This call is for people who have already gone through the quiz and confirmed their profile is in a position to move. James reviews your full picture, builds your sequencing strategy, and identifies which lenders to approach and in what order. No upfront broker fees. A success fee is collected only after capital is secured.
Pre-Qualification Required
This consultation is free for pre-qualified applicants only. If you have not taken the quiz, do that first. Appointments from applicants who have not pre-qualified will be cancelled. We do this to respect your time and James's.
The call is not an introduction. By the time you book, you are already pre-qualified. This is where we get to work.
Profile and Business Review
James looks at your full picture. Credit profile, business structure, entity setup. Everything that affects which lenders will move and which ones to avoid.
Sequencing and Plan
James builds your funding strategy on the call. Which products fit, which lenders to approach first, what amounts are realistic, and what order everything goes out in.
Onboarding and Next Steps
If you are ready to move, onboarding starts after the call. You will receive a contract to sign and documents to upload. James reviews everything and provides an update within a set window.
Appointment confirmation is required. You will receive an email on the day of your appointment. You need to reply to confirm or request a reschedule. If we do not hear back, the appointment will be released. This keeps the calendar clear for people who are ready to move and respects everyone's time.
Read through before you book — the calendar is right below if you still have questions that need a live conversation.
This call is free for pre-qualified applicants. If you came from the quiz and it confirmed you are ready, you are in the right place. Pick a slot and show up prepared.
Confirmation is required on the day of your appointment. Reply to the email you receive to confirm or reschedule.
Confirmation required. You will receive an email on the day of your appointment. Reply to confirm or reschedule. No response means the slot is released. Appointments from applicants who did not pre-qualify through the quiz will be cancelled.