Step 1 – Pre-Qualification
Begin with a quick online questionnaire to determine eligibility and gather important information about your personal and business credit goals. This helps us focus on serious, growth-minded clients.

Step 2 – Strategy Call
Schedule a consultation through our integrated calendar. Automated reminders via email and SMS ensure you’re ready to discuss strategies and next steps for your business journey.

Step 3 – Intake Forms & Document Upload
Complete detailed forms and securely upload required documents. Clients are separated into personal or business pathways to ensure tailored strategies and accurate processing.

Step 4 – Document & Data Collection

• Personal: Credit report, identification, date of birth, Social Security number, proof of address, utility bill.
• Business: Legal name, structure, EIN, NAICS code, formation documents, website, and banking records.

Step 5 – Membership Activation
Once verified, you’ll receive automatic access to our exclusive portal and dashboard, where you can upload branding materials and begin engaging with resources and the community.

Step 6 – Ongoing Engagement
Track disputes, funding progress, and milestones through your dashboard. Access a secure document manager, learning hub, and a network of like-minded entrepreneurs to keep moving forward.