Document prep
SBA loan document checklist generator
SBA loan files usually require business and owner information, financial statements, tax returns, a use-of-funds explanation, and loan-purpose-specific documents. Use the checklist tab on the main tool to generate a starting list.
Common starting documents
- Business tax returns and interim financial statements.
- Owner information and entity documents.
- Business debt schedule.
- Use-of-funds summary.
- Purpose-specific records such as purchase agreement, equipment quote, or refinance statements.
Lenders can request additional documents. This is a preparation checklist, not a complete application package.