Ike reads borrower, lender, and property documents for 7(a), 504, Express, and other SBA loans; builds the package; tracks open items; and calendarizes follow-up dates.
Staff time spent before judgment and approval can begin.
A new SBA file can arrive with borrower forms, tax returns, lender letters, purchase agreements, appraisals, emails, and extra attachments. Staff spend hours figuring out what belongs in the package.
IKE HELPS BYIke groups documents by purpose, such as application forms, ownership, financial statements, collateral, eligibility, and lender support. Extra items, like a supplier brochure, are set aside with a short reason.
Ike gathers the forms and supporting documents for the borrower, lender, business, collateral, and use of proceeds. The package stays in draft until open items are answered.
Review is faster when the source document is easy to find.
Ike tracks who owes each answer, when the information is expected, and when the team should follow up.
The goal is simple: fewer hours sorting documents, retyping numbers, and remembering who needs a reminder.
Book a demo
We will walk through how Ike organizes the documents, checks key numbers, shows missing items, calendarizes follow-up, and drafts reminders.