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Applying for PPP Loan forgiveness.

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Smart Portal

You will receive an email invitation to apply for forgiveness through our Smart Portal. Using your pre-authorized login credentials, you’ll be able to apply for loan forgiveness and submit the required documentations instantly online.

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Document Requirements

Review the forgiveness guidelines in advance of going into the portal, the portal will generate the application on behalf of the borrower based on portal answers and will be signed/initialed via DocuSign. To get yourself a head start to the process, these are the required documents:

  • Payroll Report for the coverage period and reference period
  • Rent receipts for the coverage period
  • Utility paid receipts for the Covered Period
  • Mortgage interest for the Covered Period
  • Bank statements covering the Covered Period
  • Tax return for 2019
  • Other related expenses for the Covered Period
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Take Your Time

Your Forgiveness Application is not due until up to 10 months after the end of the Covered Period you select (either 8 weeks or 24 weeks from the initial loan disbursement), and your first loan payments are not due until after your Forgiveness Application is submitted and approved by the SBA.

Need help? Meet Armanino Vector

If the forgiveness process is starting to feel too overwhelming and you are looking for help, we would be happy to introduce you to a CPA firm we trust and exclusively work with. Armanino is one of the top 25 largest independent accounting and busines consulting firms in the United States. They will maximize your full forgiveness amount while making the process seamless and simple for you. You provide them the supporting documentation and they do the rest.

For more information on their Paycheck Protection Program (PPP) Loan Forgiveness Support Program

Learn About Armanino

Ready to get started?

What's the timeline?

Once you’ve submitted your application, The Loan Source has 60 days to review it; you will hear from us during that time if we have any questions. We will then submit your application to the SBA, which has 90 days to review and respond to The Loan Source. We will contact you as soon as we hear from the SBA.

Training & Resource Center

Our resource center is the go-to place to learn all things PPP, and to gain the information you need to quickly and efficiently apply for forgiveness.