Pre-Qualification Scan
A 150-point business data scan instantly identifies which funding programs each client qualifies for. No manual guesswork.
Launch and operate a complete AI-powered business finance business with Bankable. Powered by BankableIQ™, your clients become bankable while our direct underwriting desk bridges the commercial capital gap. You collect the commissions, all under your brand.
Pre-qualify clients for multiple non-bankable programs. Earn up to 40% commission.
Guide clients step-by-step to strong FICO® SBSS scores and full lender compliance.
Unlock larger loans at lower rates with longer terms for your now-bankable clients.
Banks aren't out of money - they decline roughly 55% to 75% of small business loan requests because the businesses apply before they're ready. That's not an access gap. It's a readiness gap - and it's where $80+ billion in stranded capital sits on your block, right now.
New business applications filed every month · U.S. Census Bureau
Stranded capital locked behind readiness gaps
Rejected by traditional lenders - a readiness problem, not access
New businesses initiated annually across the U.S.
Denied or underfunded - traditional large banks, conventional channels
Approval rate across multiple stacked workstreams - pre-flight, then fund
Every client starts where they are and advances toward institutional capital. You earn at every milestone along the way - from the first fast close to the largest back-end payouts.
Fast, alternative programs that help clients build payment history and a track record while they prepare for institutional capital.
Tier-one facilities up to $5M - and it's where the largest commissions live. This is the destination every client is guided toward.
The Bankable model replaces guesswork with the Bankability Scan™ - a single-pass soft pull across equipment, working capital, term loans, and SBA programs that reads what algorithms see before a file is ever submitted. By pre-flighting compliance, engineering revolving credit, and establishing Tier-1 bank relationships, clients bypass automated drops and reach an 87% approval rate across multiple stacked workstreams - driving multi-stream revenue and sustainable profitability.
Bankable is the only platform that guides each client through a proven journey from scan to funded deal - and you earn at every step along the way, not just at the close. You don't need to become a lending expert. You don't need to hire anyone.
A 150-point business data scan instantly identifies which funding programs each client qualifies for. No manual guesswork.
Automated document collection, a 20-program lender database, and full loan packaging. Fund clients yourself or use our done-for-you service.
Build bank rating, lender compliance, and strong FICO® SBSS scores. Your clients unlock premium capital and earn recurring revenue.
Embed a funding vertical into your practice. Clients get professional capital plans under your brand. You earn commission without becoming a lender.
Tax Pros · CPAs · Insurance Agents · Consultants · Financial Advisors
Your users hit capital constraints and leave. Bankable embeds a lending layer in two lines of code - they get funded without leaving your product. Churn drops. ARPU rises.
SaaS · Vertical SaaS · AI Tools · App Platforms
Replace one-off sponsorships with recurring commission on funded deals from your audience.
YouTubers · Business Creators · Podcasters · Newsletter Owners
Your members are building businesses. Give them access to capital through your branded portal. Every funded deal earns you commission - without changing what you already do.
Skool · Whop · Coaching Programs · Creator Communities
Your clients need capital to execute on the growth you're driving. White-label a funding department as a service line. Fund the growth you sell.
Marketing Agencies · Systems Shops · Consulting Firms
Receive pre-qualified, bureau-sequenced applications from thousands of partners. Lower CAC, higher approval rates, better portfolio quality. Zero cost to join.
Banks · Credit Unions · Fintechs · SBA · Private Lenders
You can launch and operate a complete AI-powered business finance business without building the technology, lender infrastructure, sales process, fulfillment systems, or client experience yourself. Every tool, every team, and every resource is included in one flat monthly fee.
Every line below is included - no staff to hire, no vendors to source, no build to manage.
12 systems & teams - all included, no staff to hire
Includes an AI-powered 150 data point prequalification scan, engaging videos, landing pages, and target-market attraction content. Already have your own site? Just link to the scan and the member area on your existing pages.
Our AI-powered scan shows every prospect the full list of funding programs they prequalify for right now, plus exactly where their business stands in the process of becoming bankable. No limit on scans run.
A third-party concierge team that will reach out to your pre-qualified prospects on your behalf, encouraging them to apply. No cost to apply, no credit inquiry created, and no obligation to accept any offer.
AI-assisted scheduled reminders over a 14-day period help your prospects supply required documentation, backed by a live team that follows up with them directly to keep the process moving.
Through our partner funding clearing house, your account is approved by association, giving your clients access to over 400 direct lenders with no need to source them or apply for individual submission approvals.
A third-party team of experienced closers who walk your prospects through the features and benefits of each funding offer, helping convert them into funded clients.
This team invoices both your clients and the direct lenders on your behalf and makes sure fees are collected. You earn up to 40% commission on everything collected, without handling a single transaction yourself.
A third-party sales team that sells the full-year 'become bankable' coaching package under your brand. You receive $1,500 for every coaching sale they close.
A highly experienced third-party coaching team that delivers the full-year 'become bankable' program under your brand, ensuring your clients are well-served and making measurable progress throughout their journey.
Guides your clients step-by-step through becoming bankable, including building a strong business FICO score. Every page includes detailed instructions and an AI virtual coach telling clients exactly what to do, why it matters, and how to complete it.
Tracks every prospect and client in your pipeline. Includes detailed how-to training videos, ready-to-use marketing materials, and proven strategies for growing your business.
Add as many referral partners as you want. Each gets their own dedicated AI-tracked landing page, customizable with their colors, banner, logo, and contact info, that tracks all the 150 data point scans they generate for you.
A single client can pay your subscription for an entire year, or more.
Fund clients first. Match them to multiple programs and earn commissions on every closing.
Earn ongoing fees guiding clients through credit building, lender compliance, and bank rating.
Larger loans mean larger commissions. Help bankable clients access premium capital.
Work direct lenders or use our clearinghouses. Your choice on every deal.
Sign up with become-bankable vendors who pay you directly for each qualified client.
Add unlimited brokers and affiliates. Scale your revenue without scaling your workload.
Every income stream above is active the moment your account goes live - no extra staff to hire, no lender network to build.
Start Your PracticeBankable moves your clients from an unknown or fragmented business credit profile into an institutional, lender-ready position. Powered by BankableIQ™, our AI audits roughly 150 data points in 60 seconds, packages the files, and routes them through 400+ lenders. Explore the full journey and deliverables below.
Instead of submitting an unprepared borrower to a bank and praying, the BankableIQ™ diagnostic engine reads what commercial underwriting algorithms evaluate before an application is ever submitted. It audits approximately 150 data points across state records, credit bureaus, and UCC registers in 60 seconds.
Client Value & Future Expectation: Eliminates the anxiety of blind loan rejections. Your client immediately gains total transparency into why traditional banks said no, protects their credit from damaging inquiries, and secures a clear, predictable roadmap to capital approval.
Total Scan Time
Checkpoints Audited
Hard Inquiries
0 issues
Good standing
VOIP match required
Clean
2 bureaus unlinked
Pre-qualified for 3
No lending experience required. Bankable handles everything - pre-qual, packaging, 400+ lender routing, and collections - you just bring your clients.
A single client can cover your subscription cost for years. The set payout is 40% of collected fees on every funded program-including direct lender commissions and client packaging fees.
Generate 20+ scans monthly → 40% pre-qualify for funding → 2 closed clients earning $5,500+ each.
Monthly Potential
Annual Run Rate
Zero operational friction: Pre-qualification, application, automated document collection, direct lender offer portal, funding, and fee collection are all handled for you.
Based on $65K avg deal size
Blended payout across bridge funding, coaching & long-term debt
Monthly Revenue
Annual Revenue
8 deals × $7,150 = $57,200/mo × 12 = $686,400/yr
*These are hypothetical results for demonstration purposes only. Actual results may vary based on deal volume, client credit profile, lender terms, and market conditions.
10 specialized AI agents working across research, strategy, content, distribution, follow-up, conversion, and learning. Instead of trying to personally manage every part of growth, give each job to a specialist and stay focused on owning the business.











Market Intelligence
Primary Multiplier
10X Your Market Coverage
Find opportunities you would never have time to look for yourself
Scout continuously watches the market for signals, events, conversations, and potential opportunities that could matter to your business.
Specialized Capabilities
10/10 activeA million-dollar business can feel like an enormous goal. So stop starting with the million. Start with the math.
Using the established Bankable model, a $1M+ annual revenue target can be translated into measurable monthly operating inputs.





“How do I make a million dollars?”
“How do I consistently generate 160 scans a month?”
That is a very different problem. And it is a problem that can be measured, engineered, and operated.
This is not another broker certification. You'll engineer capital readiness end-to-end - from a client's scattered records to a negotiated, funded facility - backed by BankableIQ™ and a $300M underwriting desk.
Three lender-level capability pillars. Each one is a deliverable clients pay for on its own - together they're a complete capital advisory practice.
You won't just hand clients a checklist. You'll digitize and organize their financial records, build profit-and-loss statements and balance sheets from raw data, and analyze their current financial position - then recommend the exact actions that build or repair their business credit before a lender ever sees the file.
Official Accreditation · Bankable™ Board
Complete the Certified Capital Advisor™ curriculum - 9 expert-led modules covering FDIC-aligned compliance, bank decline patterns, and the 7 Cs of Institutional Readiness. Pass the assessment and the seal illuminates: you hold a verifiable, board-issued credential that sets you apart from Day 1.
Every module is graded against the 7 Cs of Institutional Readiness - the lender-side lens banks use to approve or decline. Clarity · Credibility · Capacity · Capital · Collateral · Control · Cash Flow
With your CCA™ designation, you move past referrals and into true advisory work - running the entire client engagement on your own software, under your own brand.
The full tool suite to run every deal yourself, start to finish. You control the process, own the client relationship end-to-end, and keep 100% of the fees you charge your clients directly.
Automated document collection, a 20-program lender database, and full loan packaging. Fund clients yourself or use our done-for-you service.
Your CCA™ certification unlocks the path to Tax Pro certification and training - so you can prepare your clients' taxes and become their complete financial advisor year-round, not just at funding time.
Join the verified advisor roster
1,000+ certified advisors hold the CCA™ designation nationwide.
Certification included in membership
Help business owners get the capital they need. Earn commissions. Build recurring revenue. Create a real business.
CONNECT
Bring the opportunities. We handle the rest.
EARN FROM RELATIONSHIPS. NO EXPERIENCE NEEDED.
ADVISE
Become the trusted advisor business owners rely on.
BUILD A REAL PRACTICE. GET CERTIFIED. EARN MORE.
OPERATE
Your brand. Our infrastructure. A complete business.
Prefer to hand off the work? A network of specialists handles calls, packaging, and coaching on your behalf.
THE FASTEST WAY TO OWN A CAPITAL ADVISORY FIRM.
You're not just buying a way to help other businesses.
Bankable can work for your business too.
Scan it. Understand your position. Explore your funding options. Then use the same infrastructure to create revenue helping other business owners.
Your 10-Agent AI Growth Team










More People Funded.
More Possibilities.™
Everything you need to know before you start - the software, the commission, the certification, and the paths in.
No. You operate as a Capital Connector and Readiness Advisor. BankableIQ™ automatically audits the 150 lender checkpoints, and our institutional clearinghouse handles loan packaging, compliance, and closing. No license, no prior lending experience required.
BankableIQ™ is the diagnostic engine behind the platform. In about 60 seconds it audits roughly 150 data points across state registries, UCC filings, bureau records, and lender compliance databases - then auto-generates the closing reports that show exactly why a bank would decline a business and what funding it pre-qualifies for right now.
3 to 5 hours. Running a scan takes 60 seconds. You don't manage underwriting, customer service, or lender negotiations - our back-office desk handles packaging, compliance, and closing alongside you.
You earn on every funded deal. The payout is a set percentage of the fees collected on each funding program - including commissions paid by direct lenders plus fees paid by your clients. A single $50,000 client can generate $5,500+ across initial funding, coaching, and bankable placement. Pre-qualification, application, document collection, lender matching, funding, and fee collection are all handled for you.
Path 1 - Capital Connector™: refer business owners who need capital, our desk closes the files, you earn while you learn. Path 2 - Certified Capital Advisor™: get certified, run your own advisory practice, co-branded to your company. Path 3 - Bankable OS Partner™: full white-label ownership, your branded platform, your firm, keep 100% of client fees. Most people start as a Connector and step up when ready.
The CCA™ is a verifiable professional credential that proves you can engineer capital readiness - not just refer deals. You master the 7 Cs of Institutional Readiness, learn to run your own funding desk with the full BankableIQ™ tool suite, and can provide true advisory services including financial record preparation, funding strategy, loan packaging, and application support. It elevates you from broker to trusted advisor.
It's an optional add-on that deploys 10 specialized AI agents - Scout, Signal, Voice, Strategist, Creative, Distribution, Engage, Nurture, Convert, and Revenue. Together they handle market research, content creation, distribution, follow-up, conversion, and attribution 24/7. It's how you scale from 20 scans a month toward the 160-scan model that reverse-engineers a $1M+ year.
Yes. Every path includes using the system to pursue capital for your own business. Run your own 150-point scan, see where you stand, review available funding paths, and apply through the same infrastructure - then use it to create revenue helping other business owners.
Because courses teach theory and leave you stranded. Commercial capital requires diagnostic software, underwriting backing, and direct lender clearinghouses. We give you the entire back-office infrastructure so you can close deals from Day 1 - not just watch videos about it.
You can cancel, pause, or modify your membership anytime with a single click directly inside your profile settings - no phone calls, no support tickets, no retention pressure. You're never locked in.
Yes. If you actively work the system for 90 days - run scans, attend the live deal breakdowns, submit prospect files - and do not have the operational capability to close commercial advisory clients, we work with you one on one until you do.
Path 1 is active immediately. Path 2 certification runs on your schedule. Path 3 white-label is operational within 2 business days of setup. In every case, you can run your first real scan on a local business within minutes of starting.
Still have a question?
See the full BankableIQ™ system in action, then choose your path.