Pull in SmartCredit / IdentityIQ reports or client uploads to start an audit.

Every client, their stage, next action, and follow-up dates.

The 7-step intake that builds a Better Day Plan and creates the client's account.

Secure client documents — IDs, reports, court records, statements.

Client and team conversations with the full action feedback loop.

Workshops, Q&As, and meetups your clients can join.

Your personal storefront — 3 premium themes, services, books, and booking.

10 books you can read, brand, feature on your site, and resell at your price.

Your referral tree, team pyramid, and invite tools.

Your class ladder — Foundation to Legacy, with clear targets for each move up.

Agent modules and the knowledge library, from onboarding to compliance.

Connect Stripe, PayPal, Cash App, Venmo, or Authorize.net — and collect referral bonuses.

The Stripe Connect explainer — how platform payments and your pricing work.