Client Success Portal
Complete each stage to activate your funding journey.
Lock In Your Spot
Your retainer secures your spot and activates our team. We limit how many clients we work with to ensure quality.
This agreement formalizes our relationship and gives us permission to work as your funding advisory team.
While we're working together, do not apply for any new credit without speaking to us first. This includes credit cards, loans, store cards, and anything that pulls your credit.
First violation: We reset and explain what happened.
Second violation: Engagement ends. No refund.
Get Financially Visible
Download our secure portal app to upload documents and communicate with our team.
Upload these documents through your portal app:
- Government-issued photo ID (driver's license or passport)
- Social Security card or SSN document
- Proof of address (utility bill, bank statement)
Upload these business documents through your portal:
- Articles of Organization
- EIN letter from the IRS
- Operating Agreement (if applicable)
- 3-6 months of business bank statements
Set up credit monitoring and upload your logins securely in the portal. This lets us track your profile in real-time.
Position Your Profile
If you have any fraud alerts or credit freezes, remove them now. Log into each bureau and check your security settings.
- Check Experian for freezes/alerts
- Check TransUnion for freezes/alerts
- Check Equifax for freezes/alerts
- Review your profile against our funding thresholds
- Add strategic tradelines where needed
- Work on removing harmful inquiries and negatives
- Lift any flags that would block approvals
Your only job: stay responsive when we reach out for confirmations or additional info.
Architect Your Funding Plan
This is where we design your personalized funding roadmap: which banks, in what order, on which bureaus, and for what purpose.
Come to your strategy session ready to discuss:
- Your funding goals (how much capital you're targeting)
- Your availability for text verifications on application days
- Funds set aside for relationship deposits
Build Your Banking Foundation
Open 3-5 strategic accounts using our guides. This positions you as a trusted relationship before we apply for credit.
For each new account:
- Receive and activate your debit card
- Set up online banking access
- Upload logins securely to your portal
- Keep relationship deposits in place