How it works

TurboTax + DocuSign + a private lending concierge — powered by AI.

1

Chat your deal

Tell our AI concierge what you're trying to finance. It asks the right questions — one or two at a time.

2

File auto-builds

Every answer flows into a structured loan file. Progress bar shows you exactly what's next.

3

Drop your docs

Upload once. Our AI classifies each document, flags what's missing, and reuses what you already have.

4

Get your Power Deals Score

A 0–100 readiness score with strengths, weaknesses, and the exact steps to close faster.

5

Match & fund

We route your file to the right capital partner and shepherd you through term sheet, closing, and funding.