SBA SOP 50 10 8.1, App15.D.1 — Contents of Lender’s Application for Guaranty & Submission to SBA

sba-sop81-app15-d-1

Verbatim text of SBA SOP 50 10 8.1 (with Technical Policy Updates) section App15.D.1 (Contents of Lender’s Application for Guaranty & Submission to SBA). Effective 2026-10-01 for applications received by SBA on or after that date; SOP 50 10 8 governs applications submitted through 2026-09-30. 1 provision(s) quoted from SBA's .docx.

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See also

SBA lending corpus: SOP 50 10 and the active notices, with the expiry watcher.

Verbatim regulatory text (1)

Verbatim provisions from SBA SOP 50 10 8.1, App15.D.1 — Contents of Lender’s Application for Guaranty & Submission to SBA — each quote is a verified substring of the regulator-published source snapshot, not retyped. Quoted for reference; this is not legal advice. The operational layer (P&P updates, prompts) lives in the regulation update kits.

SOP 50 10 8.1 App15.D.1

Effective 2026-10-01 · publisher's stamp for this provision

D. Submission of application for guaranty 1. Contents of Lender’s Application for Guaranty & Submission to SBA For all change of ownership transactions using a 7(a) loan, all information contained in this Appendix must be included with the package. a. If the loan application is submitted to the LGPC, the business valuation and QoE must be submitted as part of the loan application. b. If the application is submitted under PLP authority, the business valuation and QoE may be obtained and reviewed after the issuance of an SBA Loan Number and prior to closing, so long as they are in process. c. If the Lender is processing the application under PLP authority, the business valuation and applicable QoE must have been formally engaged (i.e., a vendor must have been retained, and an engagement letter must be in place) at the time that the SBA Loan Number is issued. In situations where financial due diligence is not yet complete, the credit memorandum must include an estimate of the value of the business. Following completion of the financial due diligence requirements, the credit memorandum must be updated, with discussion to include: d. Updated analysis to include the findings in the QoE, with any impact to DSC ratio calculations; and e. Business valuation results with any impact to the Purchase Price or equity structure.

Source: SBA SOP 50 10 8.1, App15.D.1 — Contents of Lender’s Application for Guaranty & Submission to SBA · source URL · snapshot 0fb0c4692cf52938

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Source of record: https://claudeforcompliance.com/regs/sba-sop81-app15-d-1/ · register sba-sop81-app15-d-1 · verbatim, source-snapshotted regulator text from the Claude for Compliance corpus. To work from every register at once, download the corpus and follow the methodology.