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;
Understand Loan Requirements
Organize Financial Records
Compile Legal and Operational Documents
Draft a Business Plan (if Required)
Assemble Documents into Submission-Ready Packets
Conduct a Pre-Submission Audit.
Provide Clear Explanations for Key Items
Share Materials Securely with designated lenders for Traditional business loans, SBA loans, Invoice based loans, Cash Flow Loans, and others.
Dashboards and reminder emails and texts to keep the business owner on track for quick completion of the packets
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!
