We have a small business line of credit loan. It is secured by stocks, mutual funds, a blanket UCC and also a 1st mortgage on an investment property. Should we report this as a small business loan for CRA or would it be excluded from CRA due to the investment property being taken as security?

If the loan is secured by a lein on a 1 to 4 single family residence it is not reportable as a CRA Small Business Loan.

You can classify it as a CRA Loan Type 3, and ask examiners for consideration of Small Business credit when they come in to do an exam.