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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
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
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
PDF icon SBA FORM 1081.pdf
Tue, 2014-10-28 11:36 Fri, 09/30/2016
1059 SBA Form 1059: Security Agreement
PDF icon SBA Form 1059, PDF icon SBA INST 1059
Closing Sat, 2014-06-14 00:50 Sun, 11/03/2013
50 50 C Loan Servicing
Tue, 2015-12-22 12:15
HUBZone Program Certification for Applicants Owned by CDCs
PDF icon HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
770 Financial Statement of Debtor
PDF icon SBA Form 770
Wed, 2015-02-18 11:28 Wed, 01/31/2018
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
PDF icon Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
PDF icon 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
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
1062 Small Business Development Center Counseling Record
PDF icon serv_tools_forms_lender_1062.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2008
CDC Checklist for Submitting Equipment Appraisal
Microsoft Office document icon CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
159D Fee Disclosure Form and Compensation Agreement
PDF icon tools_sbf_sba159d.pdf
Thu, 2016-09-15 14:30 Tue, 10/31/2017
5000-1203 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 5000-1203.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon 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
Alternative LGPC 10-Tab Instructions
PDF icon Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
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
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
PDF icon 5000-1267.pdf
Servicing Sat, 2014-06-14 00:55
172 Transaction Report on Loan Serviced by Lender
PDF icon serv_tools_forms_lender_172.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Sun, 05/31/2015
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
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
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
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
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016
5000-1200 Submission of Form 159 for 7(a) Loans
PDF icon bank_5000-1200.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1145 Supplemental 1502 Reporting on All Dealer Floor Plan Loans
PDF icon Supplemental 1502 Reporting on All Dealer Floor Plan Loans
Sat, 2014-06-14 00:55 Wed, 03/16/2011
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
How to Submit PCLP Loan Applications
PDF icon PCLPinstructions.pdf
Sat, 2014-06-14 00:50
270 Standard Form 270: Request for Advance or Reimbursement
PDF icon Standard Form 270: Request for Advance or Reimbursement
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1942 SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
PDF icon SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions
Thu, 2017-03-16 14:01 Thu, 03/01/2018
SF-424A SF 424A - Budget Information (non-construction programs)
PDF icon SF424A-V1.0
Sat, 2014-06-14 00:50 Thu, 10/13/2011
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
PDF icon 5000-1253
Sat, 2014-06-14 00:55
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
PDF icon SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
5000-1107 Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
PDF icon Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
Sat, 2014-06-14 00:55 Tue, 06/01/2010
5000-1185 Secondary Market Changes Resulting from Small Business Jobs Act of 2010
PDF icon Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Sat, 2014-06-14 00:55 Sat, 10/01/2011
Important HUBZone Document for LLCs
PDF icon Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
147 SBA Form 147: Note - 7(a) Loans
PDF icon SBA Form 147, PDF icon SBA INST 147, PDF icon SBA INST 147
Closing Sat, 2014-06-14 00:50 Mon, 06/03/2002
10 Tab Express Purchase Demand Kit with ARC Loan provisions
PDF icon 10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1340 Issuance of SOP 50 10 5(H)
PDF icon 5000-1340
Wed, 2015-05-13 15:35 Sun, 05/01/2016
601 Agreement of Compliance
PDF icon SBA 601.pdf
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
Small Loan Document Preparation Instructions
PDF icon Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
PDF icon SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1940 Revised Risk-Based Review/Examination Protocol for SBA Supervised Lenders
PDF icon Revised_Risk-Based_ReviewExamination_Protocol_for_SBA_Supervised_Lenders.pdf
Thu, 2017-01-19 10:23 Sun, 12/31/2017
SS-4 Application for Employer Identification Number
PDF icon forms_irsss4.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013

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