03 //Document vault
Every document a lender asks for, indexed in one vault.
Encrypted storage with bank-ready checklist progress — sample company data below.
Document Vault
12 documents · encrypted at rest
- CompleteBusiness tax return · 2025Tax Returns · Updated Mar 02 · Banker, CPA
- CompleteBusiness tax return · 2024Tax Returns · Updated Mar 02 · Banker, CPA
- CompleteBusiness tax return · 2023Tax Returns · Updated Mar 02 · Banker, CPA
- CompletePersonal tax return — J. Ellis · 2025Tax Returns · Updated Feb 26 · Banker
- Needs updatePersonal Financial StatementFinancials · Updated Jan 14 · Banker
- CompleteBusiness debt scheduleFinancials · Updated Feb 20 · Banker, CFO
- CompleteOperating agreementEntity · Updated Nov 08 · Attorney, Banker
- Needs updateRent roll · Q4Property · Updated Dec 30 · Banker
- MissingInsurance COIsInsurance · Updated —
- CompleteBusiness memoBank-Ready Package · Updated Mar 09 · Banker
- CompleteK-1 — Aurelius Holdings · 2025Tax Returns · Updated Mar 02 · CPA
- CompleteLease — 1400 Market StProperty · Updated Aug 21 · Attorney
Bank-Ready Package
3 of 5 complete
- Business memo
- Business tax returns (3yr)
- Personal tax returns (3yr)
- Personal financial statementRefresh overdue
- Debt schedule
This is what a lender expects to see before the first conversation. MYBA keeps it current and lets you share it securely in one click.
Your account
Sample data here. Upload your own files when you create an account.
We'll take you to the Document Vault after sign-up so you can run the same drag-and-drop workflow with your tax returns and statements.