2025 Loan Package Planner - Digital

Get your SBA loan approved by preparing your loan package the right way.

The 2025 Loan Package Planner is your all-in-one, digital tool designed to help small business owners confidently navigate the commercial loan process. Whether you're applying for an SBA loan or other financing options, this fillable planner walks you through the exact steps lenders expect—so you can reduce risk, increase credibility, and secure the capital you need to grow.

Built for entrepreneurs who want to take control of their business financing, this tool helps you organize all essential documents, identify the right loan type, define your repayment capacity, and prepare for pre-approval with precision.

Planner Features Include:

- Loan product identification and eligibility checklist

- Down payment planning and financial readiness

- Capacity and collateral tracking

- Lender risk-reduction strategy

- Document organization structure for faster submission

- Step-by-step guidance for each phase of loan packaging

- Fillable fields and saveable templates

Compatible with: iPhone, iPad, Kindle, and Desktop.

Whether you’re a first-time applicant or reapplying after a denial, the 2025 Loan Package Planner gives you the clarity and confidence to secure funding and grow your business.

Download now and prepare like a pro.