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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 Stage Last updated Effective Datesort descending Expiration Date
5000-1119 Recovery Act – Microloan Recipient Reporting
Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
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
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
SBA Form 159(7a)
Closing Tue, 2014-08-19 11:16 Fri, 11/30/2012
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
5000-1241 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
1031 Portfolio Financing Report
SBA_FORM 1031r.pdf
Sat, 2014-06-14 00:50 Mon, 03/31/2014
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
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
ARC 10 Tab PDK (Purchase Demand Kit)
ARC Transcript Excel Version.xlsx, ARC 10 Tab PDK 08152012 with lender feedback_508 compliant_new lender certs_4506T adjustments.pdf
Guaranty Purchase Sat, 2014-06-14 00:50
Risk Management Data Base Form
bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1324 Streamlining the Community Advantage Pilot Program
5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
888 Management Training Report
SBA Form 888_update2.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
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
1926 SBA Success Story Form
SBA Form 1926.pdf
Sat, 2014-06-14 00:50
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
272 Standard Form 272: Federal Cash Transaction Report
Standard Form 272: Federal Cash Transaction Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
1711 SBA Form 1711 - Certification Regarding Lobbying
SBA Form 1711 - Certification Regarding Lobbying
Sat, 2014-06-14 00:50 Thu, 10/13/2011
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
413 (7a/504/SBG) Personal Financial Statement
SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
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
5000-1125 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, 09/30/2010
7(a) / SBAExpress Servicing Action Supporting Schedule
Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
147 SBA Form 147: Note - 7(a) Loans
SBA Form 147, SBA INST 147, SBA INST 147
Closing Sat, 2014-06-14 00:50 Mon, 06/03/2002
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
2202 Schedule of Liabilities
tools_sbf_sba202.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1157 7(a) Guaranty Purchases
7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
2419 ILP Electronic Reporting System (ILPERS)
SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
2210 SBA Form 2210: Instructions for NMVC Debenture Draw
SBA Form 2210: Instructions for NMVC Debenture Draw
Sat, 2014-06-14 00:50 Fri, 09/30/2005
SOP 50 30 (7) Disaster Assistance Program - Posted 06-11
Disaster Assistance Program - Posted 06-11 PDF Version
Sat, 2014-06-14 01:14
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
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
912 Statement of Personal History
SBA Form 912 2-13.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
2000-773 Using General Ledger Accounts in Pay.gov
Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-744 Required TINs in CPC System
Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
7(a) / SBAExpress Servicing Action Checklist
Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
1086 Secondary Participation Guaranty Agreement
SBA Form 1086 Feb 2014
Wed, 2014-07-30 15:34 Tue, 02/28/2017
Regular 7(a) Guaranty Purchase Package Tabs
regular-7a-guaranty-purchase-package-tabs.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 01/01/2015
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
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
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
Debit Authorization (SBICs)
Debit Authorization (SBICs)
Sat, 2014-06-14 00:50 Wed, 01/01/2014
468 SBA Form 468 Schedule 10: Annual Financial Report
SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
12196 Small Business Tax Product Order Blank
forms_irs12196.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013

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