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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 descending Last updated Effective Date Expiration Date
50 53 Lender Supervision and Enforcement
SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2418 ILP Program Activities Report
SBA Form 2418.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
160 SBA Form 160: Resolution of Board of Directors
SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Wed, 2015-01-28 14:24 Wed, 09/30/2015
5000-1268 Revolving Lines of Credit Processed through E-Tran
5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
269 Financial Status Report
forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1161 Secondary Market Sales by SBA Lenders
Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
1010C 8(a) Business Plan
8(a) Business Plan
Sat, 2014-06-14 00:50 Mon, 03/31/2014
CDC Checklist for Submitting Environmental Investigation
CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
2234 (Part A) PCLP Guarantee Request
sba_forms_2234a.pdf
Sat, 2014-06-14 00:50 Thu, 01/31/2013
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
HUBZone Program Certification for Applicants Owned by CDCs
HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
e504 Quick Start Guide
e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
5000-1185 Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
SOP 90 75 (3) Outreach Activities
Outreach Activities
Sat, 2014-06-14 01:14
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Sat, 2014-06-14 00:55 Sun, 01/01/2012
2401 First Lien Position 504 Loan Pool Guarantee Agreement
tools_sbf_forms_2401.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
2208 SBA Form 2208: Amendment to NMVCC Application
SBA Form 2208: Amendment to NMVCC Application
Sat, 2014-06-14 00:50 Sat, 11/02/2013
1088 Loan Pool or Guaranteed Certificate
Tue, 2014-05-13 08:16 Sat, 05/31/2014
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
990 Surety Bond Guarantee Agreement
SBA Form 990 in progress
Wed, 2014-11-05 16:22 Mon, 02/29/2016
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
Request for Loan Reinstatement
Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5C Disaster Home Loan Application
serv_da_sba_form_5c_0_0.pdf
Tue, 2015-03-17 10:35 Wed, 01/31/2018
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
1010 8(a) Business Development (BD) Program Application
8(a) Business Development (BD) Program Application
Sat, 2014-06-14 00:50 Mon, 03/31/2014
SBA Charge Off Tabs/Wrap-Up Report
SBA Charge Off Tabs & Wrap-Up Report.pdf
Sat, 2014-06-14 00:50 Mon, 04/04/2016
Important HUBZone Document Request for Corporations
Important HUBZone Document Request for Corporations.pdf
Sat, 2014-06-14 00:50
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
52 00 Microloan Program
Microloan SOP 52 00 (FINAL).pdf
Sat, 2014-06-14 01:14 Fri, 03/01/2013 - 00:00
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014
425 Standard Form 425: Federal Financial Report
Standard Form 425: Federal Financial Report
Sat, 2014-06-14 00:50 Mon, 10/31/2011
5000-917 Implementing the New SBA: Streamlining Loan Servicing
Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
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
80 06 HUBZone Program
HUBZone Program
Sat, 2014-06-14 01:14
275 Reinsurance Agreement In Favor of the United States
GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
Risk Management Data Base Form
bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
1941B SBA Form 1941B: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Not Members of a Designated Group)
SBA_Form_1941B_expiration_01-31-14_ForReview.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
857 Request For Information Concerning Portfolio Financing By Small Business Investment Companies (SBICs)
SBA Form 857 02-29-16_WorkingC.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Mon, 02/01/2010

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