CONFIDENTIALITY AGREEMENT: By clicking on the log-in button above to access the SBA Lender Information Portal (“Portal”), Lender agrees to use the Confidential Information (defined below) contained in the Portal only for confidential use within its own immediate corporate organization, and to hold and maintain the Confidential Information in confidence in accordance with the terms of this Agreement. Lender agrees to restrict access to the Confidential Information to those of its officers and employees who have a legitimate need to know such information for the purpose of assisting the Lender in improving the Lender’s 7(a) or 504 program operations in conjunction with SBA’s Lender Oversight Program and SBA’s portfolio management (each referred to as a “permitted party”), and to those for whom SBA has approved access by prior written consent and for whom access is required by applicable law or legal process. If such law or process requires Lender to disclose the Confidential Information to any person other than a permitted party, Lender agrees to promptly notify SBA and SBA’s Information Provider (defined below) in writing so that SBA and the Information Provider have, within their sole discretion, the opportunity to seek appropriate relief such as an injunction or protective order prior to Lender’s disclosure. In addition, Lender agrees to ensure that each permitted party is aware of the requirements of this Agreement and to ensure that each such permitted party agrees to the terms and conditions. Lender agrees not to disclose, and agrees to protect from disclosure, Lender’s password to enter the Portal. Further, any disclosure of Confidential Information other than as permitted by this Agreement may result in appropriate action as authorized by law. Lender also agrees to indemnify and hold harmless each of SBA and any provider of the Confidential Information from and against any and all claims, demands, suits, actions, and liabilities to any degree based upon or resulting from the unauthorized use or disclosure of the Confidential Information.
“Confidential Information” means all lender-related information contained in the Portal including “Lender Results”, except for the “Past 12 Month Actual Purchase Rate” and the “Past 12 Month Actual Charge-Off Rate”. “Information Provider” means Dun & Bradstreet. (Mail Provider Information notice to Dun & Bradstreet, Legal Department, 103 JFK Parkway, Short Hills, NJ 07078.)
No information contained in the Portal shall be relied upon for any purpose other than SBA’s lender oversight and SBA’s portfolio management purposes. In addition, Lender acknowledges and agrees that this Confidentiality Agreement is for the benefit not only of the SBA but also of any party providing the Confidential Information. Any such party shall have the right and standing to pursue all legal and equitable remedies against the Lender in the event of unauthorized use or disclosure.
The initial lender request for an account user for the SBA lender portal must be made by a senior officer of the bank (Senior Vice President or above) and sent via regular mail to the address provided below, using the institutions stationary,and enclosing the initial account user's business card. The stationary and business card must include the institutions name and address. The request should include the following:
(1) SBA FIRS ID Number(s);
(2) account user's name;
(3) account user's title;
(4) account users mailing address;
(5) account user's telephone number;
(6) account user's e-mail address;
(7) requesting officer's name;
(8) requesting officer's title;
(9) requesting officers mailing address;
(10) requesting officer's telephone number;
(11) requesting officer's e-mail address.
Office of Credit Risk Management - Capital Access
Suite 8200; Mail Code 7011
ATTN: SBA Lender Portal
U.S. Small Business Administration
409 Third Street, S.W.
Washington, D.C. 20416
Please allow two weeks for an account access information (user ID and password) to be e-mailed to you.
Only lenders with outstanding SBA loans may have access to the SBA Lender Portal.
Lenders will only have access to the data associated with their SBA FIRS ID number.
Only one account user per SBA FIRS ID number is authorized.
By requesting access to SBA's Lender Portal, lenders agree to take full responsibility for retrieval of their data (including data security).
Note, once a User ID and password have been issued, lenders are responsible for notifying SBA (by regular mail) for all terminations and transfers of User ID accounts.
For general inquiries on this Portal, please contact:
SBA Office of Lender Oversight
For technical issues only, please contact:
D&B Technical Support