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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
5000-1102 Centralization of 504 Loans
Centralization of 504 Loans
Sat, 2014-06-14 00:55
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
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
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
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
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1226 PMQD Screens (14-15, 21-25, & 28)
5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
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
5000-1090 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
5000-1086 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
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
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
5000-1176 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
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
5000-1222.pdf
Sat, 2014-06-14 00:55
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
5000-1228 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
5000-1228.pdf
Sat, 2014-06-14 00:55 Sat, 12/08/2012
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
5000-1089 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
5000-1083 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
5000-1082 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
5000-1079 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
5000-1078 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
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1117 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
5000-1118 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
5000-1122 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
5000-1204 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
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
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
5000-1212.docx
Sat, 2014-06-14 00:55
5000-1217 Lender and Development Company Loan Programs
5000-1217.pdf
Sat, 2014-06-14 00:55
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1216 Implementation of Permanent Export Express Program
5000-1216.pdf
Sat, 2014-06-14 00:55 Wed, 08/01/2012
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1223 7(a) and 504 Fees Effective On October 1, 2011
5000-1223.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
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
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
5000-1107 Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program
Sat, 2014-06-14 00:55 Tue, 06/01/2010
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
5000-1098 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
5000-1095 Extension of Procedural Notice 5000-1065
Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
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
5000-1088 Identification of Correct Base Rate for 7(a) Loans
Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009

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