What you're getting
Upload a client's credit and business profile, and our system builds a strategic, step-by-step funding plan covering personal cards, business cards, lines, and loans, sequenced to maximize approvals and protect their score. You work the plan, you close the deals, the commission stays with you.
With every plan
A step-by-step application order across personal credit, business credit, and loans, built around your client's bureau scores.
Multiple business cards at 0% intro APR, with bureau ordering and inquiry timing handled for you.
Matched to SBA 7(a), term loans, and lines of credit based on profile and time in business.
Smart sequencing spreads inquiries across bureaus and times applications to protect the client's score.
Up to 3 rounds of sequencing per client, so you can keep building funding as the profile grows.
Generate, revisit, and track plans anytime from your dashboard, no waiting on a third party.