SBA Loan Application Checklist

Every document lenders commonly ask for on an SBA 7(a) application — in one checklist you can tick off.

Features

• 25 items grouped the way lenders think: business basics, owners, business financials, and use of funds & collateral
• A status tracker with a live % complete score, so you always know what is still missing
• The key SBA forms named — Form 1919, Form 413 and Form 912 — with what each one is for
• A Key Figures tab that keeps the facts every form asks for in one place

How to use it

1. Fill in the Key Figures tab first — business facts, owners, amount requested
2. Work down the Checklist tab, setting each item's status as you go
3. At 100%, your application pack is ready to send to your lender

Format: Excel (.xlsx — also opens in Google Sheets) + printable PDF