For SBA Loan Officers, Bank Underwriters & Commercial Lenders
Send one intake link. Applicants upload Personal Financial Statements, tax returns, and all required docs to organized sections—no account required. Include PDF templates they download, fill out, and upload in the same spot.
You email a checklist to the applicant. They reply with some attachments. You ask for what's missing. They send more—but to a different email thread. You email the PFS form. They fill it wrong. Three weeks later, you're still piecing together their file. Sound familiar?
See how loan officers are transforming their document collection process.
Email applicant a 47-item document checklist
Send one intake link with organized sections
Get scattered replies over weeks—some to wrong email threads
Applicants upload directly to the right categories
Email blank PFS forms, hope they fill correctly
PDF templates built into intake—download, fill, upload in one spot
Manually track who submitted what in a spreadsheet
Real-time dashboard shows exactly what's complete
Hunt through inbox to find latest document versions
Everything in one place, version history preserved
Chase applicants for missing items via phone and email
Clear visibility into outstanding items, automated reminders
Attach your Personal Financial Statement forms, SBA disclosure documents, and application forms directly to the intake link. Applicants see the template right where they need to upload it.
Required for SBA 7(a) loan application
SBA_Form_413.pdf
Download, complete, then upload below
Drop completed form here or click to upload
Purpose-built for collecting loan documentation at scale.
Borrowers and applicants just click the link and upload. No signup process, no forgotten passwords, no friction.
Financial statements, tax returns, collateral docs—each category has its own section. No more sorting through email attachments.
Attach Personal Financial Statements, application forms, and disclosure documents. Applicants download, fill, and upload in the same spot.
See exactly what's been submitted across all your applicants. Know instantly when documents arrive.
Get notified when applicants submit documents. No more checking email constantly.
Email verification, link expiration, full audit logs. SOC 2 compliant infrastructure for sensitive financial data.
Organized intake sections for the specific documents each loan type requires.
The SBA has extensive documentation requirements. Stop chasing applicants for every form.
Perfect for SBA loan officers managing multiple applicants
Coordinate equipment valuations, vendor quotes, and applicant financials in one place.
Streamline vendor and applicant coordination
Manage property documents, appraisals, and borrower packages across multiple properties.
Organized sections for each property in the portfolio
Fast-track revolving credit with efficient ongoing financial monitoring.
Streamlined renewal and monitoring process
"We process 50+ SBA loans per year. Before Vetting Vault, we were drowning in email. Now applicants upload to organized sections and we track everything in real-time. It's transformed our underwriting workflow."
VP of Commercial Lending
Community Bank, Southeast
"The PDF template feature is a game-changer. We attach our PFS forms right in the intake link. Applicants download, fill out, and upload—all in one place. No more emailing forms back and forth."
SBA Loan Officer
Regional Bank
Vetting Vault is a complete deal management platform for commercial lending.
Your document checklist is your data room. Live progress tracking built-in. Always know exactly where things stand.
Deal chat with @mentions, threaded comments on specific documents, automated notifications. Keep everyone aligned.
Full audit trail, version history, SOC 2 compliant. Complete documentation for regulatory requirements.