LoanDossier is your AI-assisted paperwork secretary. We tell you exactly which documents to gather and in what order, keep them organized, double-check the numbers, and help you present a complete package to lenders. You approve every step.
Lenders never pay us. We work for you.
Illustration of the planned checklist view. Not real customer data.
Most owners don’t get stuck on the business. They get stuck on the paperwork: long, shifting document lists, numbers that don’t quite match from one form to the next, and email threads with lenders that never seem to end.
In the Federal Reserve Banks’ 2025 Small Business Credit Survey, 42% of employer-firm applicants received all the financing they sought.
Source: 2026 Report on Employer Firms, Federal Reserve Banks. A complete file can’t guarantee an outcome, but it removes avoidable delays.Every lender has its own list, and it changes with loan size and type. It’s hard to know where to start.
A legal name that differs across forms, a missing month of statements, a P&L that doesn’t tie to the tax return: each one means another round-trip.
Email attachments, phone photos, a shared drive, a shoebox. Pulling it together takes hours you don’t have.
Follow-up questions arrive one at a time, often while you’re trying to run your business.
A clear path, one step at a time. You stay in control the whole way.
Tell us about your business and the loan you want. We give you an ordered checklist of the essential documents to gather first, and what comes next.
Add documents as you find them. Everything is sorted by stage and type, with reminders for what’s still missing.
We flag missing pages, outdated items, and numbers that don’t match, with a plain-English note on how to fix each one. You fix the source documents; we never change your figures.
Get a clean, indexed package with a one-page summary. Want help finding lenders or handling their questions? That’s what the add-ons are for.
Add-ons optionalNothing goes to any lender without your separate approval.
We start with the essentials and build up. Your roadmap adjusts to your loan type, industry, and time in business.
Who you are and that your business is in good standing.
How the business performs, with numbers that tie together.
What this particular loan needs, depending on type.
Every lender sets its own requirements and may ask for more. Your roadmap is a starting point, not a promise of what any lender will accept.
Pricing will be set with our pilot businesses. Join the pilot to help shape it and be first to know.
Everything you need to get your paperwork in order and ready to share.
For owners who don’t have lender relationships yet.
We handle the back-and-forth so you can keep running your business.
LoanDossier is paid for by the businesses we serve. Lenders don’t pay us, and we don’t take referral fees. You get organized, indexed files from owners who have done the homework.
Free for lendersDocuments organized by stage with a one-page summary up front.
Common mismatches are flagged and fixed by the owner before you see the file.
Ask follow-up questions in one place, with each answer tied to a document.
Files are shared only after the owner approves that specific lender.
These are the principles we’re building LoanDossier around. Specifics will be spelled out in our Privacy Policy before the pilot begins.
Documents are meant to be encrypted in transit and at rest, with multi-factor sign-in on accounts.
Nothing is shared with a lender without your separate approval, and you can revoke access.
Your documents are used to serve you, not to train AI models.
Ask us to delete your files and we’ll remove them, subject to any legal record-keeping duties.
Plain talk: we’re a new company and don’t hold third-party security certifications yet. We never ask for your Social Security number on this form, and we’re happy to answer any question about how your data is handled before you share a single document.
Don’t see your question? Ask it in the form below and we’ll get back to you.
No. LoanDossier does not lend money, make credit decisions, or set loan terms. We help you prepare and organize your paperwork. Lenders make their own decisions.
No. No one can honestly promise that. A complete, consistent file helps you avoid preventable delays, but approval and terms are always up to the lender.
You and the LoanDossier team members working on your file. A lender sees your package only after you approve that specific lender, and you can revoke access.
No. You pay a subscription; lenders don’t pay us and we don’t take referral fees. That keeps us working for you.
No. We’re an independent company and not affiliated with the U.S. Small Business Administration. The SBA offers a free tool called Lender Match, and we encourage you to use it alongside us.
We’re setting prices together with our first pilot businesses. Join the pilot and you’ll hear about pricing before anyone else, with no obligation to sign up.
Plans are month-to-month. If you cancel, you can download your organized files, and you can ask us to delete your data.
Small and growing U.S. businesses preparing to apply for a business loan, starting with Southern California. At launch we focus on loans only, not equity investment.
Tell us a little about your business. It takes about three minutes. We’ll follow up with next steps and an invitation to the pilot.
Join the LoanDossier pilot for Southern California small businesses.