Tell us about the business.
This fills the business identity sections across every document in the packet.
Who owns the business?
List every owner. Owners of 20% or more are typically guarantors. Each owner gets a pre‑filled Management Profile and SBA Form 413.
The project and the loan.
What the financing accomplishes. Enter only what applies; leave the rest blank.
Use of proceeds ($ amounts)
Project property (if real estate is involved)
Existing business debt.
Every business loan, line of credit, equipment note, and lease. Skip this step if the business carries no debt.
Generate your packet.
Each document downloads pre‑filled with what you entered. Review, complete anything personal in your PDF app, sign, and upload the finished packet through our secure portal.
Business Information & OwnershipFidelis Partners worksheet, pre-filled
Downloaded ✓Project & Use of ProceedsFidelis Partners worksheet, pre-filled
Downloaded ✓Business Debt ScheduleFidelis Partners worksheet, pre-filled
Downloaded ✓Management ProfilesOne per owner, name/title/ownership pre-filled
Downloaded ✓SBA Form 413, Personal Financial StatementOfficial SBA form, one per owner, identity pre-filled
Downloaded ✓Privacy by design: your answers are processed entirely in your browser and saved only on this device. Nothing is sent to Fidelis Partners until you upload your completed documents. Sensitive items like Social Security numbers are never asked for here; add those directly in your PDF app before uploading.
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