Loan Readiness Package Order Confirmation

Congratulations! You have just finished purchasing your Loan Readiness Package!

Here is what happens next:

  • Within the next 10 minutes, you’ll receive an onboarding email with the link for scheduling your first Strategy Meeting
  • Inform us of the documents you currently have, don’t have, and have already begun
  • Learn about all of the different documents, how to complete them, and how the banks use them to assess your business
  • Learn about any other supporting documents the bank is going to require from you specific to your loan purpose
  • Create a strategy for you and your Advocate to work together to complete any of the incomplete or inaccurate documents
  • Schedule your second meeting where you will receive the completed loan package file with all of your new, complete, and accurate documentation that is ready to be sent straight to any banker at any bank

In case you don’t see the onboarding email, be sure to check your spam folder.

The onboarding email will contain a link for scheduling your first Strategy Meeting where we’ll assess where you are in your business and then create the right strategy to determine what steps are needed for completing the loan package.

You may also click the button below to schedule your first Strategy Meeting:

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