Researching Loan Data (Updated: 5/14/2020)
Summary
These SBA slides, titled Researching Loan Data and updated 5/14/2020, show how to navigate the agency's loan systems to Electronic Lending - Servicing (ETRAN) and research a loan file. The pages that can be read show a screen for a test loan of $200,000, funded 03/29/2020, under the Paycheck Protection program. A lender certification box applies to each SBA Form 1502. The slides also mention SBA's use of Census Bureau data to classify loans as rural or urban.
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S A U.S. Small Business Administration Researching Loan Data Updated: 5/14/2020 Step 2: Navigate to Servicing from Dashboard Select Electronic Lending — Servicing (ETRAN) from the Loans Menu 5S FINANCIAL SYSTEM Loans v 7A Connect - Access only for SBA 7a Lenders and: 4 Employees SBA Today COC Online Portfolio Size & Dollars (in Billio 684,710 instruments for Welcome: Ryan Gerald Centralized Loan Chron System (CLCS) Tuesday, September 4, 2018 Electronic Lending - Origination (ETRAN) Electronic Lending - Servicing (ETRAN) Financial Instruments Funded F} PSB Bid Bonds PSB Final Bonds SBA Employee SBA Official Electronic Lending — Post servicing (ETRAN) Guarantee Purchase Tracking System (GPTS, id Account at a Glance Loan Associated Names and Addresses (LAN Guaranteed Bid Bonds Guaranteed Final Bonds Assigned Office: 719 SBA One 7(a) Loans Email: ryan.gerald@sba.gov 504 Debentures SBA Official: Glenn Hannon Disaster Loans Loans to Microborrowers SBA Official Email: glenn.hannon@sba.gov Loans to Microlenders Last Logged in: September 4, 2018, 10:22 AM SBIC Commitments ” 4 Current Interest Rates Events 5-Yr Constant Maturity Treasury 504 Note Rate for 10 years SBA’s new process for measuring urban and rural lending activity To enhance the quality of SBA’s reporting, SBA will rely on data from the US Census Bureau to determine whether the small 504 Note Rate for 20 years business applicant is located in a rural or urban county. Loans with a project address in a county the US Census Bureau has 504 Note Rate for 25 years defined as - ‘Mostly Rural’ or ‘Completely Rural’ will be treated as rural loans and as ‘Mostly Urban’ will be treated as urban loans. LIBOR More information about the Census Bureau’s urban-rural classification and the Census Bureau’s County Classification Lookup SBA Fixed Base Rate Table can be found here: https://www.census.gov/geo/reference/urban-rural_html & SBA Peg Rate Regulations.gov SBA gov WhiteHouse gov Session 6 Step 5: Update the Loan Use the left side navigation for loan file research. Test Business WILMINGTON NC Amount $200,000 Status Research Loan 76268050-10 App 20981 Funded 03/29/2020 Paycheck Protection Loan Information , Guaranty Loan - READONLY Program * (You may select more than one box) Test Business's Loan Applicat 5 Loan Info No special purposes apply |o] Use of Proceeds BE 1502 Info * Loan Name ‘Test Business Servicing Location ID 455644 Servicing Location Name Live Oak Banking Company |@] Project Info | 9} Repayment SBA Servicing Office (0626) LITTLE ROCK COMMERCIAL LOAN SERVICING CENTER E+ UCC Filings 5 History/Add Filing(s) Cohort Code CARES Legislative Indicator 5 Secured Parties age - Underwriting Authority LNDR 5 Debtors = Borrowers ce 1. * Test Business Bank Info oe Principals (Account #) (Routing #) (Account Type) (TIN 99-9999999) L o a lhesty testers | By checking the "| certify" box below, the Lender is agreeing that for each SBA Form 1502 report submitted by Lender to lI Note: data shown above is for example only and is not actual PPP data. Need Additional Help? NEED HELP? For additional assistance, please reach out to the CLS Help Desk: 1.833.572.0502 CLS@SBA.gov
File and source
- File
- Lender_Operations_Update_SBA_5-14-20_How_To_Find_Research_PPP_Loan_File.pdf
- Size
- 997,588 bytes
- SHA-256
- 082c8f59a043645ecb8dfa61b117157116f37901bb95453a8639fc80d4a0f4fe
- Original
- www.sba.gov