Can I pay for a higher partner status?

No. Production plans buy capacity and customization; status is earned by verified client work and quality ratings. That separation is what keeps the directory credible, which is exactly what makes your listing worth having.

Why a production plan instead of a retail subscription?

Retail plans are personal accounts with 3 to 5 plans a month. Production plans are built for client work at volume: 20 to 100 plans a month, full customization depth, team training, a directory listing and co-marketing behind your name. The subscription is not the point; the partnership around it is.

Does joining force me to change how I work?

No. Either you build the plan in your account, or your client builds it and shares it with you for review. The plan lives on PrometAI in both modes; your own process, checklists and lender relationships stay exactly as they are.

Will PrometAI send me borrower leads?

Founders who finish SBA-track plans and want financing are routed to listed SBA partners. We describe the mechanism and do not promise a volume, because we would rather under-promise than hand you a number we cannot stand behind.

What commission do I earn on referred clients?

A recurring commission on the subscriptions of clients you bring, growing with your partner status; the figures in the status table are directional. Exact terms are part of your partner agreement and are stated in writing before you sign anything.

Can I get custom templates or calculations?

Calculation customization is part of the Custom Calculations plan, and White-label partners can have custom template work scoped and quoted per build. Custom development is real engineering, so it carries a real price rather than hiding inside a subscription.

Is there exclusivity for my region?

Not in v1. Early partners shape the program, and regional arrangements are one of the things they can put on the table.

Overview Individual consultants SBA brokers Universities Accelerators Creators

SBA 7(a) Business Plan Software for Loan Brokers

SBA-ready business plans, at broker scale

PrometAI's SBA Partner Package produces SBA 7(a) business plans and financial projections at broker volume, from 20 to 100 plans per month, starting at $500 per month with a free one-month trial. Loan brokers and lending firms bill the plan as their own service. Partner status, directory listing, and referral commission are earned separately by client work.

Every SBA 7(a) application needs a business plan and financial projections. The SBA Partner Package turns that requirement from your cost center into your margin, and puts our marketing behind your name. In short:

SBA 7(a) plan production

Partner directory listing

Co-marketing to PrometAI's audience of 170,000+ users and plans combined

Commission on referred clients

Free one-month trial · Co-designed with our first partners

How the SBA partner program works

The PrometAI SBA partner program runs in nine steps. A broker passes quality assurance, activates a production plan, and builds SBA 7(a) plans for clients or reviews plans clients build. Listing in the SBA partner directory follows, then co-marketing climbs with status: email introduction, social posts, newsletter feature, joint webinar, and in-platform pop-ups inside the SBA template.

This is what the partnership looks like from the inside, shown at the level our top partners reach; day one starts smaller — the listing and the commission are there from the start, the rest is climbed. Click a step, or just watch it play.

Quality assessment passed, track record verified
Production plan active
SBA 7(a) template ready

One application, one call, one verification. Then everything below starts working for you.

Partner status: what is included, and where

PrometAI SBA partner status has four levels, none of them for sale: SBA Partner, Advanced, Premier, and Elite. Every partner is listed after quality assurance; Advanced starts at roughly 50 plans per month and Premier at roughly 100. Referral commission runs 15% to 25% recurring for 12 months, rising with status. Every partner starts with our quality assurance: we verify your track record independently before you are listed at all. From there, status climbs with the volume of plans you work with on the platform, whether you build them for clients or your clients build them with you. Nothing here is for sale.

	SBA Partner	Advanced SBA Partner	Premier SBA Partner	Elite SBA Partner
How you earn it	Quality assurance passed: verified track record, vetting call	~50 plans per month generated on the platform	~100 plans per month, strong client ratings	By selection from Premier: sustained volume and top ratings
VISIBILITY
Listing in the SBA partner directory			featured	top placement, profile spotlight
Email introduction: onboarding announcement to our audience
Newsletter feature: in-depth profile, reserved for the most advanced partners
Social media posts		1 post	3 post	3 post
Joint webinars and co-authored SBA content
In-platform pop-ups to founders in the SBA template
REFERRALS
Commission on subscriptions of clients you bring, recurring for 12 months	15%	20%	25%	25%

Plan volume counts everything you work with on the platform: plans you build for clients and plans your clients build through you. There is no separation between the two. Referred clients are credited via your referral link, your partner code, or plans you build in your own account. Commission figures are directional; exact terms are agreed individually with early partners. Directional example: 15% of a client on the $145/month retail plan is roughly $261 over 12 months, per client. White-label partners: visibility and referral terms agreed case by case.

Founders on PrometAI who need SBA financing are routed to listed SBA partners.

Terms for routed clients are agreed individually. We describe the mechanism and never promise a volume, because a number we cannot guarantee would not be worth much to you.

SBA business plan software pricing

The PrometAI affiliate program works in four steps: apply by telling PrometAI where your audience lives, receive a tracked link with a 90-day cookie window plus banners and content angles, publish reviews, tutorials, comparisons or course modules, then get paid monthly with a $50 minimum once payouts clear after 30 days.

	Start	Custom Presentation	Custom Calculations
Customization depth	SBA 7(a) template as shipped, limited customization	Full customization of the presentation: structure, sections, output branding	Full customization of the presentation: structure, sections, output branding
SBA plans per month	20	50	100
Plans shareable with the borrower for review
Platform onboarding and team training		onboarding session	training program, 3–5 hours
Support level	standard	priority	dedicated contact
PRICE
Price per month	$500	$1,000	$1,500
Effective cost per plan at capacity	$25.00	$20.00	$15.00

Start with a free one-month trial. Effective per-plan figures assume full monthly allowance.

Doing a handful of deals a month?

Run on the retail Pro plan — 5 plans a month at $145, same platform, same output — and step up to the production tiers when client volume grows into them.

Your production plan is a tool choice.

Your partner status is earned separately, by the client work you deliver, whichever plan you deliver it on.

Running plans under your own brand?

White-label is its own route, with full customization, integrations into your own stack, and terms scoped to your firm. White label business plan software.

How to qualify for the SBA partner program

Qualifying for the PrometAI SBA partner program takes three things: an independently verified track record in SBA lending, a short vetting call, and an active production plan. Status climbs by plan volume, roughly 50 per month for Advanced and 100 for Premier, and is reviewed periodically against the same numbers that earned it.

The entry bar

Listing starts with quality assurance, and it is not a formality. We independently verify your public track record: years in SBA lending, loans funded, the proof you show your own clients. A short vetting call covers who your clients are and how you handle a referred founder. The first borrowers we route to any partner run as a monitored pilot with a feedback loop. We decline applications that do not pass, because every weak listing costs every strong partner credibility. And every partner runs on an active production plan: working with the platform in your own practice is part of the quality bar, because we only route founders to people who know the tool their clients use.

Climbing

Status follows the volume of plans you work with on the platform, roughly 50 per month for Advanced and 100 per month for Premier, with strong client ratings required at Premier. Both modes count equally: a plan you build for a client and a plan your client builds through you are the same unit of work. Elite is not applied for; it is offered, by selection from Premier partners with sustained volume and top ratings.

Keeping it

Statuses are reviewed periodically against the same numbers that earned them. If your volume or ratings fall, we tell you first and you keep your listing while we talk; visibility perks adjust before anything else does. No status changes without you hearing about it from us before you see it on the page.

Partner with PrometAI on SBA lending

Tell us how you work today, and we will bring the terms and design the rest with you.

Verified listing, monitored pilot, honest arithmetic. That is the program.

FAQ

Lenders do not publish policies for or against AI-drafted plans. What underwriters reject is inconsistency: a narrative that does not match the financials, or a borrower who cannot explain their own numbers. That is exactly what the platform is built to prevent — one data model drives the narrative, the projections and the deck, and your client works in it instead of receiving a mystery document. Ask us for a redacted sample package and put it in front of your own lender before you commit; that is what the free month is for.