Infinity Blueprint — Client Intake
Section 1 — Identity Lenders match you across 19+ databases. Exact spelling matters more than most people realise, so please match your ID and your credit report.
How long at this address
- Select - Less than 6 months 6-12 months 1-2 years 2-5 years 5+ years
Section 2 — Income This drives how much funding your profile can realistically support.
Employment status
- Select - W-2 employee Self-employed Business owner Retired Not currently employed Other
How long at this income source
- Select - Less than 6 months 6-12 months 1-2 years 2-5 years 5+ years
Section 3 — Banking Banks fund relationships, not strangers. This determines your sequencing.
How long with them
- Select - Less than 6 months 6-12 months 1-2 years 2-5 years 5+ years
Average checking balance
- Select - Under $500 $500-$1,999 $2,000-$4,999 $5,000-$9,999 $10,000-$24,999 $25,000+
Overdrafts in the last 12 months
- Select - None 1-2 3-5 6 or more
Do you have a savings account with that bank?
Section 4 — Business Skip if you have no registered entity. Answer if you want the business funding path.
Do you have a registered business entity?
Entity type
- Select - LLC S-Corporation C-Corporation Sole Proprietorship Partnership Not sure
Average business checking balance
- Select - No business account Under $1,000 $1,000-$4,999 $5,000-$9,999 $10,000-$24,999 $25,000+
Section 5 — What you are trying to do This sets the sequence and the timeline.
Target funding amount
- Select - Under $25,000 $25,000-$49,999 $50,000-$99,999 $100,000-$249,999 $250,000+ Not sure yet
When do you need it
- Select - Within 30 days 1-3 months 3-6 months 6-12 months Just building for the future
Have you been denied credit in the last 6 months?
Section 6 — Anything else
How did you find MoneyCodez?
- Select - YouTube Google search Instagram Facebook X / Twitter A friend referred me Email from Joel Other
Submit my intake
