Loan Qualification Assessment Order Confirmation

Congratulations! You have just finished purchasing your Loan Qualification Assessment!

I greatly appreciate your trust and confidence in me. Within the next 10 minutes, you should receive your onboarding email. In case you don’t see it, be sure to check your spam folder.

As a reminder, you should be ready to submit the following documentation:

  • 2020 and 2021 Business Tax Returns (or Profit & Loss Statements)
  • 2020 and 2021 Personal Tax Returns
  • Personal & Business Debt Summaries (templates will be included in your onboarding email)

If you have any questions, feel free to email me at