top of page
Loan prep services

Loan Prep Pro

Our Services

By leveraging our DIY loan prep program, the business owner increases their chances of obtaining loan approval quickly and efficiently while maintaining control of the process. The program covers;

  1. Understand Loan Requirements

  2. Organize Financial Records

  3. Compile Legal and Operational Documents

  4. Draft a Business Plan (if Required)

  5. Assemble Documents into Submission-Ready Packets

  6. Conduct a Pre-Submission Audit. 

  7. Provide Clear Explanations for Key Items

  8. Share Materials Securely with designated lenders for Traditional business loans, SBA loans, Invoice based loans, Cash Flow Loans, and others.

  9. Dashboards and reminder emails and texts to keep the business owner on track for quick completion of the packets

  10. Lifetime access

About Our Business

Applying for a loan online can be a game-changer when you're prepared! With a secure, dedicated customer portal, your documents are safely stored and ready when you need them. 


Once you've completed all the steps, you'll have a powerful loan-ready package that speeds up the process and can be easily updated or reused anytime. Let’s get you set up for success—faster, smarter, and stress-free!

Unleash Your Potential

We would love to help your business succeed!

Video call
bottom of page