Start Your Consultation
Packages tailored to your income structure and goals.Structured guidance before you approach lenders
Proper positioning for salaried professionals — ensuring stronger approval outcomes from the start.
Upgrade options available during your consultation
Everyone begins with the Basic Consultation. Your advisor will recommend an upgrade path based on your needs.
What's included
Everything in Basic, plus
Everything in Advanced, plus
Client's Top Pick
Build the foundation banks need to say yes
Helping self-employed professionals organize their business, finances, and records — so lenders see you as loan-ready.
Upgrade options available during your consultation
Everyone begins with the Basic Consultation. Your advisor will recommend an upgrade path based on your needs.
What's included
Everything in Basic, plus
Everything in Advanced, plus
Client's Top Pick
Navigate Jamaica's loan process from anywhere
Dedicated support for diaspora clients — with real communication, real updates, and someone reliable on the ground.
Upgrade options available during your consultation
Everyone begins with the Basic Consultation. Your advisor will recommend an upgrade path based on your needs.
What's included
Everything in Basic, plus
Everything in Advanced, plus
Client's Top Pick
Get back on track for loan approval
A structured recovery plan to rebuild your credit profile, restore eligibility, and set a clear path forward.
Premium upgrade available during consultation
Start with your Basic assessment. Your advisor will recommend Premium if your situation needs hands-on lender negotiation.
What's included
Everything in Basic, plus
Client's Top Pick
Note: Fees listed are professional service fees for consultation, document review, and bank management. They do not include bank processing fees or interest.
What's in each package
Everyone starts with the Basic Consultation. Upgrade anytime during your advisory session.
Features | Basic Consulation | Advanced | Premium |
|---|---|---|---|
| Financial Positioning & Strategy | |||
| Debt service ratio (DSR) calculation | |||
| Credit history review | |||
| Budgeting assistance | |||
| Lender matching | |||
| Switch between banks (if declined/unfavorable offer) | |||
| Application & Representation | |||
| Lender appointment setup | |||
| Loan writing & structuring | |||
| Complete application preparation | |||
| Application handover to lender | |||
| Follow-ups until disbursement | |||
| Real-time email alerts | |||
| 24/7 web app tracking | |||
| Direct bank/dealer/third-party communication | |||
| Vehicle Loan Support | |||
| Assist locating vehicle or dealer | |||
| Assist with insurance quotes | |||
| If Vehicle Is Sold, Assist Locating Another | |||
| Property Loan Support | |||
| Assist Locating Property or Realtor | |||
| Assist with pre-qual letter | |||
| Assist with insurance quotes | |||
| Choose Your Situation |
Financial Positioning & Strategy
Debt service ratio (DSR) calculation
- Basic Consultation
- Advanced
- Premium
Credit history review
- Basic Consultation
- Advanced
- Premium
Budgeting assistance
- Basic Consultation
- Advanced
- Premium
Lender matching
- Basic Consultation
- Advanced
- Premium
Switch between banks (if declined/unfavorable offer)
- Basic Consultation
- Advanced
- Premium
Application & Representation
Lender appointment setup
- Basic Consultation
- Advanced
- Premium
Loan writing & structuring
- Basic Consultation
- Advanced
- Premium
Complete application preparation
- Basic Consultation
- Advanced
- Premium
Application handover to lender
- Basic Consultation
- Advanced
- Premium
Follow-ups until disbursement
- Basic Consultation
- Advanced
- Premium
24/7 web app tracking
- Basic Consultation
- Advanced
- Premium
Real-time email alerts
- Basic Consultation
- Advanced
- Premium
Direct bank/dealer/third-party communication
- Basic Consultation
- Advanced
- Premium
Vehicle Loan Support
Assist locating vehicle or dealer
- Basic Consultation
- Advanced
- Premium
Assist with insurance quotes
- Basic Consultation
- Advanced
- Premium
If vehicle is sold, assist locating another
- Basic Consultation
- Advanced
- Premium
Property Loan Support
Assist locating property or realtor
- Basic Consultation
- Advanced
- Premium
Assist with pre-qual letter
- Basic Consultation
- Advanced
- Premium
Assist with insurance quotes
- Basic Consultation
- Advanced
- Premium
Still have a specific question?
Our advisors provide one-on-one assessments to handle unique financial situations.
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