Find out where you stand. Pick the depth that fits.
Every assessment is led and signed off by a CFA charterholder and an FRM. Fixed price, no retainer, no loans sold.
Red-Flag Scan
A fast pass to surface the deal-killers before you go any further.
- Top red flags identified
- Go / not-yet verdict
- Delivered in 3 business days
Bank-Readiness Assessment
The complete committee-style review of how a lender will see you.
- Full readiness scorecard
- Every ratio vs the bank's thresholds
- Red flags + prioritized fix-list
- Best-fit lender profile
- 15-minute summary call included
Assessment + Strategy Call
Everything in the full assessment, plus a session to plan your approach.
- Full Bank-Readiness Assessment
- 60-minute 1:1 strategy call
- Lender approach & sequencing
- Two weeks of follow-up questions
The Readiness Partnership
For owners who want it done with them — re-assessments after each round of fixes, document review before you submit, and direct access to your analyst until you're genuinely approvable.
Deep-dive consultation — by the hour
Want more live time with the analyst on your file? Add hours individually to pressure-test the fixes and get every question answered. Sessions are online and can be voice-only.
Independent
We're not a lender or broker and take no commission — paid only to tell you the truth.
Charterholder-led
Every assessment is led and signed off by a CFA charterholder and an FRM.
Credit toward upgrades
Start with a Red-Flag Scan? Its fee comes off a full assessment within 30 days.
Not sure which fits?
Start with the Red-Flag Scan — it'll tell you honestly whether you're close enough to go further.
Start with the scan — $290