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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 Datesort descending Expiration Date
413 (8a) Personal Financial Statement
SBA Form 413
Tue, 2015-01-20 14:33 Wed, 01/31/2018
FAQs 504 Loan Program
FAQs_504LoanProgram
Sat, 2014-06-14 00:50
424D Assurances - Construction Programs
Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
Power of Attorney Agreement
Power of Attorney Agreement
Thu, 2015-01-15 17:22 Sat, 10/26/2013
5000-1306 Update and Release of SBA Forms 1919 and 1920
5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
2234 (Part B) Supplemental Information for PCLP Processing
SBA Form 2234 Part B (Instructions), sba_forms_2234b
Sat, 2014-06-14 00:50 Thu, 01/31/2013
5000-1088 Identification of Correct Base Rate for 7(a) Loans
Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1166 Process for Lenders to Participate in GO Loan Pilot
Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
355 Information For Small Business Size Determination
SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
1065 Applicant Licensee's Assurance of Compliance (Public Interest)
SBA Form 1065_Review.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
468 SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SOP 51 00 On-Site Lender Reviews/Examinations
On-Site Lender Reviews/Examinations_Word Version, On-Site Lender Reviews/Examinations_PDF Version
Sat, 2014-06-14 01:14
86 Questionnaire for National Security Positions
tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
5000-1221.pdf
Sat, 2014-06-14 00:55
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
SBA Form 1790.pdf
Sat, 2014-06-14 00:50 Sat, 06/30/2012
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
Other 7(a) Loan Submission Checklist & Cover Sheet
Other 7(a) Loan Submission Checklist Cover Sheet (G).pdf
Wed, 2015-01-28 14:19 Wed, 09/30/2015
Request for Loan Reinstatement
REINSTATE_F
Wed, 2014-08-06 12:51
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
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
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
25 PIGP Model Individual General Partner Certificate for SBA Commitment
SBA Form 25-PIGP.pdf
Sat, 2014-06-14 00:50 Sun, 02/15/2015
27B SBA Form 27B: Debenture Opinion of Counsel
SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SOP 50 53 Lender Supervision and Enforcement
Lender Supervision and Enforcement PDF Version, Lender Supervision and Enforcement Word Version
Sat, 2014-06-14 01:14
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
Alternative LGPC 10-Tab Template
LGPC 10-Tab Template 11-20-14.pdf
Tue, 2014-11-25 15:27 Wed, 09/30/2015
FAQs Payment Modifications
FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
Little Rock CLC Letter
Little Rock CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
Authorization (SBA Express Loan)
bank-auth-sba-express-form_20140115.doc
Authorization Sat, 2014-06-14 00:50
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
2101 CDC Certification
SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
5000-1094 Auto Dealers Outreach Campaign
Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
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
2433 SBA Form 2433: 10 Yr Energy Saving Debenture Certification
SBA Form 2433 - 10 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
503/504 Liquidation Wrap Up Report
504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
27C SBA Form 27C: LMI Debenture Opinion of Counsel
SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SOP 50 52 (1) Consumer Loan Servicing and Collection for Disaster Home
Consumer Loan Servicing and Collection for Disaster Home
Sat, 2014-06-14 01:14
1261 Statements Required by Laws and Executive Orders
forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
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
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Tue, 2014-11-25 15:03 Wed, 09/30/2015
SLPC 504 email notifications for CURRENT loan
SLPC 504 email notifications for CURRENT loan
Sat, 2014-06-14 00:50
Template for TA Narrative Report
template_ta_narrative_rpt.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
5000-1288.pdf
Sat, 2014-06-14 00:55
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016

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