Free PDF • SBA 7(a) Borrower Guide

Your next chapter starts with a clearer roadmap.

From pre-qualification to closing, understand what comes next—and what to have ready—with Your Roadmap to SBA Financing.

  • Understand the five stages of an SBA 7(a) loan.
  • Prepare for the documents lenders may request.
  • Avoid common delays and keep your file organized.
American Capital Consulting

Your Roadmap
to SBA Financing

SBA 7(a) Loan Checklist


PREPARE. ORGANIZE. MOVE FORWARD.

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A little preparation goes a long way

Know what’s around the next turn.

01 / THE PROCESSSee the full picture

Walk through pre-qualification, underwriting, the commitment letter, final due diligence, and closing.

02 / THE PAPERWORKBuild a more organized file

See examples of financial records, ownership details, and supporting documents a lender may request.

03 / THE MOMENTUMKeep things moving

Use practical preparation tips to handle follow-up questions and avoid preventable delays.

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This educational guide is not a loan application or a promise of approval. Lender requirements and SBA rules apply. ACC provides consulting and loan-packaging support; ACC is not a lender.

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