Tool

SBA Loan Document Checklist Generator

Build a practical SBA loan document checklist before applying, including tax returns, interim financials, bank statements, debt schedule, ownership documents, collateral files, use-of-funds support, and owner paperwork.

Use this before sending files to a lender

A document checklist helps keep the application moving once the basic screen looks realistic. First check eligibility with the SBA loan eligibility calculator, estimate borrower cash with the SBA loan down payment calculator, model payment and DSCR with the SBA 7(a) loan calculator, and compare the request with the business loan prequalification calculator.

This checklist is a planning tool only. SBA programs, lenders, franchises, acquisitions, real estate loans, and startups may require additional documents. It is not lender approval, legal advice, tax advice, accounting advice, or financial advice.