Create the plan. Prepare the workbook. Download the lender-ready files.
Guided interviews turn borrower details and projection assumptions into editable business plan drafts and the provided SBA projection workbook template.
Go from borrower details to downloadable files.
LoanLens gives you two guided workflows: an SBA-style business plan and a 3-year projections workbook.
Interview
Answer guided questions or paste details into the guided interview.
Generate
Create the business plan draft or fill the projection workbook template.
Download
Saved files stay in Documents for the project and can be downloaded again.
Business Plan
Create an SBA-style business plan from structured answers.
The app collects company, market, product, sales, and loan-context details, then generates an editable document draft from the reviewed answers.
Create an SBA-style business plan
Section mode
Built from your reviewed answers and formatted for lender review.
Projections
Prepare the exact 3-year projection template.
Revenue, cost of goods sold, and expense assumptions flow into the provided workbook while preserving its layout, formulas, and sheets.
3-Year Projections with Assumptions.xlsx
Workbook export
Assumptions narrative
Monthly values are generated for review from the saved projection assumptions.
Documents
Generated files stay tied to the project.
Each project keeps your answers, generated drafts, and downloads organized in one place.
Prepare your SBA business plan and projections in one workspace.
Start with guided intake, review the generated drafts, and download the files your project needs.