Client Information & Document File Share

Thank you for your continued interest. 


As an experienced third-party loan packager, we look forward to efficiently process your S.B.A. Storm Disaster Relief Loan, ensuring you quickly receive the funds you deserve.

To initiate the procedure of SBA Loan Aid to create your loan forms, paperwork and application, please fill out these Client Information questions:

Client Information



Thank you for your information!

We can initiate your loan now.

We will send to you our Services Agreement which spells out our services and fees​


We will create the following documents on your behalf :​

  • Business Loan Application​

  • Personal Financial Statement (SBA Form 413)

  • Schedule of Liabilities listing all fixed debts (SBA Form 2202).

  • S.B.A. Form 159-D - Agent Services Fee Disclosure form

  • IRS Form 4506-T, Request for Transcript of Tax Return

    • (This allows the S.B.A. to authenticate your financials)

Fees: $400 total.

  • $200 up front,

  • final $200 is due only after the loan funds are received by you.

As will be noted in the Service Agreement,

only half of the fee is due to begin processing of your loan documents. 

The remaining half is due only upon receipt of the S.B.A. funds into your account.

To send the initial $200.00,

please utilize the funds submission link here;

or mail a check to

SBA Loan Aid, 1934 Divisadero Street, San Francisco, CA 94115;

To complete your loan forms, paperwork and application, we require from you:

  1. Client Information Form requested above; and

  2. Your most recent Tax return 1040, and applicable form:

  • 1040 Schedule C, or

  • 1040 Schedule F, or

  • 1120-S Form, or 

  • 1099.​

  3. If desiring a home loan (for structural damage to your home),

  •  Your last mortgage statement, and

  •  Home insurance policy documents.

            Please send documents via

The loan process:


  • SBA reviews your credit before conducting an inspection to verify your losses.

  • An SBA verifier will estimate the total physical loss to your disaster damaged property.

  • A loan officer will determine your eligibility during processing, after reviewing any insurance or other recoveries. SBA can make a loan while your insurance recovery is pending.

  • A loan officer works with you to provide all the necessary information needed to reach a loan determination. The SBA's goal is to arrive at a decision on your application within two to three weeks.

  • A loan officer will contact you to discuss the loan recommendation and your next steps. You will also be advised in writing of all loan decisions.

Thank you.  We look forward to serving you, and helping you get the necessary funds to build back after this disaster.  We promise to be fully accessible and accountable during this process, and keep you updated on the progress.