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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
Important HUBZone Document for LLCs
Important HUBZone Document for LLCs.pdf
Sat, 2014-06-14 00:50
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
81-93 FEMA Form 81-93: Standard Flood Hazard Determination
bank_sfhdf.pdf
Closing Sat, 2014-06-14 00:50 Fri, 10/31/2008
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
5000-1091 Centralization of Disaster Loans
Centralization of Disaster Loans
Sat, 2014-06-14 00:55
148 Unconditional Guarantee
SBA Form 148, SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
5000-1262 Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation
5000-1262.pdf
Servicing Sat, 2014-06-14 00:55 Sat, 03/01/2014
e504 Guide for CDCs
CDC_Guide_for_e504_v5.pdf
Sat, 2014-06-14 00:50
2237 7(a) Loan Post Approval Action Checklist
SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
425 Standard Form 425: Federal Financial Report
Standard Form 425: Federal Financial Report
Sat, 2014-06-14 00:50 Mon, 10/31/2011
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
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
LGPC Submission Instructions
LGPC Submission Instructions_.pdf
Tue, 2014-11-25 15:38 Wed, 09/30/2015
SOP 50 46 (1) Claims and Recovery Program
Claims and Recovery Program
Sat, 2014-06-14 01:14
2428 Small Business Investment Company Financing Eligibility Statement for Usage of Energy Saving Debenture
SBA_Form_2428.pdf
Sat, 2014-06-14 00:50 Mon, 08/31/2015
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
1062 Small Business Development Center Counseling Record
serv_tools_forms_lender_1062.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2008
Questionnaire for Public Trust Positions
tools_sbf85.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
5000-1252 Revision to SOP 50 10 5(E)
5000-1252.pdf
Sat, 2014-06-14 00:55
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Wed, 2014-08-20 11:07 Sat, 12/31/2016
Authorization (SBA Express Loan)
bank-auth-sba-express-form_20140115.doc
Authorization Sat, 2014-06-14 00:50
424 Standard Form 424: Application for Federal Assistance
Standard Form 424: Application for Federal Assistance
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2004 Certification to the SBA
tools_sbf_forms_2004.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1187 Intermediary Lending Pilot Program
Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
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
444C SBA Form 444C: Debenture Certification Form
SBA Form 444C: Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
1846 Statement Regarding Lobbying
Statement Regarding Lobbying
Closing Sat, 2014-06-14 00:50 Fri, 02/21/2014
3300 Award Nomination Form
SBA Form 3300 Award Nomination Form
Sat, 2014-06-14 00:50 Mon, 03/31/2014
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
BIRMINGHAM DLSC REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS
Sat, 2014-06-14 00:50 Mon, 12/31/2012
Award Nomination Consent Form
Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1059 SBA Form 1059: Security Agreement
SBA Form 1059, SBA INST 1059
Closing Sat, 2014-06-14 00:50 Sun, 11/03/2013
1528 Resolution of the Board of Directors
tools_sbf_finasst1528.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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 Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
5000-1330 SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting
5000-1330
Tue, 2014-12-16 10:11 Tue, 12/01/2015
5C Disaster Home Loan Application
serv_da_sba_form_5c.pdf
Sat, 2014-06-14 00:50 Sat, 01/31/2015
SBA Wire Transfer Form
bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
994F Schedule of Work in Process
SBA Form 994 working copy
Wed, 2014-11-05 16:35 Mon, 02/29/2016
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
5000-1231 SOP 50 10 5(D) - Credit Alert Verification Reporting System (CAIVRS)
5000-1231
Sat, 2014-06-14 00:55 Wed, 03/13/2013
SF 5510 Authorization Agreement for Preauthorized Payments
SF 5510.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
7(a) Risk Based Lender Review
7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013

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