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 updatedsort descending Effective Date Expiration Date
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Microsoft Office document icon Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
PDF icon Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1157 Purchase Requests and Payment of Fees
PDF icon Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
PDF icon Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Sat, 2014-06-14 00:55
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon 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
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
PDF icon Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
PDF icon Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 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
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
5000-1164 Gulf Opportunity Pilot Loan Program
PDF icon Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-917 Implementing the New SBA: Streamlining Loan Servicing
PDF icon Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
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
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 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
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1145 Supplemental 1502 Reporting on All Dealer Floor Plan Loans
PDF icon Supplemental 1502 Reporting on All Dealer Floor Plan Loans
Sat, 2014-06-14 00:55 Wed, 03/16/2011
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
PDF icon 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 
PDF icon Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
PDF icon Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1168 SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1168 SBA’s ARC Loan Program Ending
PDF icon SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
5000-1163 Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
File Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
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
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
PDF icon Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1168 SBA's ARC Loan Program Ending
PDF icon SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
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
5000-1139 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
5000-1170 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 1st Quarter "Peg" Rate and Direct Interest Rate
Sat, 2014-06-14 00:55 Thu, 09/01/2011
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

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