Bankable PARTNER PROGRAM · POWERED BY BankableIQ

Your audience already needs capital. Start earning from it.

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.

THE 3-GOAL SYSTEM
01

Initial Funding

Pre-qualify clients for multiple non-bankable programs. Earn up to 40% commission.

02

Build Your Business Bankable Profile

Guide clients step-by-step to strong FICO® SBSS scores and full lender compliance.

03

Bankable Funding

Unlock larger loans at lower rates with longer terms for your now-bankable clients.

10+yrTrack Record
25+Features
A+BBB Rating
Live Funded Deals · Real-Time Clearinghouse Activity
Credit StackFunded
$127,000
HVAC Contractor · Denver, CO · 4 cards at 0%
EXP-firstDouble-dip12mo 0%
SBA 7(a)Processing
$350,000
Dental Practice · Austin, TX · Live Oak Bank
680 FICO24mo TIBP+2.75%
Revenue-BasedFunded
$85,000
Marketing Agency · Miami, FL · 1.08 factor
Same-dayNo PGWeekly
Equipment LeaseMatched
$220,000
Construction · Phoenix, AZ · Heavy equipment
60mo termEquipment only
Credit StackFunded
$198,000
E-commerce · LA, CA · 6 cards + LOC
EQ-protect0% promo$250K cap
Business LOCFunded
$75,000
Salon & Spa · Atlanta, GA · Revolving 24mo
550+ FICO$10K/mo rev
Bridge LoanProcessing
$1,200,000
Real Estate · Brooklyn, NY · Fix & flip
80% LTV12mo IO9.5%
Credit StackFunded
$127,000
HVAC Contractor · Denver, CO · 4 cards at 0%
EXP-firstDouble-dip12mo 0%
SBA 7(a)Processing
$350,000
Dental Practice · Austin, TX · Live Oak Bank
680 FICO24mo TIBP+2.75%
Revenue-BasedFunded
$85,000
Marketing Agency · Miami, FL · 1.08 factor
Same-dayNo PGWeekly
Equipment LeaseMatched
$220,000
Construction · Phoenix, AZ · Heavy equipment
60mo termEquipment only
Credit StackFunded
$198,000
E-commerce · LA, CA · 6 cards + LOC
EQ-protect0% promo$250K cap
Business LOCFunded
$75,000
Salon & Spa · Atlanta, GA · Revolving 24mo
550+ FICO$10K/mo rev
Bridge LoanProcessing
$1,200,000
Real Estate · Brooklyn, NY · Fix & flip
80% LTV12mo IO9.5%
THE PROBLEM

Businesses don't have a Capital Access problem.
They have a Readiness Problem.

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.

450K

New business applications filed every month · U.S. Census Bureau

$80B+

Stranded capital locked behind readiness gaps

55–75%

Rejected by traditional lenders - a readiness problem, not access

5.1M

New businesses initiated annually across the U.S.

The Old Model46%–70%

Denied or underfunded - traditional large banks, conventional channels

  • 1Brokers blast raw, unoptimized profiles across multiple lenders
  • 2No pre-flight check on entity data, inquiries, or credit sequencing
  • 3Bank algorithms flag the mismatches and trigger hard rejections
  • 4A cascade of declines locks the client out of institutional capital
The Bankable Model87%

Approval rate across multiple stacked workstreams - pre-flight, then fund

  • 1Bankability Scan™ - a single-pass soft pull across every program
  • 2Pre-flight compliance items before a file is ever submitted
  • 3Engineer revolving credit and Tier-1 bank relationships
  • 4Bypass automated drops - files fund across stacked workstreams
The Journey

Non-bankable is the on-ramp.Bankable is the destination.

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.

Stage 01 · On-RampNon-Bankable

Build momentum first.

Fast, alternative programs that help clients build payment history and a track record while they prepare for institutional capital.

25%+
Interest rate
<$100K
Loan size
≤24mo
Repayment
You earnFast, upfront commissions on every close.
4–6 months
Working the system
Stage 02 · DestinationBankable

Institutional capital at scale.

Tier-one facilities up to $5M - and it's where the largest commissions live. This is the destination every client is guided toward.

$5M
Loan size
9–12%
Interest rate
15–20yr
Repayment
You earnThe largest back-end payouts, up to $5M facilities.

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.

How It Works · 3 Revenue Stages

One platform.Three revenue stages.

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.

01

Pre-Qualification Scan

A 150-point business data scan instantly identifies which funding programs each client qualifies for. No manual guesswork.

AUTOMATED
02

Loan Packaging & Funding

Automated document collection, a 20-program lender database, and full loan packaging. Fund clients yourself or use our done-for-you service.

UP TO 40% COMMISSION
03

Become Bankable System

Build bank rating, lender compliance, and strong FICO® SBSS scores. Your clients unlock premium capital and earn recurring revenue.

LONG-TERM REVENUE
SOLUTIONS
One infrastructure.Every way to use it.
Bankable adapts to how you work - whether you're advising clients, running a platform, closing deals, or building an audience. Launch or transform your business with AI-assisted intake, deal preparation, and lender matching. Then earn ongoing commission by giving your audience access to real capital - embedded, under your brand, and powered by our lender network.

Advisory & Professional Services

Embed a funding vertical into your practice. Clients get professional capital plans under your brand. You earn commission without becoming a lender.

NEW REVENUE FROM EXISTING RELATIONSHIPS

Tax Pros · CPAs · Insurance Agents · Consultants · Financial Advisors

Platforms & Software

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.

CHURN PROTECTION + EMBEDDED REVENUE

SaaS · Vertical SaaS · AI Tools · App Platforms

Influencers & Creators

Replace one-off sponsorships with recurring commission on funded deals from your audience.

RECURRING COMMISSION FROM YOUR AUDIENCE

YouTubers · Business Creators · Podcasters · Newsletter Owners

Communities & Audiences

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.

MONETIZE YOUR AUDIENCE WITH ZERO OVERHEAD

Skool · Whop · Coaching Programs · Creator Communities

Agencies & Resellers

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.

ADD A SERVICE LINE OVERNIGHT

Marketing Agencies · Systems Shops · Consulting Firms

Capital Providers

Receive pre-qualified, bureau-sequenced applications from thousands of partners. Lower CAC, higher approval rates, better portfolio quality. Zero cost to join.

DEAL FLOW WITHOUT THE ACQUISITION COST

Banks · Credit Unions · Fintechs · SBA · Private Lenders

The Multiplier Effect

Run a 20-Person Operation. By Yourself.

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.

Replacement Value

What it would cost to build this yourself

Every line below is included - no staff to hire, no vendors to source, no build to manage.

Website, landing pages, scan & referral infrastructure0
Concierge prospect outreach0
Document collection & prospect follow-up0
Lender access & lender relations0
Funding advisor / closer0
Fee invoicing & collections0
Coaching sales0
Coaching delivery0
Client portal, CRM/admin, partner tracking & marketing stack0
Total first-year replacement equivalent
0

What's actually included

12 systems & teams - all included, no staff to hire

01

A PROFESSIONALLY DESIGNED WEBSITE

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.

Included
02

UNLIMITED BUSINESS PRE-QUALIFICATION SCANS

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.

Included
03

CONCIERGE PROSPECT OUTREACH

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.

Included
04

AUTOMATED DOCUMENT COLLECTION

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.

Included
05

ACCESS TO 400+ DIRECT LENDERS

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.

Included
06

FUNDING ADVISOR TEAM

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.

Included
07

FUNDING FEE COLLECTION TEAM

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.

IncludedEARNS UP TO 40%
08

LIVE COACHING SALES TEAM

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.

Included$1,500 PER SALE
09

LIVE COACHING DELIVERY TEAM

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.

Included
10

COMPREHENSIVE CLIENT ONLINE SYSTEM

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.

Included
11

PARTNER ADMIN AREA

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.

Included
12

UNLIMITED REFERRAL PARTNER PAGES

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.

Included
REVENUE POTENTIAL

Multiple income streams.One platform.

A single client can pay your subscription for an entire year, or more.

$,$$$

Pre-Bankable Funding

Fund clients first. Match them to multiple programs and earn commissions on every closing.

$,$$$

Become Bankable

Earn ongoing fees guiding clients through credit building, lender compliance, and bank rating.

$,$$$

Bankable Funding

Larger loans mean larger commissions. Help bankable clients access premium capital.

+

Lender Revenue

Work direct lenders or use our clearinghouses. Your choice on every deal.

+

Vendor Revenue

Sign up with become-bankable vendors who pay you directly for each qualified client.

Team Revenue

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 Practice
CLIENT OUTCOMES & SYSTEM DELIVERABLES

What clients achieve with thefull BankableIQ system.

Bankable 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.

bankableiq.io/console/apex-mechanical-hvac
● Live AI Scan Active
01150-Point AI Diagnostic ScanAI AUDIT
Client:Apex Mechanical HVAC LLC·$1.8M Gross Rev
AI-Powered Ingestion · 60-Second Execution

150-Point AI Diagnostic Engine

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.

0s

Total Scan Time

0

Checkpoints Audited

0

Hard Inquiries

Audit Breakdown by Node0 / 150
Public Record & SOS Filings

0 issues

28 ptsVerified
Secretary of State Entity Health

Good standing

18 ptsActive
Commercial Address & Telecom

VOIP match required

14 ptsFlagged
Corporate Identity & EIN Registry

Clean

16 ptsVerified
Tri-Bureau Business Profiles

2 bureaus unlinked

34 ptsIncomplete
Lender Underwriting Algorithms

Pre-qualified for 3

40 ptsScored
Full Stack BankableIQ™ Engine Active · 13 Interconnected Modules
Your Earning Potential

This Is How Much YouShould Be Making

No lending experience required. Bankable handles everything - pre-qual, packaging, 400+ lender routing, and collections - you just bring your clients.

Return on Investment

Your ROI potential is extraordinary.

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.

Example 1 · The Single Client$50,000 Deal
Initial Bridge Funding~$2,000
Become Bankable Coaching~$1,500
Bankable Long-Term Debt~$2,000
Total From 1 Client:0+
Example 2 · 20 Scans a Month40% Prequal Rate

Generate 20+ scans monthly → 40% pre-qualify for funding → 2 closed clients earning $5,500+ each.

Monthly Potential

0 / mo

Annual Run Rate

0 / yr

Zero operational friction: Pre-qualification, application, automated document collection, direct lender offer portal, funding, and fee collection are all handled for you.

Revenue Calculator

Based on $65K avg deal size

Blended payout across bridge funding, coaching & long-term debt

8
1 deal50 deals

Monthly Revenue

57,200

Annual Revenue

686,400

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.

MEET YOUR AI GROWTH TEAM

Your AI Growth Team.Already Built.

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.

bankableiq.io/growth-os/autonomous-swarm
• LIVE AI SWARM ACTIVE
#01 SCOUTMarket Intelligence
Engine Share: 10% · Target: 10 Posts/Day/Platform
AI TEAM STATUS: DEPLOYED & ACTIVE
24/7 · 0 HUMAN OVERHEAD
AI AGENT #01 · SCOUT
10% of Engine
Scout
Signal
Voice
Strategist
Creative
Distribution
Engage
Nurture
Convert
Revenue
Scout AI agent
10% ENGINE
24/7 ACTIVE
AUTONOMOUS BOTScout· Market Intelligence
AGENT #01Scout10% of engine

Market Intelligence

Autonomous 24/7

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 active
Market monitoring
New opportunity discovery
Industry trend tracking
Business-event detection
Public-signal research
Prospecting triggers
Competitive activity monitoring
Emerging-demand detection
Market-change awareness
Opportunity alerts
Zero manual intervention required · Continuous background execution
Capacity multiplier: 10X
The $1 Million Operating Model

Reverse-Engineer$1 Million

A 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.

Scout AI Bot
POWERED BY
Scout
Distribution
Convert
160
Scans per month
8X the 20-scan model
Signal AI Bot
POWERED BY
Signal
Voice
Convert
64
Pre-qualified opportunities
40% of scans
Nurture AI Bot
POWERED BY
Nurture
Convert
You
16
Complete client journeys
25% of pre-qualified
Revenue AI Bot
POWERED BY
Revenue
Nurture
Convert
$88K+
Monthly potential
16 × $5,500+
Growth Intelligence Team
POWERED BY
Strategist
Revenue
10 Agents
$1,056,000+
Annual potential
12 months
ILLUSTRATIVE OPERATING MODEL
THE QUESTION CHANGES
IT IS NO LONGER:

“How do I make a million dollars?”

IT BECOMES:

“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.

SAME MODEL. BIGGER FUTURE.8X Scale
METRIC
$132K MODEL
$1M+ MODEL
Scans / Month
20
160
Pre-qualified
8
64
Client Journeys
2
16
Revenue / Month
$11,000
$88,000+
Revenue / Year
$132,000
$1,056,000+
8X the operating inputs. Not a different business model.
PROFESSIONAL CERTIFICATION & TRAINING

Train. Certify.Become a Certified Capital Advisor™

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.

What you'll be able to do

Engineer capital readiness - not just refer deals.

Three lender-level capability pillars. Each one is a deliverable clients pay for on its own - together they're a complete capital advisory practice.

Pillar 01

Get their financial house in order.

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.

Capabilities you'll own
Digitize & organize financial records
Build P&L statements and balance sheets
Analyze historical financial position
Recommend credit build/repair actions
1Clarity2Credibility3Capacity4Capital5Collateral6Control7Cash Flow
CCA™Locked

Certified Capital Advisor™

Official Accreditation · Bankable™ Board

Verifiable Credential
Phase 01 · Certify

Earn the designation.

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.

Official CCA™ designation & verifiable digital seal
9-module certification curriculum
Full BankableIQ™ platform access

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

What the certification unlocks

Run your own funding desk. Keep every fee.

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.

Full ownership mode

The complete tool suite, in your hands.

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.

You keep 100% of client fees
Included software stack
Free 150-point pre-qualification scan
Business credit report integration
Digitally signed application system
Automated document collection
20+ program direct lender database
Client status tracking system
Advisory Service

Loan Packaging & Funding

Automated document collection, a 20-program lender database, and full loan packaging. Fund clients yourself or use our done-for-you service.

  • Structure & package every file for lender submission
  • Route to the right program across a 20-lender database
  • Fund clients yourself - or hand off to our desk
Bonus designation

Become a certified Tax Pro, too.

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.

  • Full tax preparation certification & training
  • Year-round client retention, not one-off transactions
  • Tax readiness that keeps every client fundable
JMAMOT+

Join the verified advisor roster

1,000+ certified advisors hold the CCA™ designation nationwide.

Certification included in membership

SAME PROVEN SYSTEM. THREE WAYS TO WIN.

How Much of the OpportunityDo You Want to Own?

Help business owners get the capital they need. Earn commissions. Build recurring revenue. Create a real business.

450K
New businesses every month
$80B+
Stranded capital on your block
55–75%
Rejected by banks (a readiness problem)
$
$5,500+
Average per client journey (revenue potential)
PATH 1FASTEST WAY TO GET STARTED

CAPITAL CONNECTOR™

CONNECT

Bring the opportunities. We handle the rest.

  • Get funding access for your own business
  • Up to 20% commission payout
  • Unlimited 150-Point Scans
  • 20+ funding programs
  • Fulfillment network (we do the heavy lifting)
  • Expert training
  • Marketing strategies
$1
today
$97 / month
from month two
Start as a Capital Connector

EARN FROM RELATIONSHIPS. NO EXPERIENCE NEEDED.

MOST POPULAR
PATH 2BUILD A PRACTICE

CERTIFIED CAPITAL ADVISOR™

ADVISE

Become the trusted advisor business owners rely on.

  • Use the full Bankable system for your own business
  • Up to 30% commission payout
  • Co-branded to your company
  • Unlimited 150-Point Scans
  • 20+ funding programs
  • Team revenue (add affiliates)
  • Certified Capital Advisor™ certification
  • Full access to client tools
  • Virtual step-by-step coaching
  • Expert training + marketing strategies
  • Optional: Bankable Growth System add-on
$297
today
$197 / month
from month two
Become a Certified Advisor

BUILD A REAL PRACTICE. GET CERTIFIED. EARN MORE.

PATH 3FULL OWNERSHIP. MAXIMUM POTENTIAL.

BANKABLE OS PARTNER™

OPERATE

Your brand. Our infrastructure. A complete business.

  • Access capital for your own business
  • Up to 40% commission payout
  • Your own branded platform (website, domain, SSL)
  • Unlimited 150-Point Scans
  • 20+ funding programs
  • Unlimited affiliates / team
  • Full operating infrastructure
  • CCA certification included
  • 2-day setup and launch
  • Optional Fulfillment Network

    Prefer to hand off the work? A network of specialists handles calls, packaging, and coaching on your behalf.

  • Optional: Bankable Growth System add-on
$3,499
today · incl. setup
$397 / month
from month two
Schedule a Demo

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.

Use it for your business.Earn with it.Build with it.
ADD ON10 AGENTS · 24/7

BANKABLE GROWTH SYSTEM™

Your 10-Agent AI Growth Team

Scout AI agent
Scout
Signal AI agent
Signal
Voice AI agent
Voice
Strategist AI agent
Strategist
Creative AI agent
Creative
Distribution AI agent
Distribution
Engage AI agent
Engage
Nurture AI agent
Nurture
Convert AI agent
Convert
Revenue AI agent
Revenue
Find opportunities
Engage and nurture
Create content
Convert more clients
Distribute everywhere
Learn and optimize
+$197 / month

More People Funded.

More Possibilities.™

LOW RISK
High Reward
PROVEN SYSTEM
10+ Years
DONE-WITH-YOU
Not DIY
KEEP THE CLIENT
For Life
Frequently Asked Questions

Straight Answers.Zero Sales Fluff.

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.

Explore the System