This is a preview of the guided path we are building for our high-producing partners. From your website to the page for what they came for, your platform shows each client one step at a time, under your brand and on your own web address.
A narrated walkthrough of what your client will experience. It runs just under two minutes.
Or step through it yourself.
The same path, one click at a time. This part has no sound.
Follow a client who wants
Sample client
It carries your name, logo and colors. Try one:
Every lead has somewhere to go.
The goal is your full program. When a client only wants funding, the platform still takes them in, and still gives you a second chance.
They want your full programThey enroll in Business Credit Builder & Funding, pay you, and the platform walks them through every step.
They only want fundingNo payment. Nobody pays to apply for funding. They go straight into your platform and submit their request.
Funding is not available to them yetThey are not turned away. The platform offers them your Business Credit Builder & Funding program, so a no today can still become a client.
It is your company the whole way through.
Your client stays with your brand from the first click to their goal.
Your web addressThe platform runs on your own domain, so the address bar shows your company from the first click to the last.
Your name, logo and colorsEvery screen and every email your client receives carries your brand.
Your agreementYour client accepts your agreement before anything else happens, and each acceptance is recorded with the date and time.
Your payment processorClients pay you for your program directly, in your own processor account. Funding alone never costs the client anything.
Built for a busy day.
This is designed for high-producing partners, whose leads arrive in volume, not one at a time.
No lead is left behindEvery form is saved the moment it is submitted, including when an ad campaign sends many at once.
Nobody waits on your staffEach client moves at their own pace. The platform tells them what to do next, so your team is not walking people through it.
They can stop and come backA client who leaves halfway picks up where they left off the next time they log in.
You see every client in one listEach lead and client shows where they are on the path, from new lead to working toward their goal.
Two ways to send people in.
Both open the same short form, and every lead is tagged to you automatically.
A button on your website
We give you a small piece to add to your site once. Your visitors click it and the form opens right there.
On your site:Get Started
Your own link
Use it in ads, emails and text messages. It opens the same form under your brand.
your-website.com/get-started
Where this stands.
This is in development. What you see here is a preview of what we are building, and details may change before it is released. We will let partners know when it is ready.