Credit Portfolio Building Silver Package
The Credit Portfolio Building Silver Package services include a 1 hour pre-discussion with the client, and/or clients about the services offered by the Silver Package and what the client will have to provide to start the process. Once all the documentation becomes verified you will then be processed into your package. (The assessment will only be skipped if you did the 45 min Consultation). After the assessment is processed, we will follow up with a private link to the client portal to finish up your portfolio. (This is a monthly package and will recur every 1st of the month)
IMPORTANT
To start your package please log in to the SECURE CLIENT ACCESS link and complete your profile.
The Credit Portfolio Building Silver Package services include a 1 hour pre-discussion with the client, and/or clients about the services offered by the Silver Package and what the client will have to provide to start the process. Once all the documentation becomes verified you will then be processed into your package. (The assessment will only be skipped if you did the 45 min Consultation). After the assessment is processed, we will follow up with a private link to the client portal to finish up your portfolio. (This is a monthly package and will recur every 1st of the month)
IMPORTANT
To start your package please log in to the SECURE CLIENT ACCESS link and complete your profile.
The Credit Portfolio Building Silver Package services include a 1 hour pre-discussion with the client, and/or clients about the services offered by the Silver Package and what the client will have to provide to start the process. Once all the documentation becomes verified you will then be processed into your package. (The assessment will only be skipped if you did the 45 min Consultation). After the assessment is processed, we will follow up with a private link to the client portal to finish up your portfolio. (This is a monthly package and will recur every 1st of the month)
IMPORTANT
To start your package please log in to the SECURE CLIENT ACCESS link and complete your profile.