ADVISORYESTABLISHED BUSINESS OWNERS
Book a call.
One advisor reads your file the way a bank reads it, and sets out what has to be cleared before it is bankable. Nothing is filed and no application is sent on the call.
What the call is.
- Nothing is filed
- No application is submitted and no credit is pulled on the call. It is a reading of your file, not a step in an application.
- One advisor, the whole way
- The person who reads the file is the person who builds the plan and sits on the applications with you, live. You are not handed off.
- What you leave with
- What an underwriter would see today, which of the twenty compliance items are open, and the order the institutions would need to be approached in.
- The engagement, if there is one
- A one-time flat fee, not a percentage of what you access, with a $100,000 minimum in writing. Whether the file supports one is what the call decides.
Approvals, limits and terms are decided by the institutions and depend on your file. Nothing here is a promised amount, rate or date.