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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 Datesort descending Expiration Date
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
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
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
PDF icon 3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
FAQs Post Servicing Offer in Compromise
PDF icon FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
1711 SBA Form 1711: Certification Regarding Lobbying
Mon, 2017-06-05 13:17 Sun, 11/03/2013
5000-1407 FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
PDF icon FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
Mon, 2017-01-30 16:15 Sun, 12/31/2017
HUBZone Program Certification for Applicants Owned by CDCs
PDF icon HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
413 (7a/504/SBG) Personal Financial Statement
PDF icon SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
PDF icon Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
PDF icon Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2435 SBA Form 2435: Early Stage Current Pay Debenture Certification
PDF icon SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
2320 Unconditional Guarantee (ARC) Loan
PDF icon tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
60 03 6 Subcontracting Assistance Program
PDF icon Subcontracting Assistance Program
Tue, 2015-12-22 12:39
Reinstatement of SBA Guaranty
Microsoft Office document icon Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1324 Streamlining the Community Advantage Pilot Program
PDF icon 5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
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
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
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
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
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
912 Statement of Personal History
PDF icon SBA Form 912
Tue, 2016-12-06 14:51 Fri, 05/31/2019
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
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
2432 SBA Form 2432: Early Stage Discount Debenture Certification
PDF icon SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
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
CDC Checklist for Submitting Real Estate Appraisal
Microsoft Office document icon CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
Alternative LGPC 10-Tab Instructions
PDF icon Alternative LGPC 10-Tab Instructions.pdf
Tue, 2014-11-25 15:32 Wed, 09/30/2015
e504 Quick Start Guide
PDF icon e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
272 Standard Form 272: Federal Cash Transaction Report
PDF icon Standard Form 272: Federal Cash Transaction Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1939 Changes to 504 Debt Refinancing Program
PDF icon Changes to 504 Debt Refinancing Program
Mon, 2016-12-05 12:31 Wed, 11/01/2017
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
PDF icon SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
1050 Settlement Sheet (Use of Proceeds Certification)
PDF icon SBA Form 1050
Closing Wed, 2015-07-15 13:38 Thu, 04/30/2015
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
27D SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel
PDF icon SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
Pre-Application Review Request
PDF icon Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
2289 Borrower and Operating Company Certification
PDF icon SBA Form 2289.pdf
Sat, 2014-06-14 00:50

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