Built for SBA & commercial loan brokers
Send your borrower one link. PacketComplete collects every document on your SBA checklist, follows up automatically until the file is complete, and hands you an underwriting-ready package.
No credit card required. Your SBA 7(a) checklist is pre-loaded.
Riverside Deli — SBA 7(a) Purchase
3 of 5 inBorrower: Maria Santos · Reminder scheduled for tomorrow, 9:00 AM
Your borrower sees a simple checklist. No account, no password, no lost email threads.
Every deal stalls the same way: the borrower sends four of eleven documents, the P&L goes stale while you wait for bank statements, and you spend your week writing “just following up” emails instead of getting files in front of lenders. Deals don't die because of credit — they die waiting on paperwork.
Start from a pre-built SBA 7(a), 504, or business-acquisition package — or build your own. Add the borrower's name and email.
Your borrower gets a branded checklist link. They upload files and answer questions at their own pace — no account or password needed.
Automatic reminders go out on your schedule until every item is in. Approve or bounce individual documents; rejections trigger a resubmission request. Reminders stop the moment the file is complete.
Lender-ready document packages written for SBA lending — including the freshness rules underwriters actually enforce.
Business checklist — add each 20%+ owner as a guarantor.
+ 4 more items
For real estate & equipment deals through a CDC.
+ 5 more items
Buyer + target-business docs for acquisition financing.
+ 6 more items
Reminders go out every 1–30 days — you pick the cadence per file. They stop automatically when the last item comes in, so borrowers are never nagged after they finish.
Underwriters reject a 91-day-old P&L. Borrowers date each document as they upload it, and anything outside the lender's window — 90-day financials, 45-day bank statements — gets flagged before the packet goes out.
Wrong year's tax return? Reject it with a reason and the borrower is prompted to resubmit just that item — not the whole package.
Borrowers click one link and see a plain-English checklist with progress. No logins, no passwords, works on a phone.
Enter the deal's ownership structure and the checklist branches itself: every 20%+ owner gets a personal guarantor package (413, 1919, returns) on their own private link, and EPC/OC entities get their own document sets — each chased separately, assembled into one packet.
Tax returns and PFS forms are sensitive. Files are transferred over TLS, stored encrypted, and only reachable by you and your borrower's private link.
One saved deal-hour pays for the month. 14-day free trial, no credit card required.
$59/month
$149/month
Running a team? Reply to any email from us — team seats are in early access.
Set up your first borrower file in under five minutes — the checklist is already written.
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