-07-30 09:00 Tue, 07/31/2018
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1945 7(a) Reporting Requirements for SBA Form 1502
PDF icon 7(a) Reporting Requirements for SBA Form 1502
Thu, 2017-04-27 16:28 Sun, 12/31/2017
269 Financial Status Report
PDF icon forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2408 Voluntary Decertification Agreement
PDF icon SBA Form 2408.pdf
Sat, 2014-06-14 00:50
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
PDF icon Small Business Jobs Act of 2010: Changes to the Microloan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1088 Identification of Correct Base Rate for 7(a) Loans
PDF icon Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
50 10 5(D) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(D) (9-15-11) clean.pdf, PDF icon SOP 50 10 5(D) (9-15-11) track changes.pdf
Sat, 2014-06-14 01:14 Sat, 10/01/2011 - 00:00
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
PDF icon tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC 504/503 Litigation Plan
PDF icon CDC 504/503 Litigation Plan
Wed, 2016-12-07 11:05 Fri, 11/01/2013
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
PDF icon SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon 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
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
PDF icon 5000-1260.pdf
Sat, 2014-06-14 00:55
50 50 C Loan Servicing
Tue, 2015-12-22 12:15

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