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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 Date Expiration Date
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
10 Tab Express Purchase Demand Kit
PDF icon 10 Tab Express Purchase Demand Kit
Tue, 2015-11-10 13:42 Mon, 10/31/2016
10 Tab Express Purchase Demand Kit with ARC Loan provisions
PDF icon 10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1170 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 1st Quarter "Peg" Rate and Direct Interest Rate
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1090 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55
5000-1228 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 5000-1228.pdf
Sat, 2014-06-14 00:55 Sat, 12/08/2012
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1203 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 5000-1203.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
PDF icon 5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
5000-1096 50 10 5(A) policy regarding the financing of goodwill
PDF icon 50 10 5(A) policy regarding the financing of goodwill
Sat, 2014-06-14 00:55
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
2286 504 Debenture Closing Checklist
PDF icon 504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
PDF icon Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
PDF icon 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Sat, 2014-06-14 00:55
5000-1337 504 Loan Closing Procedures
PDF icon 5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
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
504 Risk Based Lender Review
PDF icon 504 Risk Based Lender Review.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
7(a) / SBAExpress Servicing Action Checklist
PDF icon Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
7(a) / SBAExpress Servicing Action Supporting Schedule
PDF icon Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
5000-1318 7(a) and 504 Fees Effective October 1, 2014
PDF icon 5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015
5000-1352 7(a) and 504 Fees Effective October 1, 2015
PDF icon 5000-1352
Mon, 2015-09-28 15:42 Thu, 09/01/2016
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1223 7(a) and 504 Fees Effective On October 1, 2011
PDF icon 5000-1223.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
PDF icon 5000-1253
Sat, 2014-06-14 00:55
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
7(a) Common Servicing Requests - Examples
PDF icon 7a Common Servicing Requests
Servicing Sat, 2014-06-14 00:50
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
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
2237 7(a) Loan Post Approval Action Checklist
PDF icon SBA Form 2237
Servicing Wed, 2014-08-20 13:42 Sun, 04/30/2017
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
5000-1376 7(a) Loan Program Clarification – Credit Unavailable Elsewhere Requirement
PDF icon 5000-1376
Mon, 2016-03-28 16:18 Wed, 03/01/2017
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 Mon, 2015-11-30 09:11 Tue, 12/01/2015 - 00:00
7(a) Risk Based Lender Review
PDF icon 7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010 8(a) Business Development (BD) Program Application
PDF icon 8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
PDF icon 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Tue, 2015-04-21 14:06 Sun, 04/30/2017
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
1010B - IND 8(a) Business Development (BD) Program Application Individual Information
PDF icon 8(a) Business Development (BD) Program Application Individual Information
Mon, 2015-04-20 15:22 Mon, 03/31/2014
1010-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Tue, 2015-04-21 10:02 Sun, 04/30/2017
1010C 8(a) Business Plan
PDF icon 8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011

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