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NAICS 56141056

SBA Loans for Document Preparation Services

Document Preparation Services are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving document preparation services loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding document preparation services
Total loans
558
all programs
Approved $
$80.3M
last 5 years
Avg loan
$144K
median $145K
Most active lender
Bank of America, National Association
51 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
51.1%
20.1%
15.1%
7.9%
3.4%
1.6%
0.9%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
DOCUMENT PREPARATION SERVICES-FRIENDLY LENDERS

The 5 lenders that approved 41% of document preparation services SBA loans last year.

Submit your document preparation services profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for document preparation services

Bank of America, National Association
51
JPMorgan Chase Bank, National Association
50
Bank of Hope
49
Wells Fargo Bank National Association
35
Capital One, National Association
32
Citizens Bank, National Association
24

Top states for document preparation services loans

CA
104
TX
53
NY
43
FL
40
PA
24
GA
23
Loan records · Document Preparation Services
Showing largest 500 of 558 records
Sort:
Rocket Resume, Inc.
San Jose, CA · 95120
$5,000,000
7(a)
Community Bank & Trust-West Georgia$1.7M/job · 2025-08-07
SAGE DIRECT, INC.
Grand Rapids, MI · 49512
$4,630,300
7(a)
Old National Bank$220K/job · 2022-12-13
CCSD, LLC
Carlsbad, CA · 92011
$2,984,000
504
CDC Small Business Finance Corp.$71K/job · 2018-04-03
Professional Medical Billing, Ltd., Inc.
Saginaw, MI · 48603
$2,625,000
7(a)
Live Oak Banking Company$656K/job · 2018-12-20
Pistone-Rainsford, Inc.
Danbury, CT
$2,000,000
7(a)
Manufacturers and Traders Trust Company$100K/job · 2018-04-12
Lee H. Scott
Sacramento, CA · 95814
$1,564,000
7(a)
Plumas Bank$223K/job · 2015-12-22
Thibodo LLC
Vista, CA · 92081
$1,295,000
504
Mortgage Capital Development Corporation$65K/job · 2020-12-05
CPSstatements com Inc
Canton, OH · 44702
$1,250,000
7(a)
Celtic Bank Corporation$89K/job · 2014-01-27
POST MODERN EDIT LLC
Irvine, CA · 92606
$1,235,000
504
CDC Small Business Finance Corp.$62K/job · 2001-03-16
CORPORATE COMMUNICATIONS DISTR
Stone Mountain, GA · 30083
$1,168,000
7(a)
Wells Fargo Bank National Association$167K/job · 2002-09-30
NORTH SHORE CINEMA 8
Portland, TX · 78374
$1,102,000
504
LiftFund, Inc.$31K/job · 2004-07-09
AZTAC LLC
Harrisburg, PA · 17109
$1,095,600
7(a)
22nd State Bank, A Division of 22nd State Banking Company$157K/job · 2024-01-19
Growth Inc
Newark, DE · 19711
$1,000,000
7(a)
Wilmington Savings Fund Society FSB$48K/job · 2013-10-24
RSP MICROFILMING INC
Temecula, CA · 92591
$1,000,000
7(a)
Zions Bank, A Division of$18K/job · 2005-09-06
Hector Isaias Flores and Fernando Banuelos Flores
Los Angeles, CA · 90015
$999,000
504
California Statewide Certified Development Corporation$100K/job · 2019-07-12
PRINCETON TRANSCRIPTION INC
Flanders, NJ
$915,000
7(a)
Centerstone SBA Lending, Inc.$46K/job · 2024-07-09
SECOND IMAGE INC
San Dimas, CA · 91773
$914,000
504
CDC Small Business Finance Corp.$46K/job · 2006-07-12
Oklahoma Digital Abstract, LLC
Broken Arrow, OK · 74012
$900,000
7(a)
Prism Bank$180K/job · 2014-06-19
Quickest Tradeshow Services Inc.
Atlanta, GA · 30354
$794,000
504
Capital Partners Certified Development Company$61K/job · 2009-11-28
MEDI GRAFIX INC
Columbia, SC · 29210
$700,000
7(a)
Wachovia SBA Lending, Inc.$88K/job · 2004-10-05
KLFF MANAGEMENT INC
Reseda, CA · 91335
$697,500
7(a)
U.S. Bank, National Association$698K/job · 2002-10-16
Document Processing Solutions, Inc.
Brea, CA · 92821
$672,000
504
SBA CLSC Servicing$34K/job · 2012-03-06
TAPE SPECIALTY INC
Valencia, CA · 91355
$666,600
7(a)
Banc of California$14K/job · 2006-11-15
DOCUMART OF THE MIDSOUTH INC
Memphis, TN · 38138
$603,000
7(a)
INSOUTH Bank$35K/job · 2000-11-29
JJG Aquisition Company, LLC
Norristown, PA · 19403
$577,000
7(a)
Bank of America, National Association2004-08-13
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