Getting started with CreditPath.io is free and simple for financial advisors. Simply submit a request through the platform, and our automated process will reach out to our network of creditors. Within 24 hours, you’ll receive tailored options directly from the creditors, which will be uploaded to CreditPath.io for you to review. You can track the process electronically, print the term sheets, and consult with your clients. Once your clients are ready to proceed, they can apply for credit directly through a URL link provided on the term sheet. All documents are delivered in PDF format for easy sharing and tracking.

CreditPath.io offers several advantages for financial advisors:

Free Access: Advisors can use the platform at no cost.

Discounted Fees & Rates: Our platform provides access to exclusive, discounted fees and competitive rates that benefit both you and your clients.

Efficiency: The automated process saves time by connecting you directly with creditors, delivering tailored options within 24 hours.

Transparency: All interactions and terms are tracked electronically, so you can monitor the progress and provide your clients with clear, up-to-date information.

Customizable Options: Advisors can offer clients a wide range of credit solutions, from business financing to luxury asset loans, all in one place.

Client-Focused: Our platform ensures that you can quickly provide your clients with flexible, competitive lending terms, fostering trust and long-term relationships.

Once you submit a request on CreditPath.io, creditors typically provide tailored options within 24 hours. These options are then automatically uploaded to the platform, where you can review and track them electronically. This quick turnaround allows you to consult with your clients promptly, ensuring they have access to the best credit solutions in a timely manner.

Currently, tracking progress is done directly through communication with the credit provider. Once you submit a request, you’ll work with the creditor to stay updated on the status and next steps. In the future, CreditPath.io will be rolling out a dashboard that will provide electronic tracking of requests, offering an even more streamlined experience for advisors.

Yes, CreditPath.io allows you to offer highly customizable credit solutions. Once you submit a request, creditors provide tailored options based on your client’s needs. You can select from a variety of products—including business financing, mortgages, and luxury asset loans—and choose the terms that best suit your client's situation. This flexibility ensures you can offer the most relevant and effective solutions for each unique case.

Yes, the credit terms provided through CreditPath.io are highly competitive. In fact, all creditors on our platform must offer better terms and fees than what’s available at retail to be included. We work with a select network of top-tier creditors who provide exclusive, hard-to-find lending terms, ensuring you can offer your clients the best possible financing options with discounted rates and fees.

Once you receive the tailored credit options from the creditors, you can easily share them with your clients. The options are delivered electronically through CreditPath.io in PDF format, allowing you to print the term sheets or share them digitally. Additionally, the term sheets include a URL link for your clients to apply for credit directly, streamlining the process and making it simple for them to move forward.

No, CreditPath.io is completely free for financial advisors. There are no upfront or hidden fees to access our platform or request credit options. Our goal is to provide you with seamless access to top-tier credit solutions and exceptional service without any added costs.

No, CreditPath.io does not compete with you or steal your clients. We are dedicated to supporting financial advisors and enhancing their client relationships. Our platform is designed to help you offer tailored credit solutions to your clients, not to bypass or replace you. We believe in fostering long-term partnerships with advisors, and all communication and interactions with clients remain under your control. We are committed to maintaining a non-competitive and collaborative approach.

TThe competitive terms and discounted fees offered through CreditPath.io are possible because of the exclusive relationships we have with our network of creditors. These creditors agree to provide better terms than retail in exchange for our structured process, which includes working directly through CreditPath.io. By using the platform, you and your clients benefit from these lower costs.

However, it’s important to note that our terms and conditions prefer that all transactions be processed through CreditPath.io. This ensures access to the exclusive terms and fees we’ve secured with our creditors. Circumventing the platform would result in losing access to these benefits. Our goal is to maintain the integrity of the relationships we’ve built and continue offering the best possible financing options.

The process for using CreditPath.io is simple and efficient:

Submit a Request: Financial advisors begin by submitting a request on the platform, specifying the client’s needs and preferences for credit solutions.

Automated Outreach: Once the request is submitted, our system automatically reaches out to a network of trusted creditors who will review the request and provide tailored options.

Receive Tailored Options: Within 24 hours, the creditor options are uploaded to CreditPath.io. Advisors can review the terms, including exclusive rates and fees, and select the best options for their clients.

Client Consultation: Advisors consult with their clients using the term sheets provided. These options are available in PDF format and include a URL link for clients to apply for credit directly.

Track & Finalize: The advisor tracks the progress directly with the creditor until the credit is successfully processed and finalized.