Smarter document preparation for SBA servicing.
SmallBiz Recon is building the first purpose-built document preparation and compliance platform for small business borrowers navigating SBA COVID EIDL servicing, Treasury Cross-Servicing referrals, and collection disputes.
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How the platform works
From intake to submission-ready package in four steps, built on SBA procedural expertise.
Intake & Assessment
Borrowers submit case details through a guided intake flow. The system identifies the servicing scenario and required documentation.
Smart Document Generation
Using borrower-provided facts and SBA procedural guidelines, the platform generates draft correspondence, checklists, and supporting narratives.
Compliance Review
Each document package is cross-referenced against SBA SOP 50 52 2, current Policy Notices, and agency-specific formatting requirements.
Submission-Ready Package
The final output is a professionally formatted, agency-ready submission packet the borrower can send directly to SBA, Treasury, or collection agents.
Built for compliance at scale
Every feature is designed to reduce borrower burden while maintaining strict adherence to SBA procedural requirements.
Smart Document Assembly
Auto-generates dispute letters, request templates, and supporting narratives based on borrower-specific case data.
SOP Compliance Engine
Every output is validated against SBA Standard Operating Procedures and active Policy Notices in real time.
Multi-Scenario Support
Handles Treasury referral disputes, recall requests, payment assistance, collateral release, ownership changes, and more.
Procedural Case Analysis
Pattern-trained models identify the strongest procedural basis for each case using SBA servicing data and policy alignment.
Secure Document Handling
Bank-grade encryption for all uploaded documents. SOC 2 compliant infrastructure with zero data retention after delivery.
Case Intelligence
Aggregated anonymized case data helps identify systemic patterns and improves document quality across the platform.
Technology stack
Enterprise-grade infrastructure built for security, scalability, and regulatory compliance.
Request early access
We're onboarding borrowers and advocates in waves. Drop your email to join the waitlist and get notified when your access opens.