PRBE CAPITAL · FUNDING EDUCATION

SBA document tracker

Organize the lender’s current request and keep missing items visible.

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Working file label — no account numbers

Lender or programDate of the written request

Match the lender’s request

Copy each requested item into a row. Use the exact entity or role, the period requested and the person responsible. This table does not prescribe an SBA document list.

Requested item	Entity or role	Period / date	Responsible person	Status / open point

Resolve the exceptions

Which item is missing, inconsistent or waiting for an answer?I matched the figures and dates to the underlying records.I confirmed the requested version, required signer and secure delivery method with the lender.

A short exercisePick one requested item. Write the question it answers, its required date and who controls it. If you cannot fill in one of those fields, make that the next question for the lender.

Source and scope. Based on the PRBE SBA document checklist and SBA 7(a) guidance. Requirements vary by lender, processing method and transaction. Send actual records only through the lender’s confirmed secure channel.

Read the full article. This worksheet is educational. It is not an application, financing offer or personalized recommendation. Actual documents and applicable requirements govern.