Packaging checklists
The 2026 commercial loan packaging master set. Every item a preferred lender expects on first submission.
SBA 7(a) · $500k to $5M
SBA 7(a) Standard Loan Packaging Checklist
19 items · 4 groups
SBA 504 · owner-occupied real estate
SBA 504 Real Estate Packaging Checklist
13 items · 3 groups
SBA 7(a) change of ownership
Business Acquisition Loan Checklist
12 items · 3 groups
SBA 7(a) or conventional equipment
Equipment Financing Packaging Checklist
8 items · 2 groups
Conventional CRE · owner-occupied or investor
Conventional Commercial Real Estate Checklist
9 items · 2 groups
SBA CAPLines or conventional revolver
Working Capital Line of Credit Checklist
8 items · 2 groups
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.