Built for the complexities of SBA lending with complex fee handling, flexible collateral, full supporting documents, and powerful workflow tools.
Generating your loan docs doesn’t have to be.
SBA 7(a) loans come with more rules, more calculations, more disclosures,
and more ways for a package to jeopardize the SBA guaranty.
DossDocs SBA Docs gives lenders a smarter way to generate SBA 7(a) Regular and SBA 7(a) Express loan documents instantly. Generate a complete SBA loan document package built with the logic, disclosures, and supporting forms that protect the SBA guaranty and close deals faster.
Full jurisdictional logic across all 50 states, including state-specific disclosures, lender and broker licensing requirements, and applicable lending law.
Real estate or personal property security, or both. Support for up to 4 guarantors, optional LLC member pledge, impound support, and in-house or third-party escrow instructions.
Fixed and variable rate support, per diem interest, lender and broker fees, net funding, and all SBA Settlement Statement calculations.
16+ supporting documents including SNDA, Business Purpose Certificate, Holdback Agreement, Environmental Indemnity, AML Declaration, and more.
DossDocs was created by one of the industry’s most respected authorities in mortgage and commercial lending law. With nearly five decades of hands-on experience drafting and refining loan documents, every SBA 7(a) Regular and Express package is built on practical knowledge of what lenders and regulators require.
Start using DossDocs SBA Docs instantly — no meetings, no backend setup, no contracts, no minimums.
For SBA lenders, the right document platform should reduce friction before, during, and after package generation.
The Guaranty is Everything
Missing certifications, incorrect disclosures, incomplete collateral documentation, and improper fee handling are the most common reasons the SBA denies a guaranty claim. DossDocs builds every package around protecting that guaranty from the first field entry to the final document.
Change Happens
SBA Standard Operating Procedures govern everything from eligibility to collateral requirements to how fees are disclosed. Outdated templates create compliance exposure. DossDocs is monitored and maintained continuously, with updates applied in days, not months. This helps lenders avoid manual workarounds while they wait on other provider release-cycles.
Select the loan state.
Select your SBA 7(a) Regular or Express package.
Complete a guided intake that builds your custom compliant doc set.
Generate documents, instantly.
Built for SBA Lenders of Every Size
Whether you’re a community credit union, regional bank, independent lender, or high-volume SBA team, you can generate complete SBA 7(a) Regular & Express packages in minutes with zero onboarding. Pay-per-use and volume pricing are both available, so the platform fits your SBA workflow without forcing the wrong model.
Every Deal is Different
Need support for dual mortgages, LLC member pledges, and up to four guarantors? What about broker fees, exit fees, and net funding on the same transaction? In-house or third-party escrow? Real estate and personal property securing the same loan?
DossDocs handles every combination natively, with MyPortal workflows you build once and reuse on every deal like it.
“SBA lenders need compliant loan docs without being forced into contracts, minimums, or use-it-or-lose-it commitments. Credit unions, banks, and independent lenders want flexibility, compliant documents, and live deal customization. DossDocs now gives SBA lenders what they want and need through our SBA 7(a) Regular and SBA 7 (a) Express documents.”
~ Aletha Nelson, Vice President of DossDocs
See how DossDocs SBA Docs goes beyond basic SBA templates. This demo shows the guided workflow for 7(a) Regular and Express packages, including state-specific logic, SBA fee handling, collateral and guarantor options, payoff and net funding support, settlement details, and supporting documents included in the package.
SBA loans have more moving parts than any other program.
Here’s what DossDocs SBA Docs covers:
Fair Pricing. Published Up Front.
Pricing should be easy to find, not hidden behind a sales process. If a provider won’t publish what it charges, it’s fair to question why.
Pay per use. No contracts. No monthly minimums. No setup fees. No coding or onboarding required.
Volume pricing is available.
Free 30-day trial period.
A $1 identity verification charge is required to start the free trial and will be automatically refunded.
The trial will not roll into a paid plan.
Free 30-day trial period.
No account setup required. A $1 identity verification charge is required to start the free trial and will be automatically refunded.
The trial will not roll into a paid plan.
