Jump to Main Content
USA flagAn Official Website of the United States Government

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:
Numbersort descending Title/Name Lending Stage Last updated Effective Date Expiration Date
Reverse PIF
Reverse_PIF
Servicing Thu, 2014-07-31 14:45
Alternative LGPC 10-Tab Instructions
Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
Offer In Compromise (OIC) Tabs
OIC TABS NGPC - 3/2015
Guaranty Purchase Mon, 2015-03-23 11:59 Sat, 12/31/2016
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
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Wed, 2014-08-20 11:15 Sat, 12/31/2016
Power of Attorney Agreement
Power of Attorney Agreement
Thu, 2015-01-15 17:22 Sat, 10/26/2013
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Tue, 2014-11-25 15:03 Wed, 09/30/2015
CDC SBA - Serviced Loans Quarterly Status Report
CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Wed, 2015-01-28 14:24 Wed, 09/30/2015
Small Loan Document Preparation Instructions
Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
CDC-CPC and Lit Reimbursement
CDC-Litigation Reimbursement, CDC-CPC Reimbursement
Liquidation Tue, 2014-12-30 16:16
LGPC Submission Instructions
LGPC Submission Instructions_.pdf
Tue, 2014-11-25 15:38 Wed, 09/30/2015
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
Servicing and Liquidation Actions 7(a) Lender Matrix
Unilateral Action Matrix for 7(a) Loan Servicing-Liquidation V-10_.pdf
Servicing Wed, 2015-01-07 18:06
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
Alternative LGPC 10-Tab Template
LGPC 10-Tab Template 11-20-14.pdf
Tue, 2014-11-25 15:27 Wed, 09/30/2015
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Wed, 2014-08-20 11:07 Sat, 12/31/2016
Other 7(a) Loan Submission Checklist & Cover Sheet
Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2014-11-25 13:15 Sat, 12/31/2016
Alaska Subordination Agreement
Alaska Subordination Agreement
Tue, 2014-12-30 16:34 Wed, 12/30/2015
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
Litigation Plan
Litigation Plan Tabs
Thu, 2015-01-15 12:11 Mon, 10/26/2015
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
Request for Approval of Transfer Certificate
Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Important HUBZone Document for LLCs
Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
e504 Guide for CDCs
CDC_Guide_for_e504_v5.pdf
Sat, 2014-06-14 00:50
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
SBA Wire Transfer Form
bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
Questionnaire for Public Trust Positions
tools_sbf85.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
FAQs Post Servicing Offer in Compromise
FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
Eligibility Information Required for 504 Submission
Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
Certification Regarding Drug Free Workplace Requirements
Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Certification of Cash Match and Program Income
Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Important Document Request for Partnerships
Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012
E-Tran - Servicing Guide for CDCs
E-Tran Servicing Guide for CDCs.pdf
Sat, 2014-06-14 00:50
CDC Servicing and Liquidation Action Matrix
CDC Servicing and Liquidation Action Matrix_.pdf
Sat, 2014-06-14 00:50
Protective Bid Analysis Exhibit A
Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Authorization (Community Express Loan)
Authorization (Community Express Loan)
Authorization Sat, 2014-06-14 00:50 Sat, 10/26/2013
Request to Honor SBA 7(a) Loan Guaranty
bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
10 Tab Express Purchase Demand Kit with ARC Loan provisions
10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
7(a) Eligibility Questionnaire
7aLGPC_EligibilityQuestionnaireVersion50105_D_20111122.pdf
Sat, 2014-06-14 00:50 Wed, 01/01/2014
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Fresno CLC Letter
Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
7(a) / SBAExpress Servicing Action Supporting Schedule
Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
FAQs 504 Loan Program
FAQs_504LoanProgram
Sat, 2014-06-14 00:50
Reinstatement of SBA Guaranty
Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
SLPC 504 email notifications for CURRENT loan
SLPC 504 email notifications for CURRENT loan
Sat, 2014-06-14 00:50
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

Pages