Includes all you need to create a huge ROI ...

The Core Plan includes the following services:

Unlimited Pre-Qualification Success Scans
The ability to run unlimited pre-qualification success scans for excellent lead generation.

Unlimited Affiliates, Referral Partners & Staff
Set up unlimited affiliates, referral partners and staff members with no additional fees.

Automated Funding Process
Automated applications, document collection, direct lender placement and funding.

Earn Revenue From Everything
Earn revenue from the support vendor services, such as; phones, websites, entities, etc.

All Done Under Your Banner
All done under your banner allowing you to quickly and easily scale your business.

Built-in Professional Team
Professional advisors and funding programs that do the work for you to fund your clients.

Large Live Coaching Revenue
Generate revenue of $3,000 to $10,000 or more on one funded and bankable coached client.

Single Client ROI
Your return on investment could be just one client, now imagine what 50 clients would bring.

Extensive Training LMS and AI Support
The industry’s best and most comprehensive 45 Module Training LMS to make you and your staff experts in the business financing, business credit and becoming bankable niche.

Extremely Scalable
Due to the fact that all you really need to focus on is lead generation in the form of completed pre-qualification success scans, everything else from the initial prospect calls, to the applications, to document collection, to funding, to fee collections and then to live professional become bankable coaching for your clients can be opted-in for and done for you. This leaves you free to focus on marketing, driving traffic, recruiting affiliates and referral partners, which in turn allows you to massively scale your business without adding expensive staff or other resources.

Ten Marketing Programs
The Core Plan includes ten proven highly effective marketing programs to assist in driving targeted traffic for completed prequalification success scans. This includes recruiting affiliates and referral partners, that can allow you to massively scale your business without adding expensive staff or other resources.

Almost No Effort Commissions
Earn funding program commissions for simply generating the free pre-qualification success scans. No chasing prospects around, no phone tag, no ghosting, no wasting time on deals that don't close, no clients calling you multiple times each day.

Everything in the Basic Plan, Plus …

The Pro Plan includes the following services:

Account Management Services for Pro Plans
For the Pro Plan, you are provided with comprehensive Account Management services tailored to ensure Private Labels maximize the value and efficiency of their experience. The Account Manager’s role is to act as a dedicated point of contact for Private Labels, offering expert guidance, training, and ongoing support.

Single Point of Contact
Each Private Label is assigned a dedicated Account Manager who serves as their main point of contact for all inquiries, support requests, and service updates. This approach simplifies communication and fosters a strong, consistent relationship.

Guidance on Best Practices
Account Managers provide Private Labels with insights into industry best practices and the most effective ways to utilize the Success System. This includes strategic advice on leveraging the platform to enhance client engagement, optimize service delivery, and maximize revenue potential.

Onboarding and Training
Account Managers facilitate the onboarding process, ensuring a seamless setup and integration of the Success System into the Private Label’s operations. Comprehensive training is provided to equip Private Labels with the knowledge and tools necessary for effective system use, empowering them to leverage the platform’s full capabilities.

Accountability and Compliance
Account Managers are responsible for ensuring Private Labels adhere to the highest standards and guidelines. They monitor compliance with service protocols and advise on necessary adjustments, helping Private Labels maintain a high level of service quality and align with the highest core values and operational standards.

PipelinePro CRM Support and Guidance
We highly recommend PipelinePro as the third-party CRM solution for Private Labels. The Account Managers are well-versed in PipelinePro and can provide Private Labels with additional guidance on the CRM’s setup and effective usage. While PipelinePro remains responsible for onboarding, setup, and primary support, the Account Managers can offer creative and effective strategies to maximize the CRM’s potential. This includes custom recommendations for organizing lead flows, automating tasks, and setting up processes to streamline Private Label operations within PipelinePro.

Ongoing Support and Optimization
Throughout the relationship, Account Managers offer continuous support, providing timely updates on system upgrades, new features, and additional service offerings. They work proactively with Private Labels to identify areas for improvement and suggest optimizations to enhance system performance and overall client satisfaction.

An extra 5 License Credits
Pro Plan Private Labels also receive an additional five (5) success system license credits which is a $1,000 savings on pre-paid activated clients. These pre-paid success system licenses can then be sold to your becoming bankable clients potentially generating tens of thousands in fast jump start revenue for your private label business creating a near instant ROI for your Pro Plan investment.

Everything in the Basic and Pro Plans, plus hand held marketing assistance to become successful ...

The Executive Plan includes the following services:

Game changing PipeLinePro CRM setup
The Ultimate "All-IN-ONE" Sales Pipeline, Management & Marketing Automation Platform that if used right can take your business to the next level. PipeLinePro has Unlimited Sales Pipelines & Opportunity Stages. This is the core of PipelinePro. You can create as many Sales Pipelines as you'd like so that you can see and track all your sales processes at all times. Every lead you generate becomes a new Opportunity Stage front-and-center in your PipelinePRO dashboard.

A Developed Outbound Marketing System
Having a fully “Setup For You” PipeLinePro platform is not enough. With the Executive Plan you will also receive a fully developed for you outbound marketing system designed for the sole purpose of helping you become successful.

Growth Strategy sessions with our Executive Marketing Team
Our Executive Marketing Team are highly skilled professionals with years of experience in driving specifically targeted traffic. You will receive two (2) free Growth Strategy Sessions designed to quickly jump start your business.

Lead Generation Workflow Sequence To Past, Current and Future Clients
This one (1) free session is designed to create 3 highly targeted emails to reach back out and engage past clients and prospects. At the same time these sequenced emails can be utilized to engage all current and future prospects and clients.

Lead Generation Follow-Up Workflow For Warm Contacted Leads
Now that you have a prospect partially on the hook, how do you close them? This lead generation follow-up workflow is designed to help you do that. It includes one (1) free “how to” strategy session for your follow-up closings plus three (3) sequenced emails to support your closings.

‘How To’ Sequence With Directions For Client Sign-Up and Taking Action
The whole point of your success system is not to just provide initial funding, it is to help your business clients grow, succeed and become bankable. In order for that to happen they must become your Live Coached clients. Less than 1% of business owners ever become bankable on their own, they must have a live professional coach to get it done. This one (1) free strategy session is designed to assist you in becoming that closer for your live professional coaching services while at the same time increasing your per client earnings by thousands of dollars per closed client. It also includes three (3) highly targeted and sequenced emails to assist in your Becoming Bankable sales closings.

50 Hyper Targeted Referral Partner Leads
The backbone of a highly successful and incredibly profitable Executive Plan Private Label is the recruitment of targeted referral partners. There are over 88,000 small business accounting firms in the United States that all are doing the books and the taxes for their small business clients. Less than 1% of their business clients are bankable meaning you have an incredible service to offer their clients so that those clients will be highly more likely to stay in business and remain their clients. There are over 100,000 commercial insurance agents with the same problem and the same clients. There are over 45,000 SEO and Local Area Listing agencies with exactly the same clients with exactly the same problem. You with your private label solve those problems. This part of the Executive Plan provides you with 50 hyper targeted referral partners leads in your Local Area with a complete background work-up and personalized sequenced three (3) mails to help you open the engagement door. You will also receive referral partner closing techniques and follow-up marketing videos. Prospect leads from targeted referral partners pre-qualify and close at rates up to 30 times higher than any online mass marketing leads. You have built in credibility and rapport with small business leads generated from trusted referral partners.

Precisely Personalized Messaging
Recruiting and Closing Referral Partners is one thing, keeping them engaged is quite another. This Executive Plan program is designed to assist you in keeping your referral partners engaged and productive through the use of targeted SMS text campaigns, email drip campaigns, pre-recorded webinars, and client update status reports. This program also includes a voice outreach campaign sequence.

An extra 10 License Credits
Executive Plan Private Labels also receive an additional ten (10) success system license credits which is a $2,000 savings on pre-paid activated clients. These pre-paid success system licenses can then be sold to your becoming bankable clients potentially generating tens of thousands in fast jump start revenue for your private label business creating a near instant ROI for your Executive Plan investment.