Loan Application Prep Agent
Replaces a $55k loan processor—auto-compiles 3-year financials, projections & cap tables for SBA/bank apps in hours.
Small business owners spend weeks manually gathering tax returns, P&Ls, balance sheets, and cap tables to apply for SBA loans or bank financing. A loan processor typically costs $45–65k annually and still takes 2–3 weeks to organize documents. Without clean, organized financials, lenders reject applications outright.
The agent pulls your last 3 years of tax returns and accounting records, auto-generates standardized P&L and balance sheet summaries, builds 2-year cash flow projections, compiles your cap table, and packages everything into a lender-ready PDF. It flags missing docs and inconsistencies so you can fix them before submission.
Our team deploys this exact skill for you — integrations connected, tested, and live in 10 min on a 15-min walkthrough call.
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