One of the bigger time sinks in SBA lending is going back and forth with borrowers over what documents are needed and when. Every broker had their own way of asking, which meant inconsistent requests, missing items, and deals stalling because a borrower didn't know what to send next.

The platform solves this with a bundle system. Partners can build reusable templates — called bundles — that group together the exact documents and questions needed at each stage of the loan process. When a deal reaches a new stage, the right bundle gets sent to the borrower automatically. No manual follow-up, no copy-pasting the same email for the hundredth time.

Borrowers get a clean, guided experience on their end. They see exactly what's being asked, can upload files directly, and answer questions inside the platform. Partners get notified when items come in and can see at a glance what's still outstanding per deal.

The result is a process that used to take days of back-and-forth now completing in hours, with full visibility on both sides.