The System: What You Get
A system, delivered as a service.
There is no login and no dashboard, on purpose. What the System delivers is the output, in your hands: a verdict with reasons, documents a lender can underwrite from, and a named advisor accountable for all of it.
Here is the inventory, stage by stage, so you know exactly what you are paying for before you pay for anything.
Stage by Stage
What lands in your hands, and when.
The Two Branches
Both branches end in paper you can hold.
If the verdict is fundable
- The shortlist: which desks, and the reasoning for each
- Your file, prepared in the shape each desk expects
- Term expectations grounded in what files like yours commanded
- Submission handling, lender questions fielded, offers compared
If the verdict is not yet
- The gap list: every blocker, named and explained
- The sequence: what gets fixed first and why
- Owners for each fix: you, PMG, or us, in writing
- Review points where the read gets re-run against the gaps
The pricing follows the branches. Placement runs on a success fee: you pay us, mostly when funding lands, and lenders pay us nothing. Plan work is advisory, scoped and quoted before it starts. The full fee story lives on the About page.
Questions, answered
What owners ask about the deliverables.
Do I get access to the software?
No, and that is a feature. A portal would hand you a dashboard and the homework; the service hands you the conclusions and a person accountable for them. You get the documents, the meetings, and a named advisor. The software stays our problem.
What does the forward plan physically contain?
A written document: the gap list with each blocker explained in plain language, the fix for each, the order they get fixed in, who owns each fix (you, PMG, or us), and the scheduled review points where we re-run the read. It is specific enough that you could, in principle, take it elsewhere and execute it. Clients mostly do not, but the plan is built to survive that test.
How fast does the assessment move?
The honest answer: as fast as the documents arrive. The read itself takes days once the intake list is complete; the gathering is where files stall, which is why the checklist is specific instead of "send us your financials." No forward promise on lender timelines, because those belong to the lenders.
What if my situation changes mid-plan?
The read gets re-run. A new contract, a lost customer, an equipment failure: any material change can move the verdict, in either direction. Review points exist for exactly this, and an off-schedule re-read costs a conversation, not a new engagement.
Know what you are buying before you buy it.
The intake list, the read, the verdict meeting, and the path document: that is the inventory. The first conversation costs nothing and commits you to nothing.
You pay us, mostly when funding lands. Lenders pay us nothing.