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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 Stagesort descending Last updated Effective Date Expiration Date
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
Draft Legal Fee Review
Draft Legal Fee Review
Sat, 2014-06-14 00:50
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
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
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
25 PC Model Corporate Resolution for SBA Commitment
SBA_Form_25_PC_ForApproval.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
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
1366 SBA Disaster Assistance Program SBA Form 1366 Borrower's Progress Certification
tools_sbf_form1366.pdf
Sat, 2014-06-14 00:50 Sun, 03/31/2013
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
504 Risk Based Lender Review
504 Risk Based Lender Review.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
424D Assurances - Construction Programs
Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
912 Statement of Personal History
SBA Form 912 2-13.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
2207 SBA Form 2207: NMVC Debenture
SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2014-11-25 13:15 Sat, 12/31/2016
27D SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel
SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
SLPC 504 email notifications for ALL loans
SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1165 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2402 Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP)
tools_sbf_forms_2402.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
5000-1324 Streamlining the Community Advantage Pilot Program
5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
HUBZone Program Certification for Applicants Owned by ANCs
HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
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
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
SBA Form 2450
Tue, 2015-03-10 16:14 Wed, 01/31/2018
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
27B SBA Form 27B: Debenture Opinion of Counsel
SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
2419 ILP Electronic Reporting System (ILPERS)
SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
8821 Instructions for Completing the IRS Tax Authorization Form 8821
Sat, 2014-06-14 00:50
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
SOP 50 52 (1) Consumer Loan Servicing and Collection for Disaster Home
Consumer Loan Servicing and Collection for Disaster Home
Sat, 2014-06-14 01:14
5000-1087 New IRS Tax Verification Alternative
New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009

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