Lender
If a lender changed banks or branches and needs to update their HQ location ID
Escalate
One the payment has posted these types of payments cannot be cancelled.
One-time payments.
This criteria does NOT count towards PII
Loan Number
Newsletter releases are provided via email by this individual.
Kaley Deal
This keyboard function allows you to search the script quickly by keyword.
CTRL + F
These types of lenders have an elevated role in CAFS
Authorized Official.
This TITLED page is where call resources and the escalation forms can be found in the script
Agent Resources and Links
A caller, calling on behalf of someone else will need?
Third Party Authorization
Per recent newsletter releases, every team member will be receiving what?
A SBA laptop
On this page, you will find the "Interest & payoff" balance
This role permits lenders to make many changes to their SBA loan records.
ETRAN
If a disaster applicant is having any issues with the invitation code agents should have them email
MySBA.InviteCodes@sba.gov
1098 forms only go out to customers who have paid more than _____ in interest for the previous year
$600
This EIDL department is no longer taking calls
COVID EIDL Servicing (CESC)
On this page, you will find guidance on Adding a Loan Number/Invitation code.
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Lenders having the "loan provider" role will not be able to access this.
Lender Match
What date was script V.8 released?
2/19
Borrowers with this loan type cannot view their loan info nor make payments on the MySBA portal.
Microloans
This training is to be completed by Sept 30, 2025
SBA Cyber Security Awareness Training (CSAT)
This page provides general info on assisting mobile device users.
pg. 163
For assistance outside of English or Spanish, callers should email?
CLS@sba.gov
PPP borrowers forgiveness payment are sent directly to their
Lender
Under no circumstances should agents ever reactivate or update an account marked as,
Fraud
This page shows How to Edit Recurring Payments
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