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Answer a few things about a deal and it tells you what the file is likely to need, and why.

Document Checklist

What your deal is likely to need.

Answer what you know and the list builds itself from 55 documents. Every item shows which of your answers put it there, so the logic is visible rather than something you have to already know. Nothing is saved and nothing is sent anywhere.

The deal
Likely documents
rules v1.2

A starting point, not a lender's condition list. Programs and individual lenders add their own requirements, and SBA forms change with the SOP. Confirm against the lender's checklist before you tell a borrower this is everything.