
— Full credit profile analysis + Funding Readiness Score
— Personalized 90-day optimization roadmap
— Utilization paydown strategy & timing guidance
— Business entity checklist & setup recommendations
— Bank account seasoning blueprint
— Monthly check-in call (3 total)
— Graduation criteria — know exactly when you’re ready to apply
— Trade line placement strategy & sourcing
— Bi-weekly check-in calls (6 total)
— Business digital footprint setup (website, domain email, 411 listing)
— Bank statement coaching
— NSF elimination, deposit pattern targeting
— Soft-pull pre-qualification session (identify best personal loan options)
— Access to one à la carte add-on service of your choice