Loan package · Step 3
Banker request list by loan type
Pick your loan type and check off documents as you gather them. Your progress is saved only in this browser — nothing is sent to us. Print it to share with your bookkeeper or CPA.
SBA 7(a) checklist
0 of 11 gatheredStarting point only — each lender sets its own list. Never email tax returns, bank statements or Social Security numbers; send them only through your lender's secure portal. Not legal or tax advice. As of November 2, 2026.