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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
Alternative LGPC 10-Tab Instructions
Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
90 01 (3) Size Determination Program
Size Determination Program
Sat, 2014-06-14 01:14
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
2137 Small Business Week Consent for Disclosure of Information
Small Business Week Consent for Disclosure of Information
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
SBA FORM 1081.pdf
Tue, 2014-10-28 11:36 Fri, 09/30/2016
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
Template for TA Narrative Report
template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1095 Extension of Procedural Notice 5000-1065
Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
5000-1294 (2).pdf
Sat, 2014-06-14 00:55
CDC 504/503 Litigation Plan
CDC 504/503 Litigation Plan
Sat, 2014-06-14 00:50 Fri, 11/01/2013
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
994B Surety Bond Guarantee Underwriting Review
SBA Form 994B.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
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
5000-1190 Extension of authority to approve Small Business Jobs Act loans
Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
Other 7(a) Loan Submission Checklist & Cover Sheet
Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
80 06 HUBZone Program
HUBZone Program
Sat, 2014-06-14 01:14
5000-1217 Lender and Development Company Loan Programs
5000-1217.pdf
Sat, 2014-06-14 00:55
Request for Approval of Transfer Certificate
Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
SLPC 504 email notifications for ALL loans
SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
1454 Application for Pool of Guaranteed Interest Certificates
tools_sbf_finasst1454.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1177 Loan Agent Data Submission for 7(a) Loans
Loan Agent Data Submission for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
Reinstatement of SBA Guaranty
Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Important Document Request for Sole Proprietors
Important Document Request for Sole Proprietors.pdf
Sat, 2014-06-14 00:50
994 Application for Surety Bond Guarantee Assistance
SBA 994 corrected
Wed, 2014-11-05 16:28 Mon, 02/29/2016
2320 Unconditional Guarantee (ARC) Loan
tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
2000-788 Use of Special Characters in Pay.gov
Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
80 05 (3A) Office of Business Development
Office of Business Development
Sat, 2014-06-14 01:14
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
424B Assurances - Non-Construction Programs
SF 424b_ Assurances_Non_Construction Programs.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
How to Submit PCLP Loan Applications
PCLPinstructions.pdf
Sat, 2014-06-14 00:50
1253 Certified Development Company (CDC) Annual Report Guide
SBA 1253 Attachment (MS Excel), SBA Form 1253 CDC Annual Report Guide 4-14.pdf
Sat, 2014-06-14 00:50 Sun, 04/30/2017
424B Standard Form 424B: Assurances - Non-Construction Programs
Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1268 Revolving Lines of Credit Processed through E-Tran
5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
LLL-A Disclosure of Lobbying Activities Continuation Sheet
SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
652 SBA Form 652
SBA Form 652
Tue, 2014-09-16 15:04 Tue, 09/16/2014
SOP 50 50 C Loan Servicing
Sat, 2014-06-14 01:14
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
HUBZone Program Certification for Applicants Owned by CDCs
HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Wed, 2014-08-20 11:15 Sat, 12/31/2016
1128 Guaranty Loan Purchased
serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Forms A-9 through A-12: Budget Detail Worksheet
Forms A-9 through A-12: Budget Detail Worksheet
Sat, 2014-06-14 00:50 Sun, 11/03/2013

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