Buddy SBA concierge

Build your SBA package with guidance, not guesswork.

Buddy turns a scattered borrower checklist into a guided SBA package. Start with chat or voice, let Buddy organize what matters, and keep full lender neutrality from start to finish.

Guided start

Tell Buddy what you are financing and get a structured next step.

Neutral matching

Up to three lenders can review your package and you choose who wins.

Secure return

Your own verified workspace — pick up right where you left off from any device.

What to expect
  1. 1
    Tell Buddy about the deal

    Share what you are buying, refinancing, or expanding.

  2. 2
    Build the borrower package

    Buddy organizes your application, documents, and SBA-ready narrative.

  3. 3
    Move into lender review

    Once your package is ready, matched lenders can compete for the deal.

Let's set up your workspace

A private space just for your SBA package — accessible from any device, always yours.

We'll only ever use this to save your progress and let you back in.

Secure SBA document portal

Buddy keeps your package private, shares only what your lender needs, and never shows storage links or internal review notes in this portal.

Private link • touch-safe upload flow • borrower-only view