Borrower demo

Checklist and packet progress

The checklist should be the center of gravity for v1: grouped requirements, visible status, and plain-English explanations of what is still missing.

Current packet

SBA microloan checklist

5 of 10 approved0 borrower actions5 awaiting review

Owner identity and entity

Government-issued ID

Verified by partner reviewer.

done

Articles of organization

Current LLC filing received.

done

Ownership schedule

ownership-schedule-1773532605.pdf uploaded 1 minute ago.

uploaded

Financial documents

2025 business tax return

Uploaded and awaiting partner review.

uploaded

Year-to-date profit and loss

Matches intake revenue band.

done

Current balance sheet

balance-sheet-1773532605.pdf uploaded 1 minute ago.

uploaded

Last 3 months bank statements

Complete and accepted.

done

Use-of-funds support

Equipment quote or invoice

Two vendor quotes uploaded.

done

Lease or vehicle agreement

vehicle-lease-1773532605.pdf uploaded 1 minute ago.

uploaded

Business summary narrative

Drafted from intake and borrower edits.

uploaded