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Spend Less Time on
Paperwork and More
Time Closing Loans

SBA loans can bury you in forms, compliance headaches, and slow-moving borrowers. DocsNow gives SBA and CDC lenders a secure document collection software that speeds up loan applications and delivers a smoother borrower experience.

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80% Faster

Express loan processing up to 80% with automated document collection and E-Tran-ready workflows.

Less Work

Saves hours daily with smart checklists and CRM-integrated workflows.

Happy Borrowers

A simple, secure upload experience that keeps clients satisfied.

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Challenges and how we address them

Efficiency

You can turn days of admin into minutes. 

  1. Borrower portal enables direct uploads with instant checklist alerts.
  2. Gentle email and SMS reminders will keep borrowers on track.
  3. Leverages Google Drive, OneDrive, Zapier, and Dropbox to streamline data flow.

Compliance
and Security

Staying compliant with SOP doesn’t have to be complex.

  1. Convert borrower inputs into eTran-compliant formats, streamlining 7(a) and 504 loan processing.
  2. Reduces submission errors by up to 95% with automated compliance alerts.
  3. Audit-ready logs, secured on our SOC 2 Type II-certified Azure cloud, support OIG compliance.

Compatibility

Grow your portfolio while minimizing operational workload.

  1. Adaptable for lenders of all sizes, from community banks to national institutions.
  2. Enterprise-grade APIs connect DocsNow with CRM and accounting systems effortlessly.
  3. Plaid integration verifies bank accounts instantly, reducing manual work.

DocsNow keeps borrowers on track, helps SBA lenders meet requirements, and enables banks to scale government-guaranteed loan programs efficiently.

Smart Document Collection

Eliminate email clutter and follow-ups with clear checklists and automated uploads, allowing you to focus on closing loans efficiently. 

Fillable SBA Forms

Streamline SBA forms (e.g., Form 1919) into fillable forms for accuracy. It removes the need for physical forms and manual entries.

E-Tran Integration

Facilitate data transfer and auto-map information for 7(a) and 504 loans, with real-time error detection ensuring reliable submission.

Secure & Fraud-Safe

Safeguard data with AI-powered fraud detection and SOC 2 Type II compliance to protect privacy.

E-Signatures

Orchestrate borrowers to sign documents online, ensuring seamless deal closure and eliminating paper-based hassles.

Scalable Integrations

Collect APIs with cloud storage to seamlessly access scalable data, helping businesses reduce admin tasks and focus on strategy.

Borrower Portal

Provide a secure platform for borrowers to manage loans and communicate queries with lenders.

Request a Demo and transform your SBA lending.