Fewer follow-ups
Resolve missing creditor, maturity, ownership, guarantor, source-and-use, and checklist fields in a consistent workflow.
For SBA brokers and packagers
Spend less time chasing.
More time resolving.
Keep the borrower PFS, loan request, debt, real estate, ownership, guarantor, sources-and-uses, and readiness exceptions in one package workspace.
Complement the lender stack
Package preparation without pretending to be an LOS.
LendForma organizes borrower-provided information and exceptions. It does not apply lender policy, match borrowers to lenders, or make credit decisions.
Less reformatting
Keep supported package schedules tied to one canonical set of borrower and case facts.
Visible exceptions
Readiness checks explain what is missing or inconsistent instead of returning an opaque score.
Reusable source record
The borrower retains a Personal Financial Statement that can support later packages without starting from zero.
Available now: broker workspaces, case-participant invitations, private participant PFS requests, direct ownership capture, versioned requirements, attributed activity, readiness checks, and frozen review releases. Retained document uploads remain disabled until an approved malware-scanning workflow is in place.
Begin with what you know
Build from a real borrower record.
Start with the free Personal Financial Statement or sign in to open the application package workspace.