Personal & Business Research and Funding Program — $1,000
Your next funding move starts with a clear plan. This $1,000 enrollment covers personalized research, financial profile analysis, and preparation to help identify personal and business funding opportunities that fit your goals.
Services may include:
• Review of your personal credit, business credit, and financial profile.
• Research of potential lenders, credit cards, loans, and business financing options.
• Review of lender requirements, income documentation, business history, and personal guarantee requirements.
• Review of applicable specialty reports, including ChexSystems, Early Warning Services (EWS), and LexisNexis.
• Identification of documentation gaps and factors that may affect funding eligibility.
• A personalized funding strategy, document preparation guidance, and application readiness support.
The $1,000 enrollment fee covers research, education, and preparation services only. It does not include the separate funding fee of 10%–15% of the total funding obtained, which is payable in addition to enrollment. The applicable percentage and payment terms will be outlined in your funding agreement.
The enrollment fee is not a loan or funding deposit. Approval, funding amounts, rates, and terms are determined by each lender and are not guaranteed.
2.9% processing fee included