Package Builder
Every 7(a) and 504 package complete and consistent before E-Tran, so it goes through on the first pass.
Why it matters
A 7(a) or 504 package spans many forms and exhibits; one missing signature or mismatched figure sends it back and adds weeks.
How the solution handles it
Agents sort every document into the package, check each form for signatures and dates, cross-check names, EINs and amounts across forms, draft Authorization terms and prepare E-Tran data. An SBA loan officer reviews the package and submits it.
How a package moves
Five agents sort the file, check every form and figure, draft the Authorization and prepare E-Tran data; an SBA loan officer reviews and submits.
What it reads, and what it hands back.
What goes in
- SBA Forms 1919 and 413
- Credit memo and spreads
- Appraisal and environmental report
- CDC and bank terms (504)
- Franchise Directory listing
What comes out
- Complete, cross-checked SBA package
- E-Tran-ready data sheet
- Draft Authorization terms
- Gap list with owners
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
Rules: SBA SOP 50 10 8 (7(a) and 504) · SBA Franchise Directory · “Target” = design goal, measured in the live solution · by-hand time estimated
5 specialist agents. One person decides.
More in this division.
Every SBA applicant screened against SOP 50 10 8 on day one, each finding cited to the rule.
Cash-Flow UnderwritingBusiness and guarantor returns spread into one global cash flow in under an hour, every number cited.
Document ChaserEvery missing page tracked and chased in plain words, so files stop waiting on the borrower.
Build this
for your team.
We’ll show Package Builder running on your own documents.