Credit repair is powerful — but alone, it’s incomplete.

Most clients aren’t fixing their credit just to have a good score. They want access to capital. They want leverage. They want growth.

If you stop at credit repair, you’re leaving massive opportunity on the table — for them and for you.

Trulli lets you step into the next role: a strategic capital partner.

Why Funding Is the Natural Next Step

You’ve already earned trust by helping them clean up their report and boost their score. You’ve guided them through the most technical, sensitive part of their financial story.

But once their credit is in shape, what happens next?

Most clients don’t know where to go. They apply randomly. They get denied. They burn inquiries. They get stuck in a high-interest cycle that undoes everything you helped fix.

With Trulli, you become the solution.

What It Means to Become a Capital Partner

As a capital partner, you’re no longer just the person who fixed their credit. You become the one who shows them exactly how to turn that into leverage.

You don’t have to be a lender. You don’t have to become a financial advisor. You just need to guide them to the next step — and Trulli does the heavy lifting.

With a few inputs (credit data, business basics, funding goals), Trulli generates a custom funding sequence:

• Which products they qualify for

• What lenders look for

• When to apply

• What to avoid

• Email-ready templates to hand off the plan or send it yourself

Monetization: What You Can Charge

Once you move beyond credit repair and into capital advisory, you unlock new ways to monetize your expertise:

• Funding Readiness Assessments ($250–$500)

• Capital Access Plans ($750–$2,000)

• Full-service implementation with a partner broker (10–15% commission)

• Bundled credit + capital consulting packages

You can also white-label the experience and make it a branded offer under your business — whether you’re a solo advisor or scaling a team.

Use Case: A Client With a 720 Score & No Direction

Let’s say you helped a client go from a 580 to a 720 in 6 months. Now they want to start a business or expand one.

Without guidance, they apply for 3 cards online, get 2 denials, burn inquiries, and end up with an unnecessary $50K MCA at 40%.

With Trulli:

• You run a funding analysis in minutes

• You generate a tailored plan: $75K in potential approvals, timed in sequence

• You walk them through it or hand it off with instructions

That’s results — and transformation.

Why Clients Will Stick With You

When you help someone not just improve their profile but actually use it to build something, you become irreplaceable.

That’s retention. That’s referrals. That’s recurring value.

The Bottom Line

Credit is just the entry point. Funding is the bridge to the life your clients are trying to build.

You already helped clean up the foundation. Now help them construct the future.