Pricing scales with how you do SBA underwriting — pay per pull, prepay a deposit, or run on the Platform tier with API access. Add-ons turn each funded loan into recurring revenue. Effective 2026-08-07.
All tiers include audit logging, MFA, and IRS Practitioner Priority Service routing. Tier upgrades require an MSA signature. Reselling under your own brand? The wholesale lane is built for that against a committed monthly minimum.
Every plan tier supports these add-ons. They turn one-time per-pull revenue into ongoing per-loan revenue across the full 25-year SBA loan life.
Per-entity checkbox on every intake flow. Manager can also flip on team-wide auto-enroll from the dashboard.
We re-pull Records of Account on a configurable cadence using the same expert pipeline. A sweep that finds nothing new is not billed.
The moment the conditioned transcript lands, the enrollment closes itself. Nothing ever re-pulls without you opting in first.
Every pull runs the flag screener — CLEAN / WARNING / CRITICAL tags so servicing can triage at a glance.
On any completed entity, the "+ Cash-Flow Pack" button renders the PDF in seconds. Two-step confirm prevents accidental spend.
Manager toggles "Auto-attach" in the team panel. Every newly-completed entity gets the pack generated + billed automatically.
Three-year side-by-side: gross receipts → total income → deductions → net income → total tax. Sources cited at the bottom.
Pre-formatted rows for depreciation, interest, owner comp, non-recurring. Adjusted Cash Flow row in green at the bottom.
We pull the 941 Account Transcripts, parse the IRS transaction codes (TC 766 / 846 / 740 / 290 / 470 / 971), and deliver an auto-generated per-quarter status report: refund paid, claim pending, denied, or check returned undelivered.
When the ERC report surfaces a refund-returned-undelivered status, we recover it on the client's behalf. Flat fee per check — typically 30–50× ROI relative to the refund being recovered.
We confirm each entity’s actual election status before pulling, so a request never comes back no-record because someone guessed 1065 instead of 1120S. Also returns filing requirements, NAICS, and establishment date for size-standard and KYB checks.
Re-pull a prior entity for new years (e.g. an amended 2024 return just landed). We reuse the existing 8821 inside the 120-day window — no CSV upload, no re-signature, no full rate.
One PDF that consolidates findings across every entity on a multi-entity loan: filing status, no-record-found years with reason codes, civil penalty flags, aggregate balance-due exposure, and a recommended underwriter next-step.
Form 941 account transcripts plus outstanding payroll-tax and Trust-Fund exposure. Distinct from the ERC analysis — this is the one that catches a business current on its 1120S but behind on withholding.
When a no-record year is blocking a close, we prepare and file the missing return so the transcript exists. Turns an open closing condition into a completed one rather than something monitoring waits on indefinitely.
Upgrade your whole account to a same-day turnaround target. Your loans get expert-routing priority, a Premium SLA badge across customer-facing surfaces, and dedicated SLA monitoring on every request.
A 15-minute call walks you through the right tier + add-ons for your loan volume. We'll set up a free trial in real time.