Documents Collected.
Without Lifting a Finger.
The moment a client applies, their funding document portal opens automatically. Your system chases the paperwork so you can focus on closing.
Five steps. Zero manual chasing.
From the first scan to a completed document file, every step is automated and tracked inside your white-labeled platform.
Prospects Complete a Free Scan
The pipeline begins with a free pre-qualification scan. Prospects see which non-bankable funding programs they qualify for right now, and where their business stands on the path to becoming bankable.
We scanned 10,000 small businesses with at least one year of operation, LLC status, a physical location, under $1M annual revenue, and 19 or fewer employees. Only 64 qualified as bankable. That is less than 1%, and that gap is your market.
Prospects Pre-Qualify for Funding Programs
"Not bankable" does not mean "not financeable." Your private label system includes over 20 alternative and non-bankable business funding programs. In 2024, over $400 billion was funded to small businesses through programs like these.
The automation matches each prospect to the underwriting guidelines for the programs they qualify for, instantly, accurately, and without a single manual review from you.
Prospects Become Clients
Prospects who complete the scan are immediately shown their matched programs and funneled toward applying. They're told: no cost, no credit impact, no obligation. The system converts them by itself.
The automation alone converts approximately 30% of pre-qualified prospects into applicants. Add a single direct call from you or your team, and that rate climbs to around 60%.
Document Collection Opens Automatically
The moment a client applies for one or more funding programs, their automated document collection portal opens without any action from you. They are shown exactly how many documents are required and which ones they are.
The platform makes it simple for clients to gather and upload supporting documents. Their progress is tracked on the dashboard in real time. They can access the portal from email notifications or by logging into your branded system at any time.
The Notification Cycle Runs Itself
The moment a document collection portal opens, a drip notification system activates automatically. Notifications go out every other day for seven cycles, a total of 14 days.
Each message tells the client how many documents they have uploaded, how many remain, and that their funding cannot proceed until collection is complete. You are notified when a file is finished, or when a client has run the full 14-day cycle without completing it so you can follow up.
Every part of the process runs without you
The document collection system is just one layer of automation inside your white-labeled platform. Here is what is always working in the background.
Instant Portal Activation
The client's document portal opens the moment they submit a funding application. No setup required from you or your team.
14-Day Drip Notifications
Seven automated messages, every other day, reminding clients that their funding is on hold until their documents are complete.
Real-Time Dashboard Tracking
You see exactly where every client stands, documents received, documents outstanding, and completion status, all in one place.
Completion Alerts
You are notified when a client finishes their collection, so you can move their file forward immediately without checking manually.
Fallthrough Alerts
If a client completes all seven drip cycles without finishing, you are alerted immediately so you can reach out and rescue the pipeline.
Fully White-Labeled
Clients see your brand everywhere: the portal, the emails, the dashboard. The system runs on OwnersPath infrastructure, but it is 100% yours.
Document collection is just one piece
Explore the full picture of what your white-labeled platform includes.
150-Point Business Scan
The scan that starts the pipeline and surfaces every funding opportunity.
Pre-Qualification and Application
Automated matching and frictionless application flow for every client.
20 Program Lender Database
Pre-loaded, always-updated funding programs across 20 underwriting categories.
Build Business Credit
Guide clients from non-bankable to bankable with the FICO SBSS system.
Fund Your Own or Done For You
Handle funding in-house or let us do it, your choice on every deal.
Help Clients Become Bankable
The long game: a credit-building system that turns prospects into long-term clients.
See It Working Under Your Brand
Schedule a live demo and we will walk you through the full automation pipeline, document collection, drip notifications, dashboard, and everything else your white-labeled platform includes.