ACCESS FUNDING PASSPORT™

PREMIUM FUNDING POTENTIAL

YOUR TAILORED ROADMAP TO MAXIMUM FUNDING POTENTIAL

Access Funding Passport – Starter Tier $249.99

Your first step toward tailored funding solutions.

The Starter Passport is designed for individuals and businesses ready to begin their funding journey with clarity and strategy. This plan provides you with a customized analysis of your credit and financial profile, along with a clear funding roadmap to set you on the right path.

What’s Included:

• Full credit & funding analysis (review of credit report + bank statements)

• Personalized funding roadmap (entry-level version)

• 1 free $8.88 AI funding tool of your choice

• 30 days of access to our team for support and updates

• Flexible upgrade option into higher tiers at any time

Who This Is For:

Entrepreneurs, small business owners, and individuals who want expert insight into their funding potential without committing to a full package yet.

Access Funding Passport – Plus Tier $749.99

Premium analysis, optimized strategies, and hands-on support.

The Passport Plus unlocks a deeper level of strategy and support, giving you premium funding insights and tools to move forward with confidence. From full bank statement optimization to tradeline positioning, we prepare you for maximum approval potential while keeping your process simple and guided.

What’s Included:

• Everything in the Starter Passport, plus:

• Premium funding analysis with full bank statement optimization

• Tailored tradeline strategy for faster approvals

• Full access to the $8.88 AI tools package (all included)

• Direct funding recommendations to position you with the right lenders

• Priority 1-on-1 support throughout your 30-day Passport access

Client Outcome:

With Passport Plus, you’ll walk away with a clear, lender-ready profile, strategic guidance on your next moves, and priority support so you never feel stuck in the process.

*Getting Started:*

One-time Onboarding/Admin Fee – $249.99 (includes funding analysis, tailored sequence, and

execution; 10% success fee up to $1M; larger projects use custom engagement terms)

TIER 2 - $750 Done for You

TIER 3 - $ 1,249.99 PREMIUM FUNDING

TIER 4 - $ 7,997 PLATINUM PASSPORT

*What's Included:*

• Full Profile Analysis – Review of personal & business credit, bank statements, and industry type

• Tailored Funding Sequence – Step-by-step order of applications for maximum approval odds

• Pre-Funding Optimization – Recommendations to boost funding amounts before you apply

• Access to Exclusive Lender Database – Includes insider-only credit union & private lender contacts

• Admin & Concierge Support – Guidance during your funding sequence

• Funding Performance Tracker – Real-time portal to track progress

LAUNCH YOUR FUNDING ACCESS NOW

Frequently Ask Question

  • A: Initial funding analysis, your tailored funding sequence, and full execution support. A 10% success fee applies to funds acquired up to $1M.

  • A: Many clients begin receiving approvals within 1–3 weeks depending on profile readiness and lender cadence.

  • A: We prioritize soft-pull and low-inquiry options. Hard pulls occur only when strategically necessary.

  • : If you want to build credit and readiness yourself, choose the DIY Builder ($997). If you want hands- on sequencing and concierge support, choose the Passport.

  • : No. We provide the strategy, sequencing, and optimization to maximize your odds; approvals remain lender decisions.