LOAN PACKAGING
What We Do for Borrowers
Comprehensive Loan Review & Eligibility Assessment
Before a loan application is prepared or submitted, our team analyzes your credit strength, business cash flow, collateral, and overall eligibility to determine whether your loan request is viable and which loan program (SBA or commercial) is the best fit.
Full Loan Packaging & Documentation Support
We assemble a complete lender-ready package—including financials, projections, business plans, tax returns, personal financial statements, SBA forms, and more. Our goal is to anticipate questions before they arise to prevent delays and increase approval likelihood.
Lender Matching Through Our Established Network
Once your loan package is complete, we identify and present it to lenders in our extensive network. Our team acts as your liaison, pitching your loan to several interested lenders simultaneously so you can compare options and secure the best available rate.
Direct Collaboration With Underwriters for Faster Decisions
We save you time by communicating directly with lender underwriting teams and high-ranking decision makers to accelerate the review and approval process.
Specialized Support
Our Borrower Loan Packaging Checklist
Your final package may include:
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Bank Loan Application, Personal Financial Statement, SBA Form 1919, Résumés of all owners
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Business financial statements and projections
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3 years of business and personal tax returns
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Business debt schedules
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Affiliate financials (if applicable)
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Purchase agreements or refinance documentation
We tailor this list to your specific loan type and lender requirements.
Why Borrowers Choose Us
Deep SBA & Commercial Lending Expertise
We support numerous banks nationwide with underwriting, compliance, and SBA portfolio functions—giving us unique insight into how lenders evaluate and approve loans.
Proactive Issue Identification
Our team’s goal is to identify potential challenges before your package reaches a lender, increasing your likelihood of approval.
Efficient, High-Quality Service
We work quickly, professionally, and securely, ensuring that your loan package meets state, federal, and SBA regulatory expectations.
Large Network of Lender Partners
With over 32 financial institutions using our services across the country, we know how to match borrowers with lenders who are actively funding the types of loans they need.
Transparent Pricing – With a Built-In Refund Opportunity
Our fee structure:
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Up to $5,000 for loan packaging
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+ $500 per affiliate business
If we successfully secure funding through one of our lending partners, your entire fee is refunded.
