Pre-Qualification System

From prospect
to funded,
in one funnel.

Your white label includes an unlimited 150-point business scan that instantly shows every client which funding programs they qualify for today, and exactly what's keeping them from the rest.

150
Data points scanned
20+
Funding programs
60%
Apply after one call
Pre-Qualification Results
Your Client's Scan Summary
SBA 7(a) Loan
Business Line
Equipment Finance
Bank Term Loan
Revenue-Based
USDA Business
Conventional RE
Invoice Factor
✓ 5 programs pre-qualified  ·  3 bankable items to address
Step One

150-Point Pre-Qualification & Bankable Scan

Your private label includes unlimited business pre-qualification and bankable scans. In minutes, the system pulls 150 data points on any prospect and shows exactly which funding programs they qualify for today.

Green checks confirm what's in place. Red indicators show what's blocking the rest. Every scan becomes a productive conversation starter, and a roadmap to revenue for both of you.

Step Two

Over 20 Business Funding Programs

Your private label contains pre-qualification guidelines for more than twenty business and real estate funding programs, each backed by at least ten direct lenders. The most commonly approved programs surface first, so prospects aren't overwhelmed.

From there, you choose: work with direct lenders yourself and earn the full commission, or opt-in to let the funding clearinghouse handle all processing while you collect your referral fee.

Funding Program Library
SBA 7(a) Loan ✓ Pre-Qual
Business Line ✓ Pre-Qual
Equipment Finance ✓ Pre-Qual
Invoice Factoring ✓ Pre-Qual
Revenue-Based ✓ Pre-Qual
SBA 504 Reviewing
Commercial RE Reviewing
USDA Business Reviewing
20+ programs · 10+ direct lenders each
Conversion Performance
Funnel Benchmarks
Complete the scan~85%
Apply with no call~30%
Apply after one call~60%
Prospects stay contained in your branded funnel from scan to submitted application.
Step Three

Pre-Qualification to Application Funnel

The system is designed as an end-to-end funnel, lead capture, scan, results, and application, all contained in your branded portal. It takes only minutes to complete.

Past results show roughly 30% of prospects submit an application without a single call from you. With one follow-up phone call, that number reaches around 60%. The funnel does the heavy lifting.

Step Four

Access to Non-Bankable Funding, and Beyond

There's a meaningful difference between funded and bankable. Non-bankable alternative funding is accessible, but expensive, typically 35% interest or higher, short terms of one to two years, and a ceiling around $250,000.

Bankable businesses access a different tier entirely: up to $5 million, repayment periods out to 20 years, and interest rates in the 12% to 15% range. Your system gives clients a clear view of where they are, and what it takes to move up.

Funded vs. Bankable
Status Max Loan Rate Term
Non-Bankable $250K 35%+ 1–2 yrs
Bankable ✓ $5M 12–15% Up to 20 yrs
Your platform shows clients the path to becoming bankable, and the revenue opportunity for you.
Document Collection Portal
Bank Statements (3 months)
Articles of Formation
Driver's License
Certificate of Good Standing
Business Credit Report
Tax Returns (2 years)
3 of 6 documents received
Reminder sent · Next reminder in 48 hrs
Step Five

Automated Application & Document Collection

Document collection is where most deals stall or die. Getting clients to upload bank statements, credit reports, articles of formation, certificates of good standing, and ID can drag on for weeks.

Your private label includes an automated document collection portal. Clients upload directly. They receive reminders every 48 hours for any outstanding items. You're notified of their progress, and when the file is complete and ready to move.

Get Started

See the funnel live. Decide with confidence.

A 30-minute demo shows you the full scan experience, the client journey, and how you'll earn. No pressure, no obligation.