Confidential Intake

Tell us what you'd like prepared.

This intake collects the information SmallBiz Recon will use to assemble the document(s) you have selected for your own review and submission. SmallBiz Recon does not assess, evaluate, or recommend which document applies to your situation — those decisions are yours. Estimated time: 8–10 minutes.

2–4 daystypical confirmation window

$0no charge to submit

EncryptedSSL · staff-only access

Section A

Borrower Information

Legal Business Name*

State Business Originated In*

Business Type

Primary Contact

Full Name*

Email*

Phone*

Co-Owners with 20%+ Ownership

No co-owners added.

Estimated time

8–10 minutes

Save your work by leaving the tab open. Drafts are not stored on our server.

What happens next

1You submit. SmallBiz Recon emails you a confirmation with your reference ID and a copy of your intake as a PDF.
2SmallBiz Recon reads your submission within 2–4 business days to confirm we have what we need to prepare the document(s) you selected.
3SmallBiz Recon sends you a service agreement and pricing for the document(s) you selected. You decide whether to proceed.

Confidential

SSL-encrypted submission. Reviewed only by SmallBiz Recon staff. SmallBiz Recon is not a law firm and does not provide legal advice.

Prepared by

SmallBiz Recon staff.

Document preparation by staff with direct SBA Servicing Department operational experience. SmallBiz Recon is not a law firm and does not provide legal advice. Document preparation is non-legal.