Autofill SBA Forms 1919, 413 and 1920 in one click.
Borrower, guarantor and ownership data extracted once flows into the official SBA PDFs, with every answer traceable to its source document.
SBA Form 1919
Pulls entity details, ownership percentages, EPC/OC structure, affiliate relationships and the criminal, regulatory and prior government debt disclosures into the current official form layout.
SBA Form 413
Aggregates personal assets, real estate schedules, retirement accounts, life insurance and liabilities for every 20%+ owner, reconciled to the personal return and credit report.
Forms 1920 and 159
Formats the lender's application with loan structure, use of proceeds and credit elsewhere narrative, and discloses broker packaging fees on Form 159 exactly as the SOP requires.
IRS Form 4506-C
Generates transcript verification requests matching the filing name, address and tax periods on the return, eliminating the most common IVES rejection reason.
Specification
- Forms
- 1919, 413, 1920, 159, 4506-C, 1050 (closing)
- Template currency
- Updated within 10 days of SBA revisions
- Validation
- Required fields, ownership totals to 100%
- Signatures
- DocuSign and Adobe Sign ready
- Traceability
- Each answer linked to source document
- Output
- Fillable PDF, flattened PDF
4-owner S-Corp with an EPC · forms in 4 minutes
- 1Ownership extracted from Schedule K-1s: 40 / 30 / 20 / 10. Three owners exceed the 20% guarantor threshold; Form 413 generated for each.
- 2EPC detected from Schedule E rent; Form 1919 Section I completed for both the OC and the EPC with the lease disclosed.
- 3Form 159 populated with the $8,500 packaging fee and the broker's signature block.
- 44506-C requests generated for the entity and three guarantors with addresses matching the filed returns.
Questions
Yes. LoanPacket tracks SBA form revisions and updates templates within ten business days. The form version and expiration date print on every output.
Yes. Completed forms can be routed to DocuSign or Adobe Sign with signer fields pre-placed.
Package your next loan in 15 minutes instead of 3 weeks.
Upload a set of sample tax returns and generate a complete, lender-ready credit memo on your first day.