Credit + Funding Systems That Help You Close Bigger Deals.
Scale Magnet builds CRM, automation, pipeline, contract, intake, payout, and follow-up systems for funding-only businesses, credit repair companies adding funding, and hybrid teams that need a cleaner backend to manage high-ticket client flow.
Funding Pipeline
Track leads, applications, documents, contracts, submissions, approvals, payouts, and partner handoffs in one connected process.
Built For Funding-Only Or Hybrid Companies
This page is not limited to credit repair companies. It is built for businesses that need a stronger backend for funding applications, qualification, contracts, referral tracking, affiliate payouts, lender handoffs, and client communication.
Funding-Only Companies
For businesses focused on personal funding, business funding, funding applications, lender matching, document collection, contract delivery, and funding status tracking.
Credit Repair + Funding
For credit repair companies that also offer funding and need a system that connects credit positioning, funding readiness, application flow, and client upsells.
Affiliate + Referral Teams
For teams that work with referral partners, affiliates, sales reps, or funding partners and need payout tracking, deal visibility, and cleaner handoffs.
From Lead To Funding To Payout
The system is designed to help your team see what stage every prospect or client is in, what documents are missing, who needs follow-up, which contracts are signed, and what affiliate or partner payout may be owed.
Lead Capture + Consultation Booking
Capture leads from funnels, website forms, ads, social media, or referral campaigns, then route them into consultation booking, funding inquiry forms, or application steps.
Funding Qualification + Intake
Organize funding readiness details, credit positioning questions, business information, income details, entity status, requested funding amount, and client goals.
Contracts + Payment Flow
Deliver agreements, invoices, payment links, split payment reminders, onboarding instructions, and next steps after the client signs or pays.
Document Collection + Review
Help clients submit required documents, statements, IDs, business information, credit monitoring access, or funding-related documents through a clearer process.
Lender + Funding Partner Handoffs
Move clients through submission, lender review, underwriting, approval, denial, resubmission, funded, and follow-up stages so your team knows what is happening.
Affiliate + Referral Payout Tracking
Track referral sources, affiliate names, deal status, payout eligibility, payout amounts, paid status, and internal reminders so partner relationships stay organized.
One Backend For Funding Operations
This is more than a pipeline. It can include the CRM, forms, workflows, contracts, payout tracking, automation, communication, websites, funnels, and operational structure needed to support the full client journey.
Lead Management
- Website and funnel lead capture
- Funding inquiry forms
- Consultation booking flow
- Lead source tracking
- Automated follow-up reminders
Contracts + Payments
- Contract delivery after qualification
- Payment links and invoices
- Split payment reminders
- Failed payment notifications
- Signed agreement tracking
Document Collection
- Client upload forms
- Missing document reminders
- Application checklist support
- Internal review tasks
- Client status updates
Affiliate Payouts
- Referral partner tracking
- Affiliate payout stages
- Deal source visibility
- Paid / unpaid payout tracking
- Internal payout reminders
Funding Pipeline
- New application
- Docs requested
- Submitted to lender
- Approved / denied / funded
- Renewal and follow-up stages
Communication Hub
- Email and SMS follow-up
- Appointment reminders
- Client update messages
- Missed call text back
- Reactivation campaigns
Funnels + Website Pages
- Funding offer pages
- Application pages
- Consultation pages
- Lead magnet funnels
- Payment enrollment pages
Team Automation
- Task routing after application
- Team notifications
- Internal reminders
- Status-change triggers
- Slack connection available
Funding Businesses Need Structure
Even if you do not offer credit repair, your business still needs a clean process for lead capture, qualification, application tracking, document collection, lender handoffs, contracts, follow-up, and payout visibility.
Connect Credit Positioning To Funding Readiness
If your company offers credit repair and funding, the system can help connect the client journey from credit cleanup or credit positioning into the funding process without losing track of the next step.
Built First. Then Managed Monthly.
Your credit + funding system setup is a one-time implementation investment. Monthly pricing is for ongoing labor after delivery — support, management, campaign updates, funnel edits, automation improvements, and continued backend optimization.
Credit + Funding CRM Build
This is the one-time implementation investment for building the backend system: CRM, funding pipeline, workflows, lead follow-up, applications, intake, onboarding, payments, contracts, calendars, forms, funnels, website sections, affiliate tracking, team routing, and operational structure.
Foundation
Light support after delivery for businesses that need small edits, troubleshooting, pipeline maintenance, and keeping the backend stable.
Momentum
Active monthly help for funnels, website updates, email and text campaigns, automation improvements, and lead flow optimization.
Authority
Deeper ongoing backend management for advanced workflows, integrations, campaign scaling, team automation, payout tracking, and operations support.
Licensing + White Label System Ownership
For business owners who want private GHL ownership, white-label control, and approved usage rights to the workflows, websites, funnels, automations, and backend systems built for their business.
Ready To Organize Your Funding Business With Cleaner Systems?
Book a strategy call and let’s map out the backend your company needs for leads, funding applications, contracts, document collection, partner handoffs, affiliate payouts, client communication, funnels, websites, and automation.
Funding Deals Need More Than Follow-Up.
They need structure, visibility, contracts, document flow, task routing, payout tracking, and a backend that helps your team know what happens next.
Start With A Call →