Demo: what your borrower sees

Hi Maria,

Jordan Reyes needs the items below to move your loan forward. Your progress saves automatically — you can come back to this page any time.

Hi Maria, here is everything the lender needs to get your loan moving. Upload what you have and I will keep an eye on the rest.

2 of 8 required items done

✓
Business tax returns, last 3 years
Complete federal returns with all schedules and statements.
- 📄 Riverside-Bakery-Returns-2023-2025.pdf
Approved — nothing more needed here.
·
Interim Profit & Loss statement
Must be dated within 90 days of submission to the lender.
What date is on this document? (the statement or report date)
Choose one or more files. PDF, images, Office, CSV, TXT or ZIP. Up to 25 MB each.
·
Interim balance sheet
Same date as the interim P&L.
What date is on this document? (the statement or report date)
Choose one or more files. PDF, images, Office, CSV, TXT or ZIP. Up to 25 MB each.
·
Business debt schedule
All existing business debts: lender, original amount, balance, rate, monthly payment.
What date is on this document? (the statement or report date)
Choose one or more files. PDF, images, Office, CSV, TXT or ZIP. Up to 25 MB each.
!
Business bank statements, last 6 months
All pages, all operating accounts.
Needs another look: These only cover March through May. The lender needs all six months, every page. Please submit a new version below.
- 📄 bank-statements-partial.pdf
What date is on this document? (the statement or report date)
Choose one or more files. PDF, images, Office, CSV, TXT or ZIP. Up to 25 MB each.
✓
Business licenses & registrations
Current licenses, articles of organization/incorporation, operating agreement or bylaws.
- 📄 Articles-and-Operating-Agreement.pdf
Choose one or more files. PDF, images, Office, CSV, TXT or ZIP. Up to 25 MB each.
·
Use of loan proceeds
Briefly describe how the funds will be used (working capital, equipment, real estate, etc.).
·
Ownership breakdown
List every owner and their ownership percentage.

That is what your borrower sees. No account, no password, nothing to learn.

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