What’s Included:
✅ Custom CRM dashboard setup (powered by monday.com)
✅ Private lender & deal intake forms
✅ Deal vetting checklist & automation
✅ Visual chart views to track capital
✅ Private money lender funnel
✅ Warm/cold/hot email campaign templates
✅ Full team training video
✅ All systems built-for-you (powered by monday.com)*
🔔 Note: Requires an active monday.com account (not included).
🔒 One-time payment. No subscription. Non-refundable.

✔ You’ll receive an onboarding email with setup instructions
✔ A team member will begin your system build
✔ Your DFY dashboard will be ready in 2–3 business days
How it Works
Watch this demo video to see what it looks like and how the system works with built in automations to make your life easier
Here’s what most people ask before they buy — read this first so you know exactly what to expect.
No — all digital and system-based products are final sale. Please review what’s included before purchasing.
Check your email! You’ll receive:
- A confirmation email with your receipt
- Your digital product download link or onboarding form
- Info on how to access training materials (if applicable)
📩 Didn’t receive your email? Check your spam folder or reach out to [email protected].
No. While the system is built on monday.com, you’ll be responsible for creating your own account and covering your monthly subscription. We’ll provide instructions and access to our templates after purchase.
Email us at [email protected] — or book a quick call if you want to talk it through.