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Helpful Links
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Submit an Application: 7aLoanProgram@sba.gov
- Submit using Send This File:
- Questions: 7aQuestions@sba.gov
- Modifications: 7aLoanMod@sba.gov
- Citrus Heights/Hazard combined center contact list (Updated 07/2012)
- Current SOP: SOP 50 10 5(E): Lender and Development Company Loan Programs
- Top 10 Screen-Out Reasons
General LGPC Loan Application Submission Instructions
Standard 7(a), Certified Lenders Program (CLP), International Trade Loan Program (IT)
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7(a) Submission Instructions and Checklist
- -contains Instructions, Checklist and Tutorial Video/documentation
- SBA Form 4: Application For Business Loan
- SBA Form 4-A: Schedule of Collateral - Exhibit A
- SBA Form 4-I: Lender's Application for Guaranty or Participation
- Lender Credit Memo – example, pg 178-179 of SOP 50 10 5(E): Lender and Development Company Loan Programs
- 7(a) Eligibility Questionnaire
- Standard 7(a) Authorization Wizard & Boilerplate
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SBA Form 912 : Statement of Personal History
- Forward pre-qualification 912 issues to: Cheri Yam (916) 735-1977
- SBA Form 413: Personal Financial Statement
- Enviromental Issues - example, pg 195, 355 of SOP 50 10 5(E): Lender and Development Company Loan Programs
Small Rural Lender Advantage (S/RLA)
- SBA Form 2301 (Part A): Lender Advantage Initiative Small Business Application Form
- SBA Form 2301 (Part B): Lender’s Application for Guaranty
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SBA Form 2301 (Part C):Lender Advantage Initiative Eligibility Questionnaire
- Forward pre-qualification 912 issues to: Cheri Yam (916) 735-1977
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Lender Credit Memo – example, pg 178-179 of SOP 50 10 5(E): Lender and Development Company Loan Programs
- Questions?: contact Sandy Franzago (916) 735-1959
Community Advantage (CA)
- SBA Form 2301 (Part A): Lender Advantage Initiative Small Business Application Form
- SBA Form 2301 (Part B): Lender’s Application for Guaranty
- SBA Form 2301 (Part C):Lender Advantage Initiative Eligibility Questionnaire
- SBA Form 2301 (Part D): Eligibility Information for Community Advantage (CA) Loans
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SBA Form 2301 (Part E): Community Advantage Lender Participation Application
- Forward pre-qualification 912 issues to: Cheri Yam (916) 735-1977
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Lender Credit Memo – example, pg 178-179 of SOP 50 10 5(E): Lender and Development Company Loan Program
- Questions? Contact Heather Fern-Luzzi (916) 735-1982
Small Lender Advantage (SLA)
- SBA Form 2301 (Part A): Lender Advantage Initiative Small Business Application Form
- SBA Form 2301 (Part B): Lender’s Application for Guaranty
- SBA Form 2301 (Part C):Lender Advantage Initiative Eligibility Questionnaire\
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Or SBA Form 7 – Eligibility Information Required for PLP Submission - if they are a delegated lender
- Forward pre-qualification 912 issues to: Cheri.Yam@SBA.gov (916) 735-1977
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Lender Credit Memo – example, pg 178-179 of SOP 50 10 5(E): Lender and Development Company Loan Programs
- Questions? Contact Heather Fern-Luzzi (916) 735-1982
CAPLines
- SBA Form 4: Application For Business Loan
- SBA Form 4-A: Schedule of Collateral - Exhibit A
- SBA Form 4-I: Lender's Application for Guaranty or Participation
- Lender Credit Memo – example, pg 178-179 of SOP 50 10 5(E): Lender and Development Company Loan Programs
- 7(a) Eligibility Questionnaire
- CAPLines Authorization & Boilerplate
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SBA Form 912 : Statement of Personal History
- Forward pre-qualification 912 issues to Cheri Yam (916) 735-1977
- SBA Form 413: Personal Financial Statement
-
Enviromental Issues - example, pg 195, 355 of SOP 50 10 5(E): Lender and Development Company Loan Programs
- Questions: contact Bill Reed (916) 735-1515 x 8018
Dealer Floor Plan
- Dealer Floor Plan Webpage
- Dealer Floor Plan Procedural Guide (PDF)
- SBA Form 4: Application For Business Loan
- SBA Form 4-A: Schedule of Collateral - Exhibit A
- SBA Form 4-I: Lender's Application for Guaranty or Participation
- Lender Credit Memo – as per page 10 of the Dealer Floor Plan Procedural Guide
- 7(a) Eligibility Questionnaire
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SBA Form 912 : Statement of Personal History
- Forward pre-qualification 912 issues to Cheri Yam (916) 735-1977
-
SBA Form 413: Personal Financial Statement
- Questions: contact Dan Smallhouse (916) 735-1515 x 8224
Export Working Capital Program(EWCP)
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U.S. Export Assistance Centers
- Questions: contact Cheri Yam (916) 735-1977
Quick Links for Paying the Guarantee Fees and Monthly Reporting
Loan Closing Instructions
Closing Docs- Lender to Retains In Their File
- SBA Loan Authorization (Original)
- Loan Agreement (Note) – (can be lenders or from SBA Authorization Boilerplate Appendix D)
- Borrowers Certification– (can be lenders or from SBA Authorization Boilerplate Appendix D)
- SBA Form 1050: Settlement Sheet (Use of Proceeds Certification)
- SBA Form 147: Note - 7(a) Loans
- SBA Form 148: Unconditional Guarantee (if necessary)
- SBA Form 155: Standby Creditor's Agreement (if necessary)
- SBA Form 1846: Statement Regarding Lobbying: Statement for Loan Guarantees and Loan Insurance
- SBA Form 601: Agreement of Compliance (as necessary)
- SBA Form 4506-T: Request for Transcript of Tax Return
LENDER sends a copy of the following documents to the LGPC (if required by the SBA authorization)
- Environmental Investigation Report (PDF) - in accordance with the current SOP requirements
- Appraisal
LENDER sends the following document to Colson Services
- SBA Form 159 (7a): Fee Disclosure Form and Compensation Agreement For Agent Services In Connection With an SBA 7(a) Loan
- Fax to Colson at (718) 315-5170 or e-mail the file to Form159@colsonservices.com
BORROWER receives the following documents
- SBA Loan Authorization (Copy)
- SBA Form 722: Equal Employment Opportunity Statement
Loan Modification Instructions
- For Specific Instructions refer to SOP 50 10 5 E (PDF)
-
Send your modification requests to: 7aLoanMod@sba.gov
- Questions on Status: contact Marci Patrick (916) 735-1983
- Questions on Eligibility: contact Teri Hendrix (916) 735-1961