SBA requires that you comply with the Matrix in effect at the time you made a change in the Loan. For that reason, we recommend that you print a copy of the Matrix in effect at the time the loan was made. This shows who has approving authority at the time.
- Current SBA Unilateral Action Matrix – the current matrix on the SBA website is out of date. The current matrix is dated 10/26/2017. Please contact our office for a copy.
A listing of all the SBA Loan Servicing & Liquidation Matrixes is available to our current clients on the membership portion of this website.
Please note: The format and requirements for documenting changes varies depending on whether or not the loan has been approved. If the loan has been disbursed, it is important to fill out a Loan Action Record and provide supporting justification for any change, in accordance with SOP 50-57 to document any changes.