How We Build a Real $250K Funding Plan (Full Client Walkthrough)

Описание: In this walkthrough I take a real client's credit file and build the exact plan we'd use to get them funded: reading the credit profile (not the score), finding what's actually holding them back, fixing it in the right order, then stacking bank approvals with leverage capital — structured so it works for their situation, not a generic template.

⚠️ This plan was built for ONE client. Yours will look different — different file, different numbers, different path to the money. That's the whole point: it has to be tailored to you.

If you want us to build YOUR funding plan — your business, your credit file, your numbers — book a quick call with me and my team using the link below. We'll show you exactly where you stand and what you can get before you spend anything. 👉 https://thecapitalengine.com/go

⏱️ Chapters
0:00 Why I'm showing you a real plan
2:10 Start with the credit report — not the score
2:30 What the client actually needs the money for
5:40 Setting the target
6:00 Borrow Pass: reading the credit profile
7:00 The fundability roadmap — what's holding him back
9:00 Statement dates & pay-down timing
10:40 Why new accounts hurt you
13:50 Mapping bank relationships
15:20 Personal credit + internal banking score
17:30 Internal banking score: cash & leverage capital
18:50 Personal loans (Lightstream) explained
20:00 The bank-stacking sequence begins (PNC)
22:50 Wells Fargo round
26:00 Truist round
28:00 Citizens & the 6-month build
30:50 The finished blueprint, walked through
35:00 No-PG asset acquisition (vehicles, equipment, real estate)
37:00 Is this farfetched? The simple truth
38:30 Get your own plan — book a call

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Disclaimer: This video is for educational and informational purposes only and is not financial, legal, or tax advice. All figures shown are illustrative of one client's plan and are not a guarantee of results. Funding outcomes depend on your credit profile, business, and individual circumstances.