Most business owners either pay an accountant several hundred dollars to assemble a loan packet, or spend hours guessing the right format under deadline pressure.
Real formulas, not templates
No subscriptions, ever
Instant access after purchase
Every document a lender asks for — Use of Funds, 3-Year Projections, Personal Financial Statement, and Debt Schedule — built to work together with automatic reconciliation checks and the DSCR calculation underwriters check first.
A fully-working Excel (.xlsx) file that also opens cleanly in Google Sheets — no plugins or add-ons required.
No. It's a one-time purchase. You own the file outright with no recurring fees, ever.
All sales are final. Because this is a digital product delivered instantly and in full, and every listing includes detailed screenshots of every tab before you buy, we don't offer refunds after delivery.
Each purchase is licensed for use within a single business. If you're a consultant, bookkeeper, or advisor looking to use it across multiple clients, reach out and we can discuss options.
No. This tool is an organizational and planning aid, not a substitute for advice from a licensed accountant, tax professional, or financial advisor.
Delivered instantly. Works in Google Sheets and Excel. Yours to keep, forever.
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