Bank-Ready Reports—Simple, Standardized, Fast

Turn non-PII bands into lender-friendly summaries and a single Readiness Score.

How It Works

1. Enter bands (credit, income, savings) + milestones

2. We compute a Readiness Score and narrative

3. Print or share a clean, one-page report

What’s Inside the Report

• Readiness % bar

• Summary + Timeline

• Client snapshot (bands only)

• Completed milestones

Trust / MVP Notice

No intake PDFs. No PII storage. Bands only. Print to PDF from your browser.

FAQ

• What data do you need? Initials + bands + milestones (no PII).

• How do I send data? Use our Google Form or reply with the CSV schema.

• Can we customize the weightings? Yes, we’ll tune credit/income/savings weights to your policies.

• Will this integrate with our CMS/CRM? We’re piloting a lightweight flow first; deeper integrations can follow.