📋 SBA Loan Builder
Step 1 of 10
1. Document Checklist
2. About Your Business
3. Business Ownership
4. Your Background
5. Business Story
6. Business Debts
7. Personal Finances
8. Spouse Section
9. Loan Details & Analysis
10. Review & Submit
Document Checklist
Gather these before you start. Check off what you already have.
💡 You don't need everything today — just check off what you have and keep going.
Last 2 years Business Tax Returns (Form 1120 or Schedule C)
Last 2 years Personal Tax Returns (all owners 20%+)
Year-to-date Profit & Loss Statement (within 60 days)
Current Balance Sheet
Last 3 months Business Bank Statements
Accounts Receivable / Payable aging reports
Business License / Articles of Incorporation
Government-issued Photo ID (all owners 20%+)
Management Resume (all owners 20%+)
Current Lease Agreement (if applicable)
Equipment Quote / Invoice (if buying equipment)
Existing loan statements / debt schedule
Step 1 of 10 — Document Checklist
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