Manage and guide every client from one workspace
Professional is its own product: a multi-client operating system for credit consultants, financial coaches, funding advisors and agencies.
Client readiness data is never visible without that client's explicit, scoped consent.
What’s inside Professional
Everything a practice needs to run client readiness work — with an audit trail behind it.
Client management
Every client, their stage and their next action on one screen — personal and business side by side.
Credit cases
Track rounds, items and outcomes case by case, so nothing falls between follow-ups.
AI case assistant
Summarize a file, draft an action plan or generate a document request in seconds — you review before anything is used.
Documents
Private, permissioned storage for reports, IDs, statements and funding paperwork.
Letters
Draft, review and approve correspondence with a workflow that records who approved what, and when.
Reports
Client-ready readiness reports you can share as part of your own service.
Tasks
Deadline tracking for bureau windows, follow-ups and client commitments.
Readiness monitoring
See a client's readiness score only after they explicitly grant you access — and only the parts they choose.
Consent-first by design
A client grants your organization access to their readiness information explicitly, chooses whether it covers personal or business data, and can revoke it at any time. Every request, grant and revocation is recorded as an immutable audit event.
Human review sits in the correspondence workflow: AI drafts, a person approves.
Included with Professional
- Multi-client dashboard
- Client management
- Credit case management
- Document vault
- AI-assisted report review
- Draft dispute workflow
- Client messaging
- Monthly client reports
- Tasks & reminders
- Team accounts