Your lender asked for a business plan and projections. Get them ready faster.
LoanLens helps SBA borrowers prepare a business plan and 3-year projection packet without starting from a blank page.
Go from borrower notes to organized loan documents.
LoanLens keeps your intake, drafts, review notes, and downloads together so you can prepare the documents your lender asked to review.
Interview
Answer guided questions or paste the notes you already have.
Generate
Create your business plan draft and fill the projection workbook template.
Review
Submit the packet for document quality review before you send it to your lender.
Download
Download the business plan and projection workbook tied to your loan request.
Before you start
Gather your records. Complete the interview at your pace.
Have your business and owner details, loan request, sources and uses of funds, and revenue, staffing, and expense assumptions nearby. Quotes, historical statements, or seller records help explain the amounts. You can label estimates and return to your saved work.
Preview all sections and fill in the information you have. Check your answers before generating the packet.
Submit the plan and workbook together. Track review status in your project and contact support if you have a lender deadline.
Download both files when document quality review is complete. Any requested changes stay with your packet.
Pricing
One SBA packet project is $599.
The project fee covers guided intake, your business plan draft, your 3-year projection workbook, document quality review, saved documents, and the conditional money-back guarantee.
Recommended package
$599
Includes a $99 non-refundable application fee and the conditional money-back guarantee. If the loan tied to your paid project is not approved, you can request a refund of the remaining project payment under the guarantee terms.
- One borrower packet tied to one loan request.
- Business plan and 3-year projection workbook.
- Document quality review before you download final documents.
- Guarantee eligibility when the loan is submitted timely and claim terms are met.
SBA Documents
Built around the information lenders commonly ask borrowers to explain.
SBA loan requests often require clear business details, use-of-funds context, and projection assumptions. LoanLens helps you organize those items before you share documents with a lender.
Turn your company, market, sales, and loan-use details into an editable business plan draft.
Enter revenue, cost of goods sold, and expense assumptions that flow into the 3-year workbook.
Keep your answers, generated files, review steps, and downloads organized under the same loan project.
Business Plan
Create the business plan your lender asked to review.
The app collects company, market, product, sales, and loan-context details, then turns your reviewed answers into an editable business plan draft.
Prepare your business plan
Guided interview
Built from your reviewed answers and formatted for lender review.
Prepare Packet
Projections
Prepare the 3-year projection workbook your lender can review.
Revenue, cost of goods sold, and expense assumptions flow into the provided workbook while preserving the template 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.
Loan Packet
Your business plan and projections stay organized together.
Each project keeps your answers, generated drafts, document quality review steps, and downloads organized in one place.
Inspect a fictional sample before signing up. These files show the document format using invented business details and assumptions; they are not an approved loan packet or a forecast for your business.
Guarantee
A conditional refund is available when the published terms are met.
LoanLens does not approve loans or influence lender decisions. If the borrower receives a final written non-approval for the loan tied to a guarantee-eligible paid project, you can request a refund of the amount LoanLens collected minus the $99 non-refundable application fee. Eligibility is subject to the published conditions and exclusions.
Conditional money-back guarantee
Review the guarantee conditions and exclusions before purchasing.
Eligibility requires a timely loan submission using the LoanLens packet, commercially reasonable lender follow-up, accurate and complete information, and the other conditions in the Terms. Underwriting factors outside LoanLens's document-preparation work can make a claim ineligible.
- Applies only to the guarantee-eligible paid project tied to the specific loan request.
- You must use the prepared business plan and projection workbook with that loan request.
- Claims must be filed within 90 days of the lender's final non-approval notice.
- LoanLens may request the lender's written decision and other supporting records.
- The $99 application fee is non-refundable.
- Does not promise loan approval or replace your lender's review.
Prepare the SBA packet your lender asked for.
Start with guided intake, submit the packet for document quality review, and download your business plan and projection workbook. Each project is $599, including a $99 non-refundable application fee.