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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 ascending Last updated Effective Date Expiration Date
2237 7(a) Loan Post Approval Action Checklist
PDF icon SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
FAQs E-Tran Servicing
PDF icon FAQs_Servicing.pdf
Servicing Sat, 2014-06-14 00:50
5000-1262 Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation
PDF icon 5000-1262.pdf
Servicing Sat, 2014-06-14 00:55 Sat, 03/01/2014
7(a) / SBAExpress Servicing Action Checklist
PDF icon Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
Servicing and Liquidation Actions 7(a) Lender Matrix
PDF icon Unilateral_Action_Matrix_for_7a_Loan_Servicing-Liquidation_V-13.pdf
Servicing Thu, 2016-07-28 14:32
Reverse PIF
PDF icon Reverse_PIF
Servicing Thu, 2014-07-31 14:45
50 52 2 Disaster Loan Servicing and Liquidation
PDF icon Disaster Loan Servicing and Liquidation
Servicing Wed, 2016-10-05 10:19 Thu, 09/01/2016 - 00:00
7(a) / SBAExpress Servicing Action Supporting Schedule
PDF icon Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
50 50 4 Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Mon, 12/01/1997 - 00:00
50 50 4(G) Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
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
PDF icon 5000-1267.pdf
Servicing Sat, 2014-06-14 00:55
50 50 4(F) Loan Servicing
PDF icon Loan Servicing
Servicing Sat, 2014-06-14 01:14 Fri, 01/25/2008 - 00:00
50 57 2 7(a) Loan Servicing and Liquidation
PDF icon SOP_50_57_2_Clean, PDF icon SOP_50_57_2_Tracked_Change
Servicing Fri, 2016-09-23 18:16 Tue, 12/01/2015 - 00:00
1502 Guaranty Loan Status & Lender Remittance Form
PDF icon Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
7(a) Common Servicing Requests - Examples
PDF icon 7a Common Servicing Requests
Servicing Sat, 2014-06-14 00:50
50 51 3 Loan Liquidation
PDF icon Loan Liquidation
Liquidation Sat, 2014-06-14 01:14 Mon, 11/15/2010 - 00:00
50 51 2(B) Loan Liquidation & Acquisition Property
Microsoft Office document icon Loan Liquidation & Acquisition Property, Microsoft Office document icon Loan Liquidation & Acquisition Property - Appendix 17
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
50 51 2(A) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2A.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 11/02/1998 - 00:00
1979 Liquidation Plan Format
PDF icon Liquidation Plan Format
Liquidation Sat, 2014-06-14 00:50 Sat, 10/26/2013
50 51 2(C) Loan Liquidation & Acquisition Property
PDF icon Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Tue, 09/06/2005 - 00:00
50 55 504 Loan Servicing and Liquidation
PDF icon SOP_50_55_9-4-13.pdf
Liquidation Sat, 2014-06-14 01:14 Tue, 10/01/2013 - 00:00
CDC-CPC and Lit Reimbursement
File CDC-Litigation Reimbursement, File CDC-CPC Reimbursement
Liquidation Tue, 2014-12-30 16:16
50 51 2(D) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2D.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 10/22/2007 - 00:00
Helpful Hints Guide
PDF icon Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
50 51 2 Loan Liquidation & Acquisition Property
PDF icon Loan Liquidation & Acquisition Property
Liquidation Sat, 2014-06-14 01:14 Wed, 04/20/2005 - 00:00
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Fri, 2017-04-28 10:43
1149 Lender's Transcript of Account
PDF icon SBA Form 1149
Guaranty Purchase Fri, 2015-03-20 18:23 Wed, 01/31/2018
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Guaranty Purchase Sat, 2014-06-14 00:50 Sat, 10/26/2013
ARC 10 Tab PDK (Purchase Demand Kit)
File ARC Transcript Excel Version.xlsx, PDF icon ARC 10 Tab PDK 08152012 with lender feedback_508 compliant_new lender certs_4506T adjustments.pdf
Guaranty Purchase Sat, 2014-06-14 00:50
Offer In Compromise (OIC) Tabs
PDF icon OIC TABS NGPC - 3/2015
Guaranty Purchase Mon, 2015-03-23 11:59 Sat, 12/31/2016
172 Transaction Report on Loan Serviced by Lender
PDF icon serv_tools_forms_lender_172.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Sun, 05/31/2015
1150 Offer in Compromise
PDF icon sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
159 (7a) Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
PDF icon SBA Form 159(7a)
Closing Tue, 2015-08-18 10:24 Fri, 11/30/2012
148 Unconditional Guarantee
PDF icon SBA Form 148, PDF icon SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
601 Agreement of Compliance
PDF icon SBA 601.pdf
Closing Fri, 2017-04-28 10:59
148L Unconditional Limited Guarantee
PDF icon SBA Form 148L, PDF icon SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
PDF icon SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
1846 Statement Regarding Lobbying
PDF icon Statement Regarding Lobbying
Closing Sat, 2014-06-14 00:50 Fri, 02/21/2014
1050 Settlement Sheet (Use of Proceeds Certification)
PDF icon SBA Form 1050
Closing Wed, 2015-07-15 13:38 Thu, 04/30/2015
722 SBA FORM 722 (10-02)
PDF icon SBA Form 722 Equal Opportunities
Closing Sat, 2014-06-14 00:50 Fri, 10/14/2011
147 SBA Form 147: Note - 7(a) Loans
PDF icon SBA Form 147, PDF icon SBA INST 147, PDF icon SBA INST 147
Closing Thu, 2017-04-27 10:17
1059 SBA Form 1059: Security Agreement
PDF icon SBA Form 1059, PDF icon SBA INST 1059
Closing Sat, 2014-06-14 00:50 Sun, 11/03/2013
Authorization (SBA Express/Export Express Loan)
File Authorization (SBA Express/Export Express Loan)
Authorization Tue, 2016-01-26 13:27
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
27B SBA Form 27B: Debenture Opinion of Counsel
PDF icon SBA Form 27B: Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
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
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
90 01 5 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2017-09-26 19:06

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