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 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.