A BETTER WAY TO SBA
Turn Document Chaos Into Deal-Closing Success
The platform that connects clients, brokers, and lenders seamlessly - Built by experts who've closed 1000+ SBA deals and know every pain point
From Lead to Funding: Covered
Deal & Loan Management
Track every loan, qualify leads, and manage deals from start to close with powerful admin tools.
Smart Document Handling
Bundle documents, collect e-signatures, and track critical questions - all in one secure space.
Collaboration & Portals
Connect clients, brokers, and lenders through dedicated portals and streamlined communication.
Powerful Features to Manage Every Step of the Loan Journey
Filter And Qualify Leads
Qualify incoming leads with built-in tools, assess eligibility, and convert them into actionable loan opportunities.
Real-Time Loan Updates
Track every loan's progress from start to finish with real-time status updates, timelines, and key milestones—all in one centralized view.
Custom Bundles
Create tailored sets of documents for each deal, including required forms, Q&As, and acknowledgements.
Additional Document Requests
Request additional documents seamlessly with organized tracking for all client responses.
Memorandum Generation
Create professional loan memorandums with automated formatting and consistent templates.
Lender Management
Organize lender relationships, track preferences, and streamline communications across your network.
- A folder per client, with one upload link you send
- Every file renamed to your filing convention automatically
- A shared checklist on the link that both sides tick off
- Retention and auto-delete you choose per folder
- Download one file or the whole folder as a zip
- Admin and Intake seats
- Everything in Documents
- Deals with a checklist, a borrower portal and a stage tracker
- Your own checklist templates
- E-signature on any deal
- Share a deal with a reviewer: read and download, revocable
- Messages with the borrower on every deal
- Admin, Manager, Coordinator and Intake seats
- Everything in Deals
- Leads, your own apply link and qualification rules
- The credit memorandum and financial spreads
- AI document summaries across the whole deal
- Replies: inbound email, Gmail and texting on the deal
- Send deals to the lender marketplace, transfer ownership
- Every seat type, including Broker
Explore your SBA tracking portal
Book a personalized demo and see how our platform simplifies loan tracking, documents, and lender collaboration.
Three ways in
A tier is what your account can hold, never how much of it. Seats are priced per person by role, and nothing is metered or capped.
Documents
The intake product
For a BDO who needs files in, named right, and out again. No deals, no pipeline.
Deals
Documents, plus deals with a checklist
For a shop that collects a package and hands it on. No leads, no analysis.
Full
The whole program
For a shop that originates, packages and places its own deals.
Every trial starts on Full. Tell us which tier fits and we set it on your account; moving up later changes nothing you already have.
FAQs
SBA Loan Management: Simplified
You can manage all major SBA loan types on the platform — including 7(a), 504, Microloans, Express Loans, and Export Loans. From lead to funding, the system streamlines tracking, documentation, and lender communication in one place.
Yes — you can securely request e-signatures from external parties, making it easy to get documents signed without leaving the platform.
Yes — the platform includes a dedicated lender portal where partners can share deals, exchange documents, and communicate directly with lenders, ensuring faster reviews and smoother collaboration.
You can upgrade to the Growth plan for unlimited active deals, built-in e-signatures, AI summaries, and the credit memo builder. Assistant/Processor seats start at $49/month and Viewer seats (approvers, managers, referral partners) are always free.