Overall status
80%
Needs reviewThe packet is 80% assembled. 0 borrower items still need attention, and 5 items are awaiting partner review before lender-ready export.
0 borrower actions5 awaiting review
Next recommended actions
Track partner review for ownership schedule
Track partner review for 2025 business tax return
Track partner review for current balance sheet
Borrower action items
No borrower-side action items remain.
Pending review
Ownership schedule
2025 business tax return
Current balance sheet
Lease or vehicle agreement
Business summary narrative
Weak points
Repayment explanation could connect seasonal revenue swings more clearly
Balance sheet currently uses borrower spreadsheet rather than partner template
Likely partner questions
How will the van lease affect monthly cash flow in the first 90 days?
Is any other debt personally guaranteed by the owner?
Can the borrower provide a cleaner breakdown of kitchen equipment costs?
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