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Professional & organization partners

Partner with FundedCEO™. Free education for the people you serve, with no referral fees and nothing shared.

You see people turned down for a loan, a home, a car or a job, and you can't be their credit coach. We run a free, independent, educational session so they have somewhere honest to go. You share a link. We never pay you for referrals, take client lists, or send credit information back to you.

This is not a referral-fee program, though any organization can sponsor a person's education. This is education, not legal, tax, insurance, investment or financial advice, and we do not guarantee any credit-score change, approval or outcome. The Credit Autopsy™ session is free. Additional FundedCEO™ services may carry a fee, which is explained in writing before anyone decides.

30+ yearsIn lending and finance
$400M+Originated, structured and managed
15 yearsAcross Morgan Stanley, HUD and Capital One
Both sidesFormer loan officer and realtor
The model, straight

No referral fees. Nothing shared. Nothing hidden.

Most professions that could refer someone to us are restricted in how they can be compensated for it, or in what they can share about a client. So we built one model that works for all of them: no referral money, no data and no inducement.

What we do

Partner

  • Run the educationA free, independent Credit Autopsy™ session on our own platform.
  • Supply the review packageDue-diligence materials, approved wording and a link or QR code.
  • Report only anonymouslyActivity counts such as link clicks. Never names, scores or results.
  • Disclose who we areWe are a for-profit company, and any paid option is explained in writing first.
What we don't do

The things that put a license or a mission at risk

  • Pay for referralsNo referral fees, lead fees, gifts or revenue shares, however they are labeled.
  • Take client dataNo lists, applications, case files or records.
  • Operate under your nameNo white-label services and no use of your name without permission.
  • Promise outcomesNo guaranteed approvals, funding, score changes or timelines.
Sponsorship. Any organization can pay for a person who wants more support. It covers the education that person receives and is never tied to a referral. The tradeoff, honestly. Because no one is paid for referrals, there is no revenue for you and no lead flow. If you want referral income, these pages are not for you. If you want a trustworthy, free place to point the people you serve, they are. This page is general information, not legal advice.
How it works

Four steps, with your review built in.

1

Choose your page

Read the model written for your profession and request to become a partner.

2

Complete your review

Your compliance or ethics team reviews us. We supply a due-diligence package and sign short Partner Terms.

3

Approve the materials

Approved wording, a link and a QR code. Nothing goes out in your name without your sign-off.

4

Share the link

The person decides and registers privately. You see anonymous counts only.

Straight answers

Questions partners ask first.

Which page is mine?

Pick the one closest to your work. If you fit two, use the one that matches the people you would actually share the link with. If your profession is not listed, ask us for a call and we will tell you honestly whether we are a fit.

Is there a fee, or can I be paid?

There is no cost to join, and no one is paid for referrals. That is on purpose, and it is why one model works across professions. If you want to cover the cost for someone who wants more support, you can sponsor their education.

Do I need approval before I can share the link?

Yes. Access follows your own review and signed Partner Terms. Until then, requests are early-access requests, and nothing is agreed or sent in your name.

Will you send me clients, or share what my clients do?

No. We do not refer people to partners, and we never send names, scores or results back to you. You see anonymous activity counts only.

Is this advice?

No. The session is education. FundedCEO™ is not a law firm, lender, bank, adviser or CPA firm, and does not guarantee any outcome.

Is it really free for the people I send?

The educational session is free. Participants pull their own reports through our credit-monitoring provider, which currently offers a $1 trial for the first 7 days and then $29.90 a month unless they cancel; the terms are on that provider's sign-up page. Any paid FundedCEO™ service is explained, with its cost, in writing first.

Not sure which page fits?

Tell us what you do and who you serve. We will point you to the right page, or tell you honestly if we are not a fit.

Talk to us
FundedCEO™, a division of NeoValor Advisors LLC

This page is for professionals and organizations and is general information only. It is not legal, tax, insurance, investment or financial advice. FundedCEO does not pay for or accept referrals, lead fees or gifts to or from partners, does not accept client lists or personal information, accepts payment from an organization only when it sponsors a person's education, and does not send consumers' credit information to any third party. Partners are independent and are not employees, agents or representatives of FundedCEO™. FundedCEO is not a lender, bank, law firm, CPA firm, investment adviser, insurance producer or consumer reporting agency, and does not guarantee any credit-score increase, deletion of accurate information, approval, funding or any specific outcome. Consumers have the right to dispute inaccurate or incomplete information on their credit reports themselves, without paying a credit repair company.

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