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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.

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Additional Search Criteria:
Number Title/Name Lending Stage Last updatedsort ascending Effective Date Expiration Date
90 10 (5) Audit Program
Audit Program
Sat, 2014-06-14 01:14
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
50 10 5(B) Lender and Development Company Loan Programs
Lender and Development Company Loan Programs, Lender and Development Company Loan Programs (with tracked changes)
Sat, 2014-06-14 01:14 Thu, 10/01/2009 - 00:00
50 51 3 Loan Liquidation
Loan Liquidation
Liquidation Sat, 2014-06-14 01:14 Mon, 11/15/2010 - 00:00
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
50 10 5(E) Lender and Development Company Loan Programs
SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 track changes.pdf, SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 clean.pdf
Sat, 2014-06-14 01:14 Fri, 06/01/2012 - 00:00
SOP 50 53 (A) Lender Supervision and Enforcement
SOP 50 53(A) FINAL.pdf
Sat, 2014-06-14 01:14 Tue, 06/05/2012 - 00:00
50 57 7(a) Loan Servicing and Liquidation
SOP_50_57-7(a)_Loan_Servicing_and_Liquidation_FINAL.pdf, SOP_50_57-7(a)_Loan_Servicing_and_Liquidation_with_Tracked_Changes_FINAL.pdf
Servicing Sat, 2014-06-14 01:14 Fri, 03/01/2013 - 00:00
52 00 Microloan Program
Microloan SOP 52 00 (FINAL).pdf
Sat, 2014-06-14 01:14 Fri, 03/01/2013 - 00:00
50 51 2(B) Loan Liquidation & Acquisition Property
Loan Liquidation & Acquisition Property, Loan Liquidation & Acquisition Property - Appendix 17
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
90 01 (4) Size Determination Program and Review of Size Standards
Size Determination Program and Review of Size Standards
Sat, 2014-06-14 01:14
50 51 2(A) Loan Liquidation & Acquisition Property
SOP 50 51 2A.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 11/02/1998 - 00:00
5000-1096 50 10 5(A) policy regarding the financing of goodwill
50 10 5(A) policy regarding the financing of goodwill
Sat, 2014-06-14 00:55
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1105 Recovery Act – Restricted Uses of Funds
Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1095 Extension of Procedural Notice 5000-1065
Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Sat, 2014-06-14 00:55 Sun, 11/01/2009
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
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
5000-1176 Payment of Interest on SBA’s ARC Loans After Default and in Liquidation
Notice 5000-1176 Payment of Interest on SBA ARC Loans After Default and Liquidation
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1104 New Alternative Size Standard for 7(a) Loans Published
New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
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
5000-1098 Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1093 Interim Financing of Third-Party Loans by Certifired Development Companies
Interim Financing of Third-Party Loans by Certifired Development Companies
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1090 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55
5000-1089 New SBA Form 1086 Secondary Participation Guaranty Agreement
New SBA Form 1086 Secondary Participation Guaranty Agreement
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1087 New IRS Tax Verification Alternative
New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
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
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Sat, 2014-06-14 00:55 Thu, 07/01/2010
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
5000-1200 Submission of Form 159 for 7(a) Loans
bank_5000-1200.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1203 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
5000-1203.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012

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