Tools
What documents will I need?
Pick your deal to see what lenders usually ask for. You don't need to sort anything. In the client portal, you upload everything you have, and we match each file and tell you what's still missing, easiest first.
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A general list based on common SBA and commercial lender requirements. Each lender confirms its own list, and the portal checklist adds items for every owner, guarantor and affiliate on your deal.