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Settlements Express Settlement Express: Enrollment Form Settlement Express: User Guide
SBA 7(a) Secondary Market Loan Sales Guide to SBA 7(a) Secondary Market Loan Sales Overview for Investors Overview for Lenders Form 1086: Secondary Market Loan Participation Guaranty Agreement Form 1086: Field Descriptions Form 1086: Fields Form 1086: Frequently Asked Questions (FAQ) Secondary Market Program Guide (v1985): Table of Contents, Appendices A, B, C, D, E, F, and G Sample of SBA Guaranteed Interest Certificate Form 1088: Secondary Market Assignment and Disclosure Form Form 1088: Field Descriptions Form 1088: Sample Template Form 1454: Application for Pool of Guaranteed Interest Certificates Form 1454: Field Descriptions Active Pool Assembler List
SBA 1502 Reporting Form 1502: Field Descriptions Form 1502: Sample Template Form 1502: Template 1502 Fee Calculator (MS Excel) 1502 Fee Calculator Instructions 1502 Fee Calculator FAQ Schedule of Payment Due Dates Instructions for SBA Form 1502 Submissions (mail/fax/wire) 1502 Electronic Data Specifications Lender Fee Variance Report: Error Code Matrix Special Remittance Form to Pay Prior SBA Fees Special Remittance Form: Instructions 1502 Connection: Enrollment Form 1502 Connection: User Agreement 1502 Connection: Online Filing User Guide SBA 1502 Solutions SBA 1502 Bulletins
Investor Information SBA Guaranteed Loan Pooling Guidelines SBA Guaranteed Pool Certificate Program Monthly Payment Information Trading Factor Report Subscription Form and Fee Schedule PSU Online: Enrollment Form and User Agreement Sample of SBA Guaranteed Loan Pool Certificate Receipt of Multiple Originator Fees (RMOF) Receipt of Multiple Pool Certificate Service (RMLP) Originator Fees on SBA 7(a) Loans
Authorization Agreement for Pre-authorization Payment (Credit) Authorization Agreement for Pre-authorization Payment (Debit) SBA Form 1505: SBA Note (CDC/504 Loans) SBA Form 1506: Servicing Agreement Certified Development Companies Listing (link to SBA site) Fixed Asset Loans Work-up Request Form