Grant / SBA Loan Application Financial Packet Builder
Most business owners either pay an accountant several hundred dollars to assemble a loan packet, or spend hours guessing the right format under deadline pressure.
Every document a lender asks for — Use of Funds, 3-Year Projections, Personal Financial Statement, Debt Schedule
Automatic reconciliation checks and the Debt Service Coverage Ratio underwriters check first
A one-page Packet Summary Dashboard — exactly what a loan officer sees when they open your file
Delivered instantly as a fully-working .xlsx file that also opens cleanly in Google Sheets. No plugins, no subscription.
Real formulas, not templates
No subscriptions, ever
Instant access after purchase
How This Gets Used
A business owner was quoted $800 by an accountant just to assemble a loan packet. The debt service coverage ratio and full packet came together in one afternoon instead.
About This Template
Every document a lender asks for — Use of Funds, 3-Year Projections, Personal Financial Statement, and Debt Schedule — built to work together with automatic reconciliation checks and the DSCR calculation underwriters check first.
See what's inside
Every tab, fully built out — no placeholders. Swipe or use the tabs to browse, tap a screenshot to enlarge.
A fully-working Excel (.xlsx) file that also opens cleanly in Google Sheets — no plugins or add-ons required.
Is this a subscription?
No. It's a one-time purchase. You own the file outright with no recurring fees, ever.
What's your refund policy?
All sales are final. Because this is a digital product delivered instantly and in full, and every listing includes detailed screenshots of every tab before you buy, we don't offer refunds after delivery.
Can I use this for multiple businesses or clients?
Each purchase is licensed for use within a single business. If you're a consultant, bookkeeper, or advisor looking to use it across multiple clients, reach out and we can discuss options.
Is this tax, legal, or financial advice?
No. This tool is an organizational and planning aid, not a substitute for advice from a licensed accountant, tax professional, or financial advisor.
Ready to get started?
Delivered instantly. Works in Google Sheets and Excel. Yours to keep, forever.
