Small Business Lending Data Collection Worksheet
Updated 06/10/2026
Use this worksheet to collect all required data on small business loans as required under the new Regulation B (ECOA) section 1071 final rule. Refer to our ECOA Section 1071 Institutional Flowchart to determine when your bank is required to begin collecting and reporting this data.
6/10/2026 – Note: This tool is based on the CFPB’s Filing Instructions Guide (FIG) and related Section 1071 implementation materials. On May 1, 2026, the CFPB published a final rule amending portions of the Small Business Lending Rule and extending the compliance date to January 1, 2028. The CFPB has indicated that it will publish a revised FIG to incorporate these changes. Compliance Alliance will update this tool after the CFPB releases its revised FIG and related materials to ensure consistency with the Bureau’s official reporting instructions.
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