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SBA Program Reporting

SBA 7(a) Secondary Market

  • February 2023: Fiscal Transfer Agent Services for SBA 7(a) Secondary Market - February 1, 2023
  • Payoffs: January 2023: Paid Off Loans - February 2, 2023
  • Secondary Market 7(a) Loans: New Investor Handout - November 2, 2022
  • SBA Base Rates

  • Interest Rates: February 2023: SBA LIBOR Rates - February 2, 2023
  • Interest Rates: February 2023: Low Wall Street Journal Prime Rates - February 2, 2023
  • Interest Rates: February 2023: New Maximum Allowable Fixed Rate for 7(a) Loans - February 2, 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 - November 29, 2022
  • 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 - August 23, 2021
  • 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: 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 - June 1, 2022
  • Training

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