Intake
Advanced Client Intake
This intake helps us understand your goals, timing, and what access to capital looks like for you. Once submitted, we’ll review your information and outline the appropriate next steps for a 1-to-1 engagement.
What we’ll review
- Your primary objective (home, refinance, vehicle, business capital)
- Your timeline (0–30, 30–90, or 90+ days)
- Key constraints (collections, late payments, utilization, inquiries, bankruptcies)
- Preferred level of support (Executive or Private)
Before you submit
- Have access to your credit monitoring account, if available
- Know your approximate income range
- Be specific about what you’re aiming to accomplish and why timing matters
Request a 1-to-1 Review
Submissions are reviewed in order. Not all requests are accepted.