Close More SBA Deals.
Faster.
The intelligent document checklist platform that auto-generates compliant requirements based on your deal structure. Eliminate guesswork and accelerate your pipeline.
The intelligent document checklist platform that auto-generates compliant requirements based on your deal structure. Eliminate guesswork and accelerate your pipeline.
If you're still managing SBA document requirements with spreadsheets and memory, you're losing deals.
Building custom document checklists from scratch for each deal type, borrower structure, and collateral package.
Forgotten requirements surface during underwriting or closing, causing costly delays and frustrated borrowers.
Your team works in silos. No one knows the true status of a deal until someone asks or it falls through.
SOP requirements change. Without a system, staying compliant across every deal is a risky guessing game.
Purpose-built for brokers and lenders who want to spend less time on paperwork and more time closing.
Auto-generate document requirements based on deal type, parties, collateral, and SBA SOP guidelines.
Multi-user workspaces with role-based access. Everyone sees real-time deal status and document progress.
Track deals from packaging to closing with Kanban boards and list views. Never lose sight of your pipeline.
One-click PDF checklists, Excel exports, and compliance reporting. Share professional documents instantly.
Three simple steps to generate a compliant, deal-specific document list.
Enter basic loan details, select deal type (acquisition, refinance, working capital), and define the transaction structure.
Configure borrowing entities, owners, guarantors, and collateral details. The system tracks requirements for each.
Instantly receive a compliant document checklist tailored to your specific deal. Export, share, and track completion.
Lendari cut our checklist creation time from hours to minutes. We used to spend half a day building document lists for complex deals. Now it's automatic and we know we're not missing anything.
Join the lending teams who've already transformed their workflow with Lendari.
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