For funding consultants and advisory firms
Get every client ready for funding.
One app with your name on it. A clear plan for each client, an AI coach to help, and one screen for your team.
Know what to fix. And what to fix first.
With the client's OK, we read their credit and business details the way a lender would. Then we turn what we find into a plan, one dated step at a time.
How we check each step
Jordan NewcomerNewcomer LandscapingStart with your card balances. That step is due next.
Nice work, Jordan. Next, use one business address. It's due Aug 30.
All your lenders. In one place.
See which lenders are busy, how much they tend to fund, and what changed this month. You choose which ones each client can see.
Everything your client needs. With your name on it.
Your logo, your colours, your web address. Clients check their plan on their phone instead of calling you to ask.
- 01
Their next step comes first.
Clients open the app and see the one thing to do next, with a date.
- 02
Their credit, in one place.
All three credit bureaus, side by side. We show it. We never keep it.
- 03
The options you picked.
When they're ready, they see the lenders you chose, with your notes.
- 04
Answers any time.
The AI coach answers from their plan. Harder questions go to your team.
app.harborvale.comteam@harborvale.comYour whole book. On one screen.
See every client, where they are, and what to do next. Your team always knows who needs help.
See who needs you today.
Clients who are waiting on you show up first.
Watch clients move forward.
Six stages on one board. Clients move one stage at a time.
Reply with the plan beside you.
AI writes a draft. A person checks it before it sends.
To-dos and chats. All in one spot.
Each client gets a task board. Your team and the client work from it together, and the chat sits right beside it.
Jordan NewcomerPlan boardAug 3Aug 16Aug 3Jul 26Aug 1JordanClient chatReadiness you can
stand behind.
What happens from a client's first yes to their call with you.
Nothing is read
until they say yes.
Clients agree, sign, and prove who they are before we look at anything. Their card is only charged when they enroll.
Every stage.
Every handoff visible.
Six stages, one at a time. Just an example, not a promise.
- 01OnboardingSays yes and signs up
- 02OptimizationFollows the plan
- 03ReadyFlagged for your review
- 04ApplyingSees the options you picked
- 05FundedFunding recorded
- 06Plan completeKeeps a finished plan
Built for how
you already work.
Start with one consultant and a few clients, or bring your whole team.
Funding consultants
Run your own branded practice.
See a consultant setupAdvisory firms
Give every advisor the same view.
See a firm setupOperator teams
Bring on more clients with less chasing.
See a team setupPricing.
Pricing is published at launch. Walkthroughs are open now.
One plan per firm.
Everything on this page, for your whole team.
- A client app with your brand
- A clear plan for every client
- An AI coach that knows each plan
- Credit monitoring, shown not stored
- A Bank Vault you control
- One screen for your whole team
No. MostFundable helps your clients get ready to talk with you. We don't lend money, and we don't make or predict lending decisions.
No. Their app, emails and invites all use your logo, colours and web address. Clients only see your firm.
You send an invite. They accept, agree to share, check their ID, and start on step one of their plan.
One plan per firm. We post prices at launch. Book a walkthrough and we'll set up a sample with your brand.