Pre-Qualify More Buyers. Close More SBA Loans.
LenderPass handles buyer pre-qualification intake, document collection, follow-up and financial verification, then delivers a complete buyer profile to your lending team, ready for review.
- Less Follow-Up
- Complete Documentation
- Financially Verified Buyers
- More Lending Opportunities
Built for SBA lenders that finance business acquisitions. Your team retains every lending, credit and pre-qualification decision.
Stop Chasing Documents. Start Reviewing Complete Buyers.
Your lending team shouldn't spend hours collecting documents and following up with acquisition buyers. LenderPass manages the front end of buyer pre-qualification, from the initial request through completed documentation and financial verification.
We collect the buyer information, chase the documents, verify the financials and hand your team a complete profile. You make the lending decision.
One Buyer. One AcquisitionPass.
Each buyer completes an AcquisitionPass: a standardized, financially verified acquisition profile containing the information and documentation your institution requires for pre-qualification.
- LenderPass
- manages the process.
- AcquisitionPass
- organizes the buyer.
- Your institution
- makes the decision.
Direct Account Verification
Buyers can securely connect supported financial accounts to verify available liquidity and financial assets rather than relying solely on uploaded statements.
Your Requirements and Minimum Criteria
Your institution can define its required documents and minimum buyer criteria, such as liquidity, net worth, target acquisition size, credit or other lender-defined requirements. LenderPass organizes the intake around those requirements so your team receives buyers who are ready for review. Where no minimum is set, LenderPass simply collects and presents the information.
Your Team Shouldn't Have to Chase Borrowers.
LenderPass tracks what's complete, identifies what's missing and follows up with buyers until their required information is submitted.
LenderPass doesn't just flag what's missing. It actively follows up on every outstanding item until the AcquisitionPass is complete.
When the file reaches your lending team, you're reviewing a completed profile, not figuring out what's still missing.
More Than a Document Portal.
LenderPass transforms the information collected from each buyer into a structured financial profile and verifies the underlying financial information before it reaches your team.
Every AcquisitionPass arrives in the same format: a standardized financial summary alongside the organized supporting documents. “Full Review Complete” means LenderPass has finished collecting and verifying the buyer's information, not a credit, eligibility or underwriting decision. LenderPass does not approve borrowers or issue SBA loan decisions; your institution applies its own credit criteria.
A Better Front End for Buyer Pre-Qualification.
- Step 1
Capture the Buyer
We capture buyers through your dedicated link, lender-specific intake, website workflow, CRM, email or supported integration.
- Step 2
Buyer Completes Their AcquisitionPass
LenderPass collects the information and documentation required by your institution and organizes it into a standardized AcquisitionPass.
- Step 3
We Follow Up and Verify
LenderPass identifies outstanding requirements, follows up with the buyer and verifies the financial information supporting the AcquisitionPass.
- Step 4
Your Team Reviews a Complete AcquisitionPass
Your lending team receives the completed profile and supporting documentation and applies its own pre-qualification and lending criteria.
Help Your Pre-Qualified Buyers Find Their Deal.
You don't just pre-qualify buyers. We help them find businesses to buy.
Pre-qualification doesn't have to end with a buyer waiting for the right business to appear. BuyerPass can continue matching and sharing acquisition opportunities with pre-qualified buyers based on their acquisition criteria, while your institution stays connected to a finance-ready borrower as they search.
Pre-qualify the buyer once. We help them find the deal you may ultimately finance.
- AcquisitionPass CompleteBuyer is organized and financially verified
- Lender Pre-Qualifies BuyerYour institution makes the decision
- BuyerPass Shares Matching DealsBased on the buyer’s acquisition criteria
- Buyer Identifies an AcquisitionA business that fits what they want to buy
- Potential Financing OpportunityYour institution is already connected
Make Your Buyers Stronger to Sellers.
Once a buyer completes your process and your institution pre-qualifies them, their BuyerPass profile can display a Pre-Qualified designation that shows financing readiness when they approach sellers and intermediaries.
A stronger buyer profile can help sellers and intermediaries distinguish serious, finance-ready buyers from unqualified inquiries.
Keep Your Workflow. Add LenderPass.
No complicated integration is required to get started.
Start Simple. Integrate When You're Ready.
LenderPass can fit into your existing workflow without requiring a new loan origination system or major technology implementation. Start with a dedicated LenderPass link or lender-specific intake path, with API and system integrations available for more automated workflows.
LenderPass can also integrate with your existing CRM or other supported systems to update buyer records, statuses and completed intake information as the buyer progresses through the workflow, so completed intake can flow back into your system of record rather than living in another disconnected tool.
API and system integrations are available based on your institution's existing technology and workflow.
Your team can start using LenderPass without waiting for an IT project.
Choose whichever entry point fits the way your team already works. Every option leads into the same LenderPass workflow.
Four Ways In. One LenderPass Workflow.
- Dedicated Pre-Qualification LinkLender shares a dedicated link directly with the buyer by email, text or website.
- Email / BCC IntakeA BDO forwards or copies the lender's dedicated LenderPass intake address.
- Existing Website / FormsThe lender keeps its existing website or buyer intake experience and routes the buyer into LenderPass.
- CRM / API IntegrationLenderPass connects with supported existing systems and can update the buyer record and workflow status.
- Buyer Enters LenderPass
- Buyer Completes Profile + Required Documents
- Financial Accounts Verified
- LenderPass Handles Missing Item Follow-Up
- Ready for Lender Review
See How LenderPass Fits Your Lending Workflow.
Streamline buyer pre-qualification, reduce manual follow-up, and create a better path from prospective borrower to funded acquisition.
Have Questions About LenderPass?
Talk with our team about your buyer pre-qualification process, lender requirements, integrations, or how LenderPass could fit your workflow.
Frequently asked questions
Does LenderPass make the lending or credit decision?
No. Your institution retains its lending, credit and pre-qualification decisions. LenderPass streamlines the workflow leading up to that review.
Do we need to replace our current systems?
No. LenderPass is designed to work alongside your existing website, CRM and loan intake process.
Can our institution determine what information is required?
Yes. Your institution can define its required documents and, where applicable, minimum buyer criteria such as liquidity, net worth or target acquisition size. Where no minimum is set, LenderPass simply collects and presents the information for your team to evaluate.
What happens when documents are missing?
LenderPass tracks outstanding requirements and follows up with the buyer, so your lending team does not have to manually chase every document.
What happens after we pre-qualify a buyer?
The buyer can remain active within BuyerPass and receive matching acquisition opportunities, helping them identify businesses that may ultimately require financing.