The private label system is all about automation. That automation begins with the free pre-qualification and bankable scan that your prospects can run to see which non-bankable funding programs they pre-qualify for right now and where their business is in the process of becoming bankable. Currently less than one percent (1%) of small businesses in the United States are "Bankable". How do we know that? We ran a scan on 10,000 small businesses. We made sure those businesses had been in business at least one year, that they were an in good standing LLC, that they had a physical location, that they had less than one million in annual revenue and that they had 19 or less employees. The results were that only sixty-four (64) met the criteria for being bankable. That makes a huge market for you.

There is a massive misconception that "not bankable" is "not fundable". That is not true. The two are very different. In our private label system are over twenty (20) business funding programs that are "alternative" or "non-bankable" programs. In 2024 there was over four hundred billion dollars funded in the USA market to small businesses based on these programs. The automation of the private label system matches your prospects to the underwriting guidelines for these programs for their initial funding. Once your clients become bankable they can transition away from these non-bankable funding programs and into less expensive and more favorable terms bankable financing.

Just generating prospects does not make you much money. The larger part of your revenue generation will be turning those prospects into clients. The automation of your private label helps you do just that. Small business prospects who complete a 150 data point scan are immediately shown the funding programs they pre-qualify for right now and are taken down a funnel to apply for those programs. They are informed that applying will not cost them anything, will not impact their business or personal credit and they are under no obligation to accept any funding offers. The automation by itself has shown to convert thirty percent (30%) of pre-qualified prospects into submitting applications aka "Clients". By adding one simple direct phone call from you or your team, that conversion percentage has been shown to be around sixty percent (60%).

And the automation continues. Once your new "Client" applies for one or more funding programs their automated document collection portal immediately opens. Here they are directly the number of documents they need to upload and which documents those are. The automation makes it easy for them to quickly gather and upload the required documents to support their funding. On the dashboard in your private label system they are shown the status of their required document collection. In both emails and by logging into your private label success system they have access to their automated document collection system.

As soon as an automated document collection client portal is opened it triggers a drip notification system. These notifications go out every other day for seven (7) cycles or a total of 14 days. Each notice informs your clients of how many documents they have to upload, how many they have already uploaded and how many they have remaining. The notices remind them that their funding cannot take place until their required document collection has been completed. You are notified when a document collection file is completed or when a client has run the full cycle and not completed their document collection.

• 150 Data Point Business Scan
• Pre-Qualification & Application
• Automated Document Collection
• 20 Program Lender Database
• Fund Your Own or Done For You
• Builds Strong Business Credit
• Help Clients Become Bankable