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SBA Program Reporting CAFS Systems SBA Form 1502 Reporting SBA 7(a) Secondary Market Loan Sales SBA 7(a) Secondary Market Loan Servicing SBA 7(a) Secondary Market Certificate Transfers SBA 7(a) Secondary Market Pooling Program

SBA Program Reporting

SBA 7(a) Secondary Market

  • March 2023: Fiscal Transfer Agent Services for SBA 7(a) Secondary Market - February 28, 2023
  • Payoffs: February 2023: Paid Off Loans - March 6, 2023
  • Secondary Market 7(a) Loans: New Investor Handout - November 2, 2022

    • SBA Base Rates

  • Interest Rates: March 2023: SBA LIBOR Rates - March 3, 2023
  • Interest Rates: March 2023: Low Wall Street Journal Prime Rates - March 3, 2023
  • Interest Rates: March 2023: New Maximum Allowable Fixed Rate for 7(a) Loans - March 3, 2023
  • Interest Rates : January 2023: SBA Optional Peg Rates - January 5, 2023

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    CAFS Systems

    Instructions

  • 10 Day Notice Processing Application: User Guide - February 23, 2023
  • 1502: API method - June 30, 2021
  • LoanLIST : API Method - May 16, 2022
  • 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

    • Resources

  • CAFS : API - Interconnection Security Agreement (ISA) - August 24, 2021

    • Training

  • API: FAQs - September 17, 2021
  • CAFS: User Guide Accessing FTA Apps - May 16, 2022
  • CAFS: PIMS User Guide - August 29, 2021
  • CAFS: Account Setup Guide - August 29, 2021
  • CAFS: FTA Portal User Application Access Matrix - August 29, 2021
  • CAFS : API Onboarding Process Map - October 6, 2021
  • Form 159: Submission Guide - August 29, 2021
  • Form 159: FAQs - August 29, 2021

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    SBA Form 1502 Reporting

    Instructions

  • 1502 : Reporting Common Errors / Exceptions - January 9, 2023
  • CY 2023: Due Dates Calendar - November 29, 2022
  • Paycheck Protection Program: SBA Form 1502 Reporting - January 13, 2022
  • Payments to FTA: Payment Instructions - Lenders - October 19, 2021
  • SBA Annual Servicing Fee: Rate and Description - December 7, 2022
  • SBA Form 1502 Reporting: Prime Rate Change - March 28, 2022
  • SBA Form Instructions: 1502 Field Descriptions - March 13, 2023

    • Resources

  • 1502 : Fee Calculator - December 15, 2022
  • 1502 : Excel Template - March 21, 2022
  • 1502 CARES Module : 1112 Monthly Report Excel Template - September 22, 2021
  • 1502 CARES Module : PPP Fee ACH Disbursements to Lenders - August 23, 2021
  • Form 1502: API Instructional Guide - May 16, 2022
  • SBA Form : Special Remittance: Prior SBA Fees - August 23, 2021

    • Training

  • 1502 : Changes to the Reporting Process - January 7, 2022
  • 1502 : Gateway User Guide - November 24, 2021
  • 1502 : FAQs - August 29, 2021
  • 1502 : User Guide Training Video - July 29, 2021
  • 1502 CARES Module: FAQs - September 7, 2021
  • 1502 CARES Module : User Guide - September 8, 2021
  • Lender Training: Resolution to Common Issues - September 23, 2021

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    SBA 7(a) Secondary Market Loan Sales

    Instructions

  • Payments to FTA: Payment Instructions - Brokers/Dealers - December 2, 2021
  • SBA Form Instructions: Form 1086 User Guide - February 17, 2023
  • SBA Form Instructions: 1086 Field Descriptions (Updated December 2021) - December 14, 2021

    • Resources

  • SBA Form: 1086 (Updated December 2021) - December 10, 2021
  • Secondary Market: Brokers' Standardized Bid Sheet - May 25, 2022
  • Settlements : Broker / Dealer Fee Account Form - August 6, 2021
  • Settlements Express: Frequently Asked Questions - January 30, 2023

    • Training

  • 7(a) Secondary Market: Frequently Asked Questions - January 12, 2022
  • Program Guidelines: Secondary Market Loan Sales Guide - August 23, 2021
  • Program Guidelines : Secondary Market: Overview for Investors - August 23, 2021

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    SBA 7(a) Secondary Market Loan Servicing

    Resources

  • SBA Form : Prepayment Certification Form - August 23, 2021

    • Training

  • Note Modifications: FAQs - September 9, 2021

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    SBA 7(a) Secondary Market Certificate Transfers

    Instructions

  • SBA Form Instructions: 1088 Field Descriptions - August 23, 2021

    • Resources

  • SBA Form: 1088 - August 30, 2021

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    SBA 7(a) Secondary Market Pooling Program

    Instructions

  • SBA Form Instructions: 1454 Field Descriptions - August 23, 2021

    • Resources

  • SBA Form: 1454 - August 30, 2021
  • SBA Form : Notice of Originator Fee - August 23, 2021
  • SBA Pool Assemblers: Contact Information - February 23, 2023

    • Training

  • Program Guidelines: Guaranteed Loan Pool Certificate - September 13, 2022

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