Lender Concierge Service

One-time fee: $497 (standalone if not enrolled in the course or coaching programs)

What You Get

• Full review: We’ll review your credit profile, budget, and financial goals.
• Personalized lender research: We identify the lenders best suited to your profile.
• Direct connection: If you were referred by a partner, we’ll reconnect you back to them. If you joined directly, we’ll match you with 3–5 lenders so you can choose the right fit.
• Concierge-style guidance: We guide you through the handoff until you’re connected with a lender.

Who It’s For

• Already enrolled? Lender Match is included at no extra cost.
• Not enrolled? This service is available as a standalone one-time review and lender connection for $497 — perfect if you just want an expert to “look at your file” and point you in the right direction.

Price summary: $497 one-time fee

Security note:
We ask for the last 4 digits of your SSN for identity verification only — never the full SSN. This helps us confirm your enrollment, prevent duplicate records, and link your progress securely.

Your last 4 is also used to track your journey with lenders:

• When you join our program.
• When you become lender-approved.
• When you close on your loan or purchase a home.

This ensures we can measure the effectiveness of our program, while your information remains encrypted, stored securely, and never shared outside of this purpose.