
Checklist for SBA Loan Closing Documents
Closing an SBA loan comes down to airtight documentation and tight coordination. For 504s, core forms like SBA Form 2286 and 2303 anchor the package, while lenders verify compliance and borrowers supply current financials, insurance, collateral details, and respond fast to requests—plus any conditional items (environmental, construction budgets, franchise docs, etc.). Track submissions, prep for final review/escrow, and store everything securely; tools like Clearly Acquired’s dynamic checklists and encrypted data rooms make the process faster and harder to derail.



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