Downloads and Resources
CAFS Systems
Instructions
10 Day Notice Processing Application: User Guide - February 23, 2023
LoanLIST: API Instructions - July 10, 2024
LoanLIST: User Experience - April 4, 2023
Program Guidelines : PPP Loans: How to Increase Loan Amount in ETRAN - August 23, 2021
Settlement Express: API Instructions - December 20, 2024
Resources
CAFS: API- Interconnection Security Agreement (ISA) - December 18, 2024
LoanLIST: User Guide - September 16, 2024
Training
API: FAQs - August 15, 2025
CAFS: Account Setup Guide - August 29, 2021
CAFS: PIMS User Guide - August 29, 2021
CAFS: User Guide Accessing FTA Apps - May 16, 2022
CAFS : API Onboarding Process Map - October 6, 2021
Form 159: FAQs - August 29, 2021
Form 159: Submission Guide - August 29, 2021
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SBA Form 1502 Reporting
Instructions
1502: Reporting Common Errors / Exceptions - August 15, 2025
CY 2025: Due Dates Calendar 2025 - August 15, 2025
Lender's Annual Service Fee: Rate and Description - October 1, 2025
Paycheck Protection Program: SBA Form 1502 Reporting - August 15, 2025
Payments to FTA: Instructions - Lenders - August 15, 2025
SBA Form 1502 Reporting: Prime Rate Change - December 11, 2023
SBA Form Instructions: 1502 Field Descriptions - August 15, 2025
Modernized 1502 Process
Modernized 1502 Process: 1502 Reporting Module within MySBA Loan Portal - June 17, 2025
Modernized 1502 Process: 01 ACH Setup Training Video - November 15, 2024
Modernized 1502 Process: 02 Adding Loan Data Training Video - November 15, 2024
Modernized 1502 Process: 03 Dashboard and Queue Table Training Video - November 15, 2024
Modernized 1502 Process: 04 Errors and Warnings Training Video - November 15, 2024
Modernized 1502 Process: 05 Submission and Payment Training Video - November 15, 2024
Modernized 1502 Process: 06 Data Validation Walkthrough Training Video - July 21, 2025
Modernized 1502 Process: 1502 Reporting Guide to Error and Warning Messages - February 26, 2025
Modernized 1502 Process: 1502 Reporting Template - April 29, 2025
Modernized 1502 Process: Establishing ACH Payment - March 4, 2025
Modernized 1502 Process: Reporting User Guide and FAQ - February 28, 2025
Release Notes
Release Notes: Modernized 1502 Reporting 2.0 - July 30, 2025
Release Notes: Modernized 1502 Reporting 2.1 - September 9, 2025
Release Notes: Modernized 1502 Reporting 2.2 - October 1, 2025
Release Notes: Modernized 1502 Reporting 2.3 - November 3, 2025
Resources
1502: Excel Template - August 1, 2024
1502: Fee Calculator - April 29, 2025
1502 CARES Module: 1112 Monthly Report Excel Template - September 22, 2021
1502 CARES Module: PPP Fee ACH Disbursements to Lenders - August 23, 2021
SBA Form: 1502 (12-23) Effective 08/01/2024 - July 18, 2024
SBA Form : Special Remittance: Prior SBA Fees - August 23, 2021
Training
1502: FAQs - March 12, 2024
1502 CARES Module: FAQs - September 7, 2021
1502 CARES Module: User Guide - September 8, 2021
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SBA 7(a) Secondary Market Loan Sales
Instructions
Payments to FTA: Payment Instructions - Brokers/Dealers - August 15, 2025
SBA Form Instructions: 1086 Field Descriptions (Updated August 2024) - August 1, 2024
Settlement: New Purchaser/Registered Holder Guidelines - February 22, 2024
Resources
SBA 7(a): Premium Heat Map Tables - October 31, 2024
SBA 7(a): Premium Heat Map Visualizations - October 31, 2024
SBA Form: 1086 (12-23) Effective 08/01/2024 - July 18, 2024
SBA Form: Notice of Originator Fee - August 15, 2025
Secondary Market: Brokers' Standardized Bid Sheet - May 25, 2022
Settlements: Broker / Dealer Fee Account Form - October 17, 2023
Settlements Express: Frequently Asked Questions - January 30, 2023
Template: Bulk Originator Fee Creation Manifest - February 6, 2025
Template: Purchaser's Confirmation of Sale - January 19, 2024
Template: SBA Form 147 - January 19, 2024
Template: Summary Spreadsheet for Confirms - January 19, 2024
Training
Program Guidelines: Secondary Market Loan Sales Guide - August 15, 2025
Program Guidelines : Secondary Market: Overview for Investors - August 23, 2021
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