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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 Stagesort descending Last updated Effective Date Expiration Date
CDC Checklist for Submitting Equipment Appraisal
CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
1926 SBA Success Story Form
SBA Form 1926.pdf
Sat, 2014-06-14 00:50
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
912 Statement of Personal History
SBA Form 912 2-13.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
SBA Wire Transfer Form
bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1163 Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Thu, 09/01/2011
SOP 37 71 (2) Employee Dispute Resolution Process
Employee Dispute Resolution Process_Word Version, Employee Dispute Resolution Process_PDF Version
Sat, 2014-06-14 01:14
424 Application for Federal Assistance
SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1324 Streamlining the Community Advantage Pilot Program
5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
SBA Form 994 H_workingCopy.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
FAQs Post Servicing Offer in Compromise
FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
5000-1102 Centralization of 504 Loans
Centralization of 504 Loans
Sat, 2014-06-14 00:55
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
SBA Form 2209: Opinion of Counsel for NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
Other 7(a) Loan Document Preparation Instructions
Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
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
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
CDC Servicing and Liquidation Action Matrix
CDC Servicing and Liquidation Action Matrix_.pdf
Sat, 2014-06-14 00:50
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
2207 SBA Form 2207: NMVC Debenture
SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
413 (8a) Personal Financial Statement
SBA Form 413
Tue, 2015-01-20 14:33 Wed, 01/31/2018
5000-1276 SOP 50 57 Technical Corrections
5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
159 Compensation Agreement For Services In Connection With Application And Loan From (Or In Participation With) Small Business Administration
SBA Form 159
Sat, 2014-06-14 00:50 Wed, 01/01/2014
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
50 10 5(C) Lender and Development Company Loan Programs
SOP 50 10 5(C): Lender Development Company Loan Programs (PDF), SOP 50 10 5(C): Lender Development Company Loan Programs (PDF with tracked changes)
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
Litigation Plan
Litigation Plan Tabs
Thu, 2015-01-15 12:11 Mon, 10/26/2015
355 Information For Small Business Size Determination
SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
1010B-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Sat, 2014-06-14 00:50 Mon, 03/31/2014
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
E-Tran - Servicing Guide for CDCs
E-Tran Servicing Guide for CDCs.pdf
Sat, 2014-06-14 00:50
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
40 04 3 Privacy Act Procedures
SOP 40 04 03
Mon, 2014-07-28 13:28 Wed, 06/23/2004 - 13:15
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
2413 Women Owned Small Business (WOSB) Program Certification
SBA 2413 fillable
Wed, 2015-01-14 13:42 Thu, 11/30/2017
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
1128 Guaranty Loan Purchased
serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2318 America’s Recovery Capital (ARC) Loan
serv_tools_forms_lender_2318.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
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
SOP 60 04 (4) Certificate of Competency Program
Certificate of Competency Program
Sat, 2014-06-14 01:14
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
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
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
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
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

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