ILS Client Portal
A fully integrated client portal for The Ivy League Solutions LLC — combining secure intake forms, a digital product store, membership tiers, AI-powered chat, and real-time Square checkout into one branded experience.
14
Pipeline Stages
32
CR Letter Templates
284
Vitest Tests
10
GHL Custom Fields
Client Journey
Discovery Call
Book via Calendly
Sign Contract
SignWell e-signature
Complete Intake
Secure portal form
Service Delivery
Track your progress
Funded & Retained
Membership + store
Core Features
Six core client-facing systems — all branded, all automated, all connected.
Four service-specific intake forms with encrypted submission, document upload, and automatic GHL contact creation.
White-label ebook store with live Square checkout, BNPL installment option, and automated delivery emails.
Three-tier membership with curriculum access, community channels, office hours, and automated welcome sequence.
Three lead magnet opt-in pages that capture email leads, deliver content via Resend, and auto-create GHL contacts.
Anthropic-powered chat assistant on every public page. Answers questions about services, pricing, and qualification requirements.
Fully automated email sequences for every client touchpoint — intake, purchase, membership, and lead magnets.
Intake System
Each intake form is service-specific, encrypted, and automatically syncs 10 custom fields to the GHL CRM pipeline.
All Services
For clients who have already selected their service package. Covers identity verification, business details, credit profile summary, and required document uploads including government ID and EIN letter.
Begin FormLLC Formation
For clients enrolling in the Business Set-Up & Formation service. Captures desired business name options, state of formation, registered agent preference, and member information.
Begin FormCredit Building
For clients building their D&B Paydex, Experian Business, and Equifax Business profiles. Covers current scores, existing vendor accounts, authorized user tradelines, and credit goals.
Begin FormFunding Readiness
For clients preparing their bank and underwriter file. Captures business financials, 3-month bank statement summary, existing debt obligations, use of funds narrative, and target funding amount.
Begin FormTradeline Service
For clients enrolling in the Tradeline Service. Authorize your tradeline package, provide your current FICO score, and set your funding goal. Packages from $497–$1,197.
Begin FormDigital Product Store
White-label digital guides built from the exact strategies used in 1-on-1 consulting. Instant download. Square-secured checkout.
Digital Guide
$37 one-time
Complete step-by-step guide to building a strong business credit profile. D&B Paydex, Experian Business, Net 30 vendor accounts, and the exact sequence to reach fundable credit scores.
Complete Purchaseor 3 payments of $12.33
Digital Guide
$27 one-time
Master your personal FICO score. Covers the 5 FICO factors, authorized user tradeline strategy, utilization optimization, dispute process, and 0% APR qualification targets.
Complete Purchaseor 3 payments of $9.00
Digital Guide
$47 one-time
The proven framework for accessing $100,000 in business funding within 30 days. Bank file preparation, lender stacking strategy, and the exact documents needed for approval.
Complete Purchaseor 3 payments of $15.67
Membership Tiers
Monthly membership with curriculum access, live office hours, community channels, and direct access to Nicholle's consulting framework.
$97/month
Most Popular
$197/month
$397/month
Free Resources
Lead magnet opt-in pages that capture email leads, deliver content instantly via Resend, and auto-create GHL contacts.
The first chapter of the Business Credit Blueprint. Covers the foundational business credit profile structure and the exact first 3 steps to get a D&B Paydex score.
theivyleaguesolutions.com/free/credit-blueprint
Get Free ResourceThe 26-point checklist used to evaluate every client's funding readiness. Know exactly where you stand before spending a dollar on consulting.
theivyleaguesolutions.com/free/funding-checklist
Get Free ResourceThe introduction and framework overview from the 100K in 30 Days Blueprint. Understand the lender stacking strategy before you buy the full guide.
theivyleaguesolutions.com/free/100k-preview
Get Free ResourceAI Chat Widget
An Anthropic Claude-powered chat assistant is embedded on every public page of the portal. It answers questions about ILS services, pricing, qualification requirements, and routes interested visitors to the Calendly booking form.
ILS Virtual Assistant
Online now
Hi there! I'm the ILS virtual assistant. I can help you understand our services, pricing, and whether you qualify for business funding. What would you like to know?
Just now
What do I need to qualify for the 0% APR business credit program?
Just now
Great question! The 0% APR program requires: 720+ personal FICO, your oldest credit card open 2+ years with a $2,500+ limit, utilization under 30%, and no bankruptcies. Results vary based on individual profile — would you like to book a free discovery call?
Just now
Compliance — Built Into Every Touchpoint
The Ivy League Solutions LLC provides consulting and education services only. Every client-facing page, email, and AI chat response includes the required compliance disclosures. The portal is not a lender, financial advisor, credit repair organization, or mortgage broker. Results vary based on individual profile. A 9.99% success fee applies upon approval for applicable services. All unsecured products require a personal guarantee.