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Downloads and Resources

Lenders

Training

  • Lender Training: Resolution to Common Issues - September 23, 2021
  • Note Modifications: FAQs - September 9, 2021
  • 1502 : Gateway User Guide - September 8, 2021
  • 1502 CARES Module : User Guide - September 8, 2021
  • 1502 CARES Module: FAQs - September 7, 2021
  • Form 159: Submission Guide - August 29, 2021
  • Program Guidelines : FTA: Migration & Transition Summary - August 29, 2021
  • CAFS: FTA Portal User Application Access Matrix - August 29, 2021
  • Payments to FTA: Payment Instructions - Lenders - August 29, 2021
  • CAFS: Account Setup Guide - August 29, 2021
  • 1502 : Changes to the Reporting Process - August 29, 2021
  • 1502 : FAQs - August 29, 2021
  • Program Guidelines: FTA: Transition FAQs - August 29, 2021
  • CAFS: PIMS User Guide - August 29, 2021
  • 1502 : Dates and Deadlines - August 29, 2021
  • CAFS: User Guide Accessing FTA Apps - August 29, 2021
  • Form 159: FAQs - August 29, 2021
  • Customer Support: Function-Specific Customer Support (Email and Phone) - August 26, 2021
  • CAFS : API Onboarding Process Map - August 20, 2021
  • 1502 : User Guide Training Video - July 29, 2021
  • Form 159: Submission Training Video - July 22, 2021
  • 1502: API method - June 30, 2021
  • Form 159: Changes to the Submission Process - April 3, 2021
  • Reporting

  • 1502 : SBA 1502 Form Excel Template - September 23, 2021
  • 1502 CARES Module : 1112 Monthly Report Excel Template - September 22, 2021
  • Payoffs: August 2021: Paid Off Loans - September 7, 2021
  • Interest Rates: September 2021: New Maximum Allowable Fixed Rate for 7(a) Loans - September 2, 2021
  • CAFS : API - Interconnection Security Agreement (ISA) - August 24, 2021
  • Program Guidelines: PPP: Lender Support Channels - August 23, 2021
  • Program Guidelines : PPP Lender Processing Fee Payments Tracking Guide - August 23, 2021
  • Program Guidelines: PPP Loans: How to Decrease Amount in ETRAN - August 23, 2021
  • Program Guidelines : PPP Loans: How to Increase Loan Amount in ETRAN - August 23, 2021
  • 1502 CARES Module : PPP Fee ACH Disbursements to Lenders - August 23, 2021
  • 1502 : Fee Calculator - August 23, 2021
  • 1502 : Reporting Common Errors / Exceptions - August 23, 2021
  • Interest Rates : SBA Annual Servicing Fee Rate and Description - August 23, 2021
  • SBA Form Instructions: 1502 Field Descriptions - August 23, 2021
  • SBA Lender Fee Variance Report: Matrix - August 23, 2021
  • SBA Form Instructions: Special Remittance Form - August 23, 2021
  • SBA Form : Special Remittance: Prior SBA Fees - August 23, 2021
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    Investors

    Secondary Market

  • API: FAQs - September 17, 2021
  • SBA Form Instructions: 1086 Field Descriptions - September 15, 2021
  • Interest Rates: September 2021: LIBOR Rates - September 2, 2021
  • Interest Rates : July 2021: SBA Optional Peg Rates - September 2, 2021
  • Interest Rates: September 2021: Low Wall Street Journal Prime Rates - September 2, 2021
  • SBA Form: 1086 - August 30, 2021
  • SBA Form: 1454 - August 30, 2021
  • SBA Form: 1088 - August 30, 2021
  • Payments to FTA: Payment Instructions - Brokers/Dealers - August 29, 2021
  • 7(a) Secondary Market: FAQs - August 29, 2021
  • SBA Pool Assemblers: Contact Information - August 26, 2021
  • SBA Form : Notice of Originator Fee - August 23, 2021
  • SBA Form Instructions: 1454 Field Descriptions - August 23, 2021
  • Program Guidelines: Guaranteed Loan Pool Certificate - August 23, 2021
  • Program Guidelines : Secondary Market: Overview for Investors - August 23, 2021
  • Program Guidelines: Secondary Market Loan Sales Guide - August 23, 2021
  • SBA Form : Prepayment Certification Form - August 23, 2021
  • SBA Form Instructions: 1088 Field Descriptions - August 23, 2021
  • Settlements : Broker / Dealer Fee Account Form - August 6, 2021
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