Template

Lender Document Checklist & Tracker

Know exactly what to collect before you speak to a lender. Separate checklists for 7(a), SBA Express, 504, microloans, business purchases and disaster loans, with what each document is, where to get it, the SBA or IRS form number where one applies, and a tracker that shows what is done and what is still missing.

What’s included

• Checklists for 7(a), Express, 504, microloan, business purchase and disaster loans
• What each document is, who provides it and the SBA or IRS form number
• Freshness rules: 90 days for personal financial statements, 120 days for business statements
• Excel tracker that flags anything out of date on your submission date
• Printable PDF checklists
• Every item sourced to SOP 50 10 8.1 or the SBA form

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding