From prospect
to funded,
in one funnel.
Your co-brand front end includes an AI 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.
AI 150-Point Business Scan
Lead capture & data pull
Program Pre-Qualification
20+ programs matched instantly
Application Submission
30% apply before you call
Document Collection
Automated follow-up every 48 hrs
Funded or Bankable Path
Revenue for you. Results for them.
AI 150-Point Pre-Qualification & Bankable Scan
Your co-brand front end includes AI business pre-qualification and bankable scans. In minutes, the AI pulls 150 data points on any prospect, scores them against the proprietary Bankable model, 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.
Over 20 Business Funding Programs
Your co-brand platform 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 the done-for-you funding team takes over: direct lender placement, processing, closing, and fee collection, while you earn up to 40% of every deal.
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.
Platform benchmarks 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.
| Status | Max Loan | Rate | Term |
|---|---|---|---|
| Non-Bankable | $250K | 35%+ | 1–2 yrs |
| Bankable ✓ | $5M | 12–15% | Up to 20 yrs |
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 25% to 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. The proprietary Bankable Method gives clients a clear view of where they are, and what it takes to move up.
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 co-brand platform 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.
More inside your co-brand platform.
The pre-qualification funnel is one piece. Here's what else comes standard.
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.