THE ULTIMATE FUNDING BUNDLE
Who is this for?
What is this?
Entrepreneurs and business owners looking to secure funding for their own businesses or their clients. If you're unsure of how to navigate the funding landscape, want to avoid common mistakes, and need a roadmap to make the process smoother, this bundle is for you.
A complete, easy-to-use bundle of guides and tools designed to help you successfully secure funding. From step-by-step instructions on structuring your business for funding to a curated list of pre-approval banks and funding options for ITIN holders—this bundle gives you everything you need to confidently approach the funding process. PLUS, you’ll get access to actionable tips, cheat sheets, and checklists to simplify the process and boost your approval chances.
Top 10 Funding Do’s and Don’ts
Securing funding isn’t just about applying for credit; it’s about understanding the process. This guide breaks down the key do’s and don’ts to help you avoid common mistakes and maximize your chances of success. From credit profile management to building strong banking relationships, it’s all here
Top Funding Do’s and Don’ts for New Funding Company Owners
If you're starting out in the funding business, this guide provides crucial insights on how to build a successful company. From setting clear pricing strategies to building strong client relationships, this guide will help you establish a solid foundation for long-term success
Required Documents Cheat Sheet for Funding
This cheat sheet ensures you’re fully prepared when applying for funding. It outlines all the essential documents that financial institutions require, making the process smoother and more efficient for both you and your clients
Everything You Need to Know About Tradelines
Expand your knowledge of tradelines with this in-depth guide. Learn how to effectively use tradelines to build and strengthen your credit profile, making it easier to qualify for larger funding amounts. This is essential knowledge for anyone serious about improving their credit
List of Pre-Approval Banks
This resource highlights banks and credit unions that offer pre-approval on their credit products. By knowing which institutions provide pre-approvals, you can save time and avoid unnecessary hard inquiries on your credit
100 Credit Unions and Their Best Products
With so many credit unions out there, knowing where to apply can be overwhelming. This resource highlights 100 top credit unions and their best financial products, giving you direct access to the ones that offer the most competitive terms for everything from business accounts to personal loans
100 Different Approaches to Naming Your LLC
Choosing the right name for your business is crucial, and this guide offers 100 creative, professional, and bank-compliant LLC name ideas. You’ll find names that reflect your brand’s vision while ensuring compliance with legal and financial standards
10 Steps to Properly Structuring Your Business for Funding
This comprehensive guide takes you through the exact steps needed to build a credible, fundable business. Whether you're setting up your own business or a client’s, these strategies ensure you’re ready to secure funding—from maintaining consistency in your business name to forming your LLC correctly
Funding List for ITINs
For entrepreneurs without a Social Security Number (SSN), finding credit can be challenging. This curated list details the banks that offer credit products to ITIN holders, allowing you to broaden your client base and serve a wider range of entrepreneurs
The Denial Guide
his guide takes you through exactly what to do when the bank says “no.” From understanding why your application was denied to exploring ways to turn things around, this guide helps you break down the reasons behind the rejection and figure out your next move. Learn how to reapply, improve your credit profile, and even build relationships with bankers who can support your future applications. Plus, we’ll show you alternative funding sources to keep your options open. Whether it’s reconsideration, refining your strategy, or just staying persistent, this guide empowers you to bounce back stronger and keep pushing forward.with your bank, increasing your chances of securing the funding you need.
Speaking To A Banker
Talking to bankers doesn’t have to be intimidating when you have the right questions in hand. This guide provides you with a set of essential questions to ask bankers when discussing business or personal funding. Learn about the products your bank offers, understand their approval process, and get insight into what makes you a strong candidate for credit. With these key questions, you’ll be equipped to make smarter decisions and build a better relationship with your bank, increasing your chances of securing the funding you need.
Experian Funding Sequence
Experian can be a key player in your funding strategy, especially since many high-value financial institutions pull from it. This guide shows you how to use Experian-pulling banks to your advantage, whether you're just starting with business credit or moving into more advanced funding rounds. By focusing on Experian, you can minimize inquiries on your other credit reports while maximizing your chances of approval. We’ll walk you through how to leverage Experian for both business and personal funding, helping you build a smarter strategy for securing capital without overwhelming your credit profile.
TransUnion Funding Sequence
This guide helps you understand how to leverage TransUnion-pulling banks, particularly if your TransUnion score is stronger than your others. By focusing on TransUnion, you can xopen up more funding opportunities while keeping your Equifax and Experian reports clear for future rounds. We’ll take you through each stage of the process, from business credit to personal loans, ensuring you maximize your funding potential and keep your credit in good standing.
Equifax Funding Sequence
This guide shows you how to use Equifax-pulling banks to your advantage, especially when your other credit reports aren’t looking as strong. Whether you’re just starting to build business credit or diving into personal funding, we’ll walk you through using Equifax to get higher credit limits and more funding opportunities. Think of this as your strategy to stack capital across multiple rounds without hurting your credit profile—so you can keep things rolling smoothly and maximize your chances of approval.
Inquiry Removal Guide
Credit inquiries can hold you back, but this guide shows you how to remove them. It outlines the steps to get rid of unnecessary inquiries on your credit report, helping you improve your score and make your credit profile more attractive to lenders.
Soft Pull CLI Bank List
Want to increase your credit line without the hard inquiries? This list provides you with the top banks that offer soft pull credit line increases, so you can boost your score and open up more funding opportunities, without the stress of hard credit checks.
Funding Flow Chart
This easy-to-follow flow chart breaks down the funding process step-by-step, giving you a clear visual roadmap from start to finish. Whether you’re navigating the process for yourself or guiding clients, this chart helps you stay on track and move smoothly through each phase of securing funding.
