Your new conversation
Your existing file has been completed, reviewed or closed. These new notes have not changed that file or its permissions. They remain temporary for up to 24 hours from when you started the conversation. Download a copy and contact hello@precisesba.com to discuss a new request.
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You're chatting with an AI assistant. Details
It organizes what you share and asks follow-up questions. It doesn't approve or decline financing, and it doesn't give legal, tax or financial advice. A person may review your information. We never charge you; if a loan closes, the lender may pay us a referral fee (how we get paid).
- 1Your planTell us what you want to do
- 2DocumentsUpload what's needed
- 3ReviewA person may review
- 4Your optionsYou choose what's next
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What to do next
What happens after that
- When your information is complete, a person may review it.
- We'll follow up by email. We never promise lender decisions or timelines.
- You choose what happens next. We introduce you to an SBA lender only if you say so.
Documents
Upload securely here, never by email or chat. PDF, image, Word or Excel, up to 15 MB. You can drag a file onto a row.
Your lender package
One download with what a lender needs to review your request: a summary write-up, cash flow spreads, a draft business plan, and the documents you've uploaded, in a single folder.
Built from your latest answers and uploads. The first one can take up to a minute.
Contact details for review
You can keep chatting now. Add your surname and phone before your file is ready for review. This does not opt you into text messages or lender sharing.
What we know so far
Something wrong or out of date? Tell the assistant and it will update your file.
Worth knowing
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