Monthly Payment Plans To Conserve Cashflow & For Fast ROI
Get Started

Core
Turnkey Business



Fast Start To Generating Revenue
$1,999 to begin for the setup, then
11 monthly payments of $399.
  • All the tools you need to succeed
  • 150 data point prequalification scan
  • Built in business funding programs
  • Prospect to application funnel
  • Client funding range estimator
  • Owner's personal soft credit pull
  • Automated document collection
  • JSON files for easy API connects
  • Business credit building system
  • Your clients become bankable
  • Targeted marketing programs
  • Add unlimited referral partners
  • Over 100 direct lender database
  • Optional funding clearinghouses

Fast Growth

Pro
Marketing Guidance



Jump Started Marketing Guidance
$3,999 to begin for the setup, plus
11 monthly payments of $499.
  • Includes everything in the substantial Core Plan, plus ... marketing guidance
  • Extensive support for your prospect initial calls, funding calls and live coaching calls.
  • Marketing Guidance to help develop and maintain highly productive referral partners.
  • Includes 5 pre-paid client license credits to jump start your earnings, saving $1,000.
  • A dedicated account manager for 1 year to help jump start your earnings & success.
  • Hands-on onboarding and training for the system use and becoming an industry expert.
  • PipelinePro CRM tool support and the most effective usage practices direct guidance.
  • Account Managers offer support, providing updates on upgrades and new features.
  • The PRO plan's #1 goal is to help you drive completed pre-qualification success scans.

Dominate Marketing

Executive
Marketing Team



Professional Marketing Hands-On Setup
$6,999 to begin for the setup, plus
11 monthly payments of $599.
  • Includes everything in the Pro Plan, plus ... a professional marketing team
  • Game changing PipeLinePro CRM setup with developed outbound marketing. (+$97/mo)
  • Two (2) free Growth Strategy sessions with our professional marketing consultants.
  • Includes ten (10) pre-paid license credits to maximize initial ROI by saving you $2,000.
  • A free lead generation workflow reactivation sequence to past & current clients (3 emails).
  • A free lead generation follow-up workflow for warm already contacted leads (3 emails).
  • A free ‘how to’ sequence with directions for sign-up and taking action (3 emails).
  • 50 Hyper Targeted Referral Partner Leads in your Local Area to jump start your business.
  • Precisely personalized emails, sms, and voice outreach to engage referral partners.
  • Just ONE funded and bankable coached client can return your Executive Plan investment.

First Full Year Payment Plans To Realize Very Large Savings
Get Started

Core
Turnkey Business



Fast Start To Generating Revenue
$6,388 $3,999 for the year.
Saves over $2,300
  • All the tools you need to succeed
  • 150 data point prequalification scan
  • Built in business funding programs
  • Prospect to application funnel
  • Client funding range estimator
  • Owner's personal soft credit pull
  • Automated document collection
  • JSON files for easy API connects
  • Business credit building system
  • Your clients become bankable
  • Targeted marketing programs
  • Add unlimited referral partners
  • Over 100 direct lender database
  • Optional funding clearinghouses

Fast Growth

Pro
Marketing Guidance



Jump Started Marketing Guidance
$9,488 $6,999 for the year.
Saves over $3,400
  • Includes everything in the substantial Core Plan, plus ... marketing guidance
  • Extensive support for your prospect initial calls, funding calls and live coaching calls.
  • Marketing Guidance to help develop and maintain highly productive referral partners.
  • Includes 5 pre-paid client license credits to jump start your earnings, saving $1,000.
  • A dedicated account manager for 1 year to help jump start your earnings & success.
  • Hands-on onboarding and training for the system use and becoming an industry expert.
  • PipelinePro CRM tool support and the most effective usage practices direct guidance.
  • Account Managers offer support, providing updates on upgrades and new features.
  • The PRO plan's #1 goal is to help you drive completed pre-qualification success scans.

Dominate Marketing

Executive
Marketing Team



Professional Marketing Hands-On Setup
$13,588 $10,999 for the year.
Saves over $4,500
  • Includes everything in the Pro Plan, plus ... a professional marketing team
  • Game changing PipeLinePro CRM setup with developed outbound marketing. (+$97/mo)
  • Two (2) free Growth Strategy sessions with our professional marketing consultants.
  • Includes ten (10) pre-paid license credits to maximize initial ROI by saving you $2,000.
  • A free lead generation workflow reactivation sequence to past & current clients (3 emails).
  • A free lead generation follow-up workflow for warm already contacted leads (3 emails).
  • A free ‘how to’ sequence with directions for sign-up and taking action (3 emails).
  • 50 Hyper Targeted Referral Partner Leads in your Local Area to jump start your business.
  • Precisely personalized emails, sms, and voice outreach to engage referral partners.
  • Just ONE funded and bankable coached client can return your Executive Plan investment.

License Credits Activate Client's Become Bankable Accounts

How License Credits Work


 
  • When a prospect runs a scan they receive a limited access license to your private label system.
  • First, you can fund them without having to activate their become bankable success system license.
  • After they are funded you can charge clients $,$$$ to have access to the become bankable system.
  • You will use a license credit to activate their account which grants them full success system access.
  • License credits are $200 if purchased 1 at a time, $175 ea for 5, $150 ea for 10 and $100 ea for 20.
  • Purchased license credits do not expire, show up on your dashboard and can be used at any time.
Let's Review The 3 Goals That Earn You Money

Goal 1


Your client runs a pre-qualification scan
They pre-qualify for funding programs
They apply and receive initial funding
The system does all the work for you
You earn $,$$$ for the initial funding

Goal 2


Your client elects to become bankable
Professional coaches do all your work
Clients are bankable in 4 to 6 months
Clients are extremely pleased with you
You earn $,$$$ for a bankable client

Goal 3


Your client applies for bankable funding
They receive much larger business loans
Their rates are lower, terms are longer
The system does all the work for you
You earn $,$$$ for the bankable funding
Examples How Your Return On Investment Can Be Amazing

ROI #1


Fund just one business for $50,000
Use opt-In automated funding system
Earn up to $2,000 on their initial funding
Then earn $3,000 from live coaching
You're ROI will be $5,000+ on 1 client

ROI #2  


You generate 50+ scans every month
30% of scans pre-qualify for funding
30% of pre-quals apply and get funded
Those 5 clients earn you $5,000+ each
Are you earning $25,000/month now?

ROI #3   


87,261 accounting firms are in the U.S.
What if just 50 of them sent you scans
Even if they only sent 1 scan a month
You could have 50 scans every month
Scans from referrals pre-qual at +50%