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
1941C SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage"
PDF icon SBA FORM 1941C 04-30-2017
Mon, 2015-03-30 15:47 Thu, 01/31/2013
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
Other 7(a) Loan Document Preparation Instructions
PDF icon Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
PDF icon The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
Sat, 2014-06-14 00:55
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Tue, 2016-06-21 10:55 Sat, 12/31/2016
413 (8a) Personal Financial Statement
PDF icon SBA Form 413
Wed, 2015-05-27 12:37 Wed, 01/31/2018
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
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
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
Transfer of Participation Agreement
Microsoft Office document icon Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
2416 Lender Certification for Refinanced Loan
PDF icon SBA Form 2416
Fri, 2016-06-03 10:30 Fri, 09/30/2016
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
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
50 50 C Loan Servicing
Tue, 2015-12-22 12:15
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
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
50 10 5(H) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5 H Final Clean 5-1-15, PDF icon SOP 50 10 5 H Final Highlighted Changes 5-1-15
Mon, 2016-02-29 11:15 Fri, 05/01/2015 - 17:00
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 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
1065 Applicant Licensee's Assurance of Compliance (Public Interest)
PDF icon SBA Form 1065_Review.pdf
Tue, 2015-06-16 15:44 Wed, 11/30/2011
2413 Women Owned Small Business (WOSB) Program Certification
PDF icon SBA Form 2413 comp
Wed, 2016-02-24 12:12 Thu, 11/30/2017
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
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
PDF icon SBA Form 1790.pdf
Wed, 2015-06-03 14:51 Sat, 10/31/2015
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
424C Standard Form 424C: Budget Information - Construction Programs
PDF icon SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
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
5000-1172 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
Tue, 2015-12-01 11:34 Tue, 11/01/2016
888 Management Training Report
PDF icon SBA Form 888_update2.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
PDF icon SBA Form 2209: Opinion of Counsel for NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
PDF icon 5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
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
468 SBA Short Form 468 (Partnership): Quarterly Financial Report
PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report
Thu, 2016-08-18 17:02 Tue, 10/31/2017
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
1454 Application for Pool of Guaranteed Interest Certificates
PDF icon tools_sbf_finasst1454.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Litigation Plan
PDF icon Litigation Plan Tabs
Thu, 2015-01-15 12:11 Mon, 10/26/2015
2402 Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP)
PDF icon tools_sbf_forms_2402.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016

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