LendForma resources
Package-readiness guidance without the inflated claims.
Use these guides to structure borrower information, reconcile supporting schedules, preserve provenance, and understand where the product stops.
Personal financial statement guide
Understand the core sections of a PFS and the simple habits that make it easier for someone else to review.
Loan-readiness guide
Organize the information lenders commonly ask about before the paperwork starts to multiply.
SBA PFS preparation guide
Prepare reusable financial information while checking the current official SBA form and lender instructions.
CRE debt and property schedules
Connect property values, mortgages, ownership, cash-flow context, and source dates without claiming property-level underwriting.
Borrower-prepared financial schedules
Translate P&L, balance-sheet, and projection data for lender packages without rebuilding the accounting ledger.
Data provenance guide
Use precise source, confirmation, freshness, and adjustment labels instead of vague verification claims.
DSCR calculator
Estimate property debt-service coverage and understand the broader information a lender may review.
AI intake and privacy
See exactly what the live interview sends, what LendForma retains, and why every proposed change requires approval.