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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 Date Expiration Date
Draft Legal Fee Review
PDF icon Draft Legal Fee Review
Sat, 2014-06-14 00:50
E-Tran - Servicing Guide for CDCs
PDF icon E-Tran Servicing Guide for CDCs.pdf
Sat, 2014-06-14 00:50
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v5.pdf
Sat, 2014-06-14 00:50
e504 Quick Start Guide
PDF icon e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
Eligibility Information Required for 504 Submission
PDF icon Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Tue, 2015-03-10 16:14 Wed, 01/31/2018
2234 (Part C) Eligibility Information Required for PCLP Submission
PDF icon Eligibility Information Required for PCLP Submission
Sat, 2014-06-14 00:50 Sun, 04/30/2017
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
PDF icon Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Sat, 2014-06-14 00:55 Tue, 02/01/2011
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
5000-1190 Extension of authority to approve Small Business Jobs Act loans
PDF icon Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
90 77 External and Economy Act Agreements
PDF icon External and Economy Act Agreements.pdf
Tue, 2015-12-22 12:48
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
FAQs ARC Loans
PDF icon FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
FAQs E-Tran Servicing
PDF icon FAQs_Servicing.pdf
Servicing Sat, 2014-06-14 00:50
FAQs Payment Modifications
PDF icon FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
FAQs Post Servicing Offer in Compromise
PDF icon FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
1993 Federal Agency Comment Form
PDF icon Comment Form (Fillable).pdf
Sat, 2014-06-14 00:50 Thu, 06/30/2016
272 Federal Cash Transactions Report
PDF icon forms_mis272.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
PDF icon SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
PDF icon 3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
159D Fee Disclosure Form and Compensation Agreement
PDF icon tools_sbf_sba159d.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
PDF icon SBA Form 159(7a)
Closing Tue, 2015-08-18 10:24 Fri, 11/30/2012
81-93 FEMA Form 81-93: Standard Flood Hazard Determination
PDF icon bank_sfhdf.pdf
Closing Sat, 2014-06-14 00:50 Fri, 10/31/2008
770 Financial Statement of Debtor
PDF icon SBA Form 770
Wed, 2015-02-18 11:28 Wed, 01/31/2018
269 Financial Status Report
PDF icon forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2401 First Lien Position 504 Loan Pool Guarantee Agreement
PDF icon tools_sbf_forms_2401.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
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
Forms A-9 through A-12: Budget Detail Worksheet
PDF icon Forms A-9 through A-12: Budget Detail Worksheet
Sat, 2014-06-14 00:50 Sun, 11/03/2013
Fresno CLC Letter
PDF icon Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
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
File 5000-1212.docx
Sat, 2014-06-14 00:55
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
File 5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1502 Guaranty Loan Status & Lender Remittance Form
PDF icon Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1124 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
5000-1165 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, 09/01/2011
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
Helpful Hints Guide
PDF icon Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
How to Submit PCLP Loan Applications
PDF icon PCLPinstructions.pdf
Sat, 2014-06-14 00:50
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
HUBZone Program Certification for Applicants Owned by ANCs
PDF icon HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
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
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012

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