01
Build the master checklist
Lenders want the same core set.
Made for Entrepreneurs
Organize SBA Loan Documents So Your Lender Stops Asking for the Same PDF
Also useful for: Founders, Franchise Owners, Restaurant Owners, Small Business Owners, people in Entrepreneurship
35 min
Intermediate
Financial Organization
Too Much to Do
Assemble tax returns, debt schedule, and projections in the order underwriters actually read.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Loan delays are often missing or inconsistent docs, not credit scores.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Normalize periods and labels
Mismatch triggers rework.
03
Write the gap and story memo
Underwriters read narratives.
04
Package for submission
One email, one folder.
Make Your Play
Organize SBA Loan Documents So Your Lender Stops Asking for the Same PDF
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Acquisition, working capital, equipment, real estate.
0/10000
Tax returns, P&L, bank statements, IDs, leases.
0/10000
Lender conditions list if you have one.
0/10000
Cash business, related entities, COVID year, name changes.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the master checklist
Lenders want the same core set.
02
Normalize periods and labels
Mismatch triggers rework.
03
Write the gap and story memo
Underwriters read narratives.
04
Package for submission
One email, one folder.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Fill the fields with this week’s real details. Incomplete notes beat invented polish.
Run the assembled prompt, answer follow-ups with specifics, then copy the deliverable into your own doc and verify names and numbers.
Advanced instructions
Add constraints the model can’t see: politics, licensing, cash timing, union rules, or family bandwidth.
After the first pass, ask it to attack the weakest assumption in the draft.
Use this when
You started an SBA application, got a conditions list, or your accountant sent files with wrong labels.
You'll need
- Loan purpose and amount
- Documents you have
- Documents requested
- Known gaps and quirks
You'll get
- A a document checklist, folder structure, and gap list for your loan officer you can use without rewriting it from scratch.
By the end of this playbook
You will have:
- A a document checklist, folder structure, and gap list for your loan officer you can use without rewriting it from scratch.
Examples
Progress 1 of 4