SBA & Commercial Loan Packaging

What Your SBA & Commercial Loan Packaging Services Can Include

1. 01 Financing Readiness Review

   • Review of the proposed business and capital need
   • Identification of key information requirements
   • Initial readiness and documentation assessment

2. 02 Loan Request Strategy

   • Define the purpose and amount of financing
   • Organize proposed use of funds
   • Identify key assumptions for the funding request

3. 03 Business Plan Integration

   • Coordinate the business plan narrative
   • Organize market, operations and management information
   • Align the business story with the financing request

4. 04 Financial Package Preparation

   • Organize projections and financial assumptions
   • Cash-flow and capital requirement information
   • Supporting financial schedules and documentation

5. 05 Borrower Information Package

   • Organize requested personal and business information
   • Coordinate financial statements and supporting records
   • Create a more complete documentation package

6. 06 SBA Loan Package Support

   • Help organize information commonly requested for SBA financing
   • Prepare documentation for lender review and submission
   • Coordinate package readiness with applicable lender requirements

7. 07 Commercial Loan Packaging

   • Prepare materials for conventional financing discussions
   • Organize collateral and supporting information when applicable
   • Present the funding request in a clear, professional format

8. 08 Lender Presentation Readiness

   • Executive summary of the financing request
   • Organized package for lender discussions
   • Preparation of key questions and next-step requirements