Field provenance
Distinguish PFS-sourced facts, packet-entered facts, confirmed document extracts, and later overrides.
Core flagship
One borrower record.
A submission-ready package.
Turn a saved LendForma Personal Financial Statement into the loan request and supporting schedules around an SBA application without retyping the same facts.
Reconciliation before submission
Find the follow-up before the lender does.
Deterministic rules surface missing information and conflicts without pretending to underwrite credit.
Readiness exceptions
Flag missing information, unreconciled sources and uses, incomplete ownership, and likely follow-up items.
Protected source data
Later PFS changes are compared and refreshed explicitly; they never silently overwrite case-specific work.
Consistent package output
One canonical case model keeps labels, calculations, order, and visibility aligned across supported exports.
LendForma prepares borrower-provided information for submission. It is not a lender, broker, underwriting system, official SBA filing service, or promise of approval. Use the current forms and instructions requested for the actual application.
Begin with what you know
Start with the reusable borrower record.
Create the LendForma Personal Financial Statement for free, then add the package workspace when the application begins.