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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.

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Additional Search Criteria:
Number Title/Name Lending Stage Last updatedsort ascending Effective Date Expiration Date
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
5000-1290.pdf
Sat, 2014-06-14 00:55
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1186 Disaster Loan Liquidation Policy and Procedures
Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1168 SBA's ARC Loan Program Ending
SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1157 Purchase Requests and Payment of Fees
Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
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
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1135 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 Wed, 12/01/2010
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
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
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1105 Recovery Act – Restricted Uses of Funds
Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
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
5000-1092 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
5000-1090 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
5000-1083 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
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
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
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
5000-1204 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
5000-1217 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
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.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
5000-1225 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
5000-1227 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
5000-1231 SOP 50 10 5(D) - Credit Alert Verification Reporting System (CAIVRS)
5000-1231
Sat, 2014-06-14 00:55 Wed, 03/13/2013
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1252 Revision to SOP 50 10 5(E)
5000-1252.pdf
Sat, 2014-06-14 00:55
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
5000-1253
Sat, 2014-06-14 00:55
5000-1262 Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation
5000-1262.pdf
Servicing Sat, 2014-06-14 00:55 Sat, 03/01/2014
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
5000-1267.pdf
Servicing Sat, 2014-06-14 00:55
2000-833 Revised Form 912
2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
5000-1288.pdf
Sat, 2014-06-14 00:55

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