Pipeline summary — week of Feb 13, 2026
SBA loan document pipeline for leadership. Everything below is calculated live from the tracker.
This shows where things stand on Feb 13, 2026. Week-over-week changes aren't available yet because the tracker doesn't keep history — that's planned for a later version.
Pipeline snapshot
Total loan volume
$15.6M
60 applications · $15,620,000
Active applications
60
Still collecting or reviewing
Stalled applications
19
$6.1M in loans waiting on documents
Complete applications
0
All documents in
Document completion
24%
146 of 620 documents
Expiring / expired
4 / 41
Expiring in 30 days / expired (past date or marked Expired)
Stalled applications (19)
Missing documents and nothing new received in 14+ days. Longest-waiting first.
| Business | Processor | Loan amount | Outstanding docs | Days since activity |
|---|---|---|---|---|
| Harbor Fish Market APP-2026-1060 | Aisha Patel | $110,000 | 5 | 65 |
| FreshCo Grocery APP-2026-1056 | Aisha Patel | $260,000 | 1 | 45 |
| Elite Fitness Center APP-2026-1047 | Ricardo Fuentes | $230,000 | 7 | 41 |
| Ace Hardware Downtown APP-2026-1014 | Aisha Patel | $490,000 | 4 | 33 |
| Unity Health Clinic APP-2026-1002 | Aisha Patel | $290,000 | 2 | 33 |
| Bluebird Cafe APP-2026-1010 | Ricardo Fuentes | $290,000 | 7 | 28 |
| Zenith Engineering APP-2026-1012 | Ricardo Fuentes | $180,000 | 5 | 25 |
| Oasis Spa & Salon APP-2026-1035 | Ricardo Fuentes | $420,000 | 3 | 24 |
| Precision Machine Works APP-2026-1005 | Janet Morrison | $210,000 | 2 | 24 |
| Maple Street Deli APP-2026-1053 | Aisha Patel | $440,000 | 7 | 23 |
| Silver Lining Bakery APP-2026-1020 | Janet Morrison | $340,000 | 5 | 19 |
| Diamond Auto Body APP-2026-1015 | Aisha Patel | $500,000 | 5 | 18 |
| Keystone Property Mgmt APP-2026-1027 | Ricardo Fuentes | $440,000 | 6 | 18 |
| Summit Construction APP-2026-1049 | Ricardo Fuentes | $180,000 | 1 | 17 |
| Golden Gate Cafe APP-2026-1036 | Janet Morrison | $380,000 | 3 | 16 |
| Metro Dental Group APP-2026-1001 | Aisha Patel | $390,000 | 3 | 15 |
| Main Street Books APP-2026-1051 | Ricardo Fuentes | $370,000 | 4 | 15 |
| Iron Works Fabrication APP-2026-1040 | Ricardo Fuentes | $350,000 | 4 | 15 |
| Rapid Delivery Co APP-2026-1026 | Aisha Patel | $190,000 | 3 | 15 |
Document expirations
Expired documents count as missing until the borrower sends a fresh copy.
Expiring in the next 30 days (4)
| Business | Document | Processor | Expiration |
|---|---|---|---|
| Main Street Books | Bank Statements (90 day) | Ricardo Fuentes | Feb 26, 2026 Expires in 13 days |
| Premier Staffing Group | Bank Statements (90 day) | Janet Morrison | Mar 7, 2026 Expires in 22 days |
| BlueSky Travel Agency | Bank Statements (90 day) | Janet Morrison | Mar 10, 2026 Expires in 25 days |
| Jade Garden Restaurant | Bank Statements (90 day) | Ricardo Fuentes | Mar 11, 2026 Expires in 26 days |
Expired (41)
| Business | Document | Processor | Expiration |
|---|---|---|---|
| Dreamscape Design | Bank Statements (90 day) | Janet Morrison | Feb 7, 2026 Expired 6 days ago |
| Bluebird Cafe | Bank Statements (90 day) | Ricardo Fuentes | Jan 21, 2026 Expired 23 days ago |
| Crown Jewelers | Bank Statements (90 day) | Ricardo Fuentes | Jan 19, 2026 Expired 25 days ago |
| Northstar Accounting | Bank Statements (90 day) | Ricardo Fuentes | Jan 13, 2026 Expired 31 days ago |
| Bayview Restaurant | Bank Statements (90 day) | Ricardo Fuentes | Dec 28, 2025 Expired 47 days ago |
| Hilltop Dental Care | Bank Statements (90 day) | Janet Morrison | Oct 16, 2025 Expired 120 days ago |
| Northstar Accounting | Insurance Verification | Ricardo Fuentes | Nov 7, 2026 Marked expired — check date |
| Noble Gas Station | Insurance Verification | Janet Morrison | Jan 1, 2027 Marked expired — check date |
| Pioneer Electric | Insurance Verification | Ricardo Fuentes | Feb 11, 2027 Marked expired — check date |
| Zenith Engineering | Personal Tax Returns (3yr) | Ricardo Fuentes | Jan 9, 2029 Marked expired — check date |
| Keystone Property Mgmt | Personal Tax Returns (3yr) | Ricardo Fuentes | Jan 25, 2029 Marked expired — check date |
| Pacific Auto Repair | Personal Tax Returns (3yr) | Aisha Patel | Jan 25, 2029 Marked expired — check date |
| Canyon Creek Ranch | Business Tax Returns (3yr) | Ricardo Fuentes | Feb 1, 2029 Marked expired — check date |
| Jade Garden Restaurant | Personal Tax Returns (3yr) | Ricardo Fuentes | Feb 9, 2029 Marked expired — check date |
| Ace Hardware Downtown | SBA Form 912 | Aisha Patel | — Marked expired |
| Atlas Moving Co | SBA Form 912 | Ricardo Fuentes | — Marked expired |
| Coastal Roofing LLC | Lease Agreement | Ricardo Fuentes | — Marked expired |
| Crown Jewelers | Debt Schedule | Ricardo Fuentes | — Marked expired |
| Delta Logistics | Lease Agreement | Ricardo Fuentes | — Marked expired |
| Delta Logistics | Business Licenses & Permits | Ricardo Fuentes | — Marked expired |
| Eagle Eye Security | Business Financial Statements | Ricardo Fuentes | — Marked expired |
| Elite Fitness Center | SBA Form 1919 | Ricardo Fuentes | — Marked expired |
| Good Earth Organics | Lease Agreement | Janet Morrison | — Marked expired |
| Good Earth Organics | Articles of Incorporation | Janet Morrison | — Marked expired |
| Hilltop Dental Care | Articles of Incorporation | Janet Morrison | — Marked expired |
| Iron Works Fabrication | SBA Form 1919 | Ricardo Fuentes | — Marked expired |
| Keystone Property Mgmt | SBA Form 1919 | Ricardo Fuentes | — Marked expired |
| Liberty Tax Services | Articles of Incorporation | Aisha Patel | — Marked expired |
| Noble Gas Station | Business Financial Statements | Janet Morrison | — Marked expired |
| Northstar Accounting | Debt Schedule | Ricardo Fuentes | — Marked expired |
| Pacific Auto Repair | Business Financial Statements | Aisha Patel | — Marked expired |
| Pacific Auto Repair | Articles of Incorporation | Aisha Patel | — Marked expired |
| Pacific Auto Repair | Lease Agreement | Aisha Patel | — Marked expired |
| Pioneer Electric | Business Licenses & Permits | Ricardo Fuentes | — Marked expired |
| Pioneer Electric | Ownership Verification | Ricardo Fuentes | — Marked expired |
| Premier Staffing Group | SBA Form 912 | Janet Morrison | — Marked expired |
| Quality Tire Center | SBA Form 1919 | Aisha Patel | — Marked expired |
| Rapid Delivery Co | SBA Form 912 | Aisha Patel | — Marked expired |
| Riverbend Veterinary | Debt Schedule | Aisha Patel | — Marked expired |
| Unity Health Clinic | Business Financial Statements | Aisha Patel | — Marked expired |
| Valley Auto Glass | SBA Form 1919 | Janet Morrison | — Marked expired |
Workload by processor
Documents across each processor's applications.
| Processor | Applications | Stalled | Outstanding docs | In progress | Complete |
|---|---|---|---|---|---|
| Aisha Patel | 18 | 8 | 61 | 86 | 39 |
| Janet Morrison | 18 | 3 | 60 | 73 | 48 |
| Ricardo Fuentes | 24 | 8 | 103 | 91 | 59 |
Top bottleneck document types
The documents we are most often still waiting on (not received yet, or expired).
| Document type | Outstanding | Of which expired |
|---|---|---|
| Business Licenses & Permits | 22 | 2 |
| Debt Schedule | 21 | 3 |
| Personal Tax Returns (3yr) | 20 | 4 |
| Business Financial Statements | 20 | 4 |
| Ownership Verification | 20 | 1 |
Generated from Doc Tracker as of Feb 13, 2026. Week-over-week comparison not yet available.