Build a Lender-Ready
SBA Loan Package
Right the First Time.
Buddy guides you step-by-step, organizes your documents, builds a professional SBA loan package, and prepares everything before it reaches a lender.
Designed for SBA Financing
Buddy supports the most common SBA loan types and business goals.
How Buddy Works
Six simple steps to a stronger SBA loan package.
Tell Buddy About Your Business
Answer simple questions about your business and funding goals.
Upload Documents
Upload your financials and supporting documents securely.
Buddy Reviews Everything
Buddy identifies missing items, analyzes your financials, and organizes your package.
We Build Your SBA Loan Package
Business plan, SBA forms, financial analysis, projections, and a complete checklist.
Get Matched With Qualified SBA Lenders
We connect you with lenders that fit your loan request.
Funding Support
You stay in control while Buddy helps coordinate the process through closing.
Everything Your SBA Lender Wants... Built Automatically.
A complete, organized package—ready for underwriting.
Executive Summary
Clear overview of your business, goals, and loan request.
Business Plan
Lender-ready plan with market, strategy, and operations.
Financial Analysis
In-depth review of your financials and key metrics.
SBA Forms
All required SBA forms completed and organized.
Readiness Score
See how lender-ready your package is before you apply.
Complete Lender Package
All documents compiled in a professional, easy-to-review package.
Why Business Owners
Choose Buddy
Why SBA Lenders
Love Buddy
Built for Trust. Designed for Security.
Your information is protected every step of the way.
Secure Document Handling
Encrypted uploads and secure storage.
Role-Based Access
Only authorized people see your information.
Controlled Sharing
You decide what lenders can see.
Audit & Event History
Complete activity logs and audit trail.
Buddy is not a lender.
We do not make loan decisions.
Loan approval is subject to lender underwriting, SBA guidelines, and borrower eligibility.
Frequently Asked Questions
It depends on how quickly you provide your documents and information. Most borrowers complete the process in a few weeks, but your timeline depends on your readiness.
Your last 3 years of business tax returns, recent bank statements, a government-issued ID, and business formation documents. Buddy tells you exactly what's needed as you go.
No. Buddy does not guarantee loan approval. SBA loan approval is subject to lender underwriting, SBA guidelines, and borrower eligibility. Buddy prepares a strong, complete package to give your application the best possible presentation.
A packaging fee of $1,000 applies for SBA loan preparation and lender matching services. This fee may be financed into the loan at closing, subject to lender approval. Buddy may also receive a referral fee from the selected lender, disclosed on SBA Form 159.
No problem. Your progress is saved and you can pick up where you left off at any time. There is no fee unless your loan is approved and funded.
SBA 7(a) and 504 loans — acquisitions, expansions, equipment, real estate, working capital, and franchise financing.
Yes. Buddy supports business acquisitions, franchise purchases, expansions, equipment financing, commercial real estate, and working capital loans through SBA 7(a) and 504 programs.
When Do You Pay?
Nothing Up Front.
A packaging fee of $1,000 applies for SBA loan preparation and lender matching services. This fee may be financed into the loan at closing, subject to lender approval. Buddy may also receive a referral fee from the selected lender, disclosed on SBA Form 159.
Buddy does not guarantee loan approval. SBA loan approval is subject to lender underwriting, SBA guidelines, and borrower eligibility.
Let's Build Your SBA Loan Package.
Start your package and let Buddy guide you from application to lender-ready.
Start Your SBA Package