Leads are everywhere
Forms, DMs, calls, spreadsheets, and inboxes create a fragmented view of who needs attention.
✦ Funding + credit operators · WBA AI inside
Your business.One command center.
Capture leads, manage funding and credit clients, automate follow-up, book calls, collect payments, and track every next step—without stitching together seven different tools.
No contractsGuided onboardingAll core features included
ScaleApe command centerLive workflow
8◆✉●▥
Pipeline overview
+ Add clientFunding operations
Active clients148+12 this week
Tasks closed86%On track
Next actions24Due today
Client pipelineIllustrative workspace
● New inquiry
Lewis Capital
Northstar LLC
● Docs in
Apex Brands
M. Carter
● Submitted
Brightway Co.
Studio Eleven
● Funded
Oak & Co.
Vista Group
The infrastructure behind 1,000+ small businesses.
Secure workflowsMobile readyGuided onboarding
Built around the work
Your business shouldn’t run on seven tabs and memory.
Generic software gives you features. ScaleApe gives funding and credit operators a connected system for the moments that actually move revenue forward.
Follow-up depends on memory
Hot prospects cool off when reminders, document requests, and appointment nudges stay manual.
Client status is unclear
Your team wastes time asking where a client stands instead of seeing the next action instantly.
Tools multiply, insight shrinks
Every extra app creates another login, another bill, and another place for information to disappear.
Feels made for your business
One platform. Two revenue engines.
Switch the workflow—not your software. ScaleApe gives each side of your business the process it needs while keeping the operation connected.
From fresh lead to funded client.
Build a clean, repeatable path for applications, documents, calls, submissions, payments, and post-funding follow-up.
The ScaleApe stack
Eight systems. One login. Zero duct tape.
Everything your team needs to attract, convert, serve, and retain clients—connected by one client record and one automation engine.
Lead capture
Funnels, websites, forms, surveys, chat, and social messaging feed one organized contact record.
Unified inbox
Keep SMS, email, Facebook, Instagram, and web chat conversations in one place.
Industry pipelines
Build repeatable funding and credit workflows with clear ownership and next actions.
Automated follow-up
Create triggers, workflows, campaigns, reminders, and missed-call text-back sequences.
Booking
Turn interest into appointments with team calendars, reminders, and rescheduling.
Sites + funnels
Launch pages, blogs, lead magnets, and membership content without another platform.
Payments
Send invoices, proposals, estimates, and payment links from your client workflow.
Reporting + mobile
Track pipeline activity, conversations, and team follow-up from desktop or mobile.
Only inside the ScaleApe ecosystem
More than a CRM with your logo on it.
ScaleApe layers Wealth Builder Academy intelligence, faster qualification workflows, and funding-specific launch assets on top of the operating system your team uses every day.
Know the numbers. Know the next move.
Log your daily activity, see the real drivers behind revenue, and turn your income goal into a personalized action plan based on your own historical performance.
Path to $15K/monthPERSONALIZED
Leads / mo.34
Booked calls17
Offers6
Closed deals3
Sales, marketing, revenue, and funding KPIsAI goal planner with daily and weekly targetsAsk WBA AI, trained on Academy resourcesExportable reports and accountability tracking
Soft-pull financial readiness
With a connected partner tool, review a lead’s credit profile, available credit, reported income, DTI, debt, and potential financing matches before the sales conversation.
Requires lawful authorization/permissible purpose and a separate provider account. Availability, data, and usage fees are controlled by the third-party provider.
Personal loan pre-qualifier
Help clients preview potential personal-loan offers through Credible without a hard inquiry during prequalification, then decide whether to continue to a full application.
Prequalification is not an approval or guarantee. A full application may result in a hard inquiry and different terms.
Prebuilt funding automations
Start with lead response, appointment, document follow-up, nurture, and reactivation sequences instead of building from zero.
Prebuilt funding website
Launch with a funding-focused web presence connected to your forms, calendar, contacts, and follow-up workflows.
Onboarding, not overwhelm
Get a system your team can actually use.
ScaleApe is not another blank dashboard dropped in your lap. Your subscription begins with guided onboarding so you can move from scattered tools to a practical operating rhythm.
Start with guided onboarding →Subscribe and schedule
Choose the all-access member plan, then schedule the onboarding session required to activate your account.
Shape your workflow
Set up pipelines, calendars, forms, messages, and automations around your funding or credit business.
Run the business in one place
Give your team one view of every lead, conversation, appointment, payment, and next action.
Simple member pricing
One plan. Everything unlocked.
No feature maze. No “upgrade to unlock” surprise. Wealth Builder Academy members get the complete core ScaleApe operating system in one plan.
Academy member access
ScaleApe All-Access
$97/ month
The complete core feature set for building and operating your funding or credit business.
Get instant access →Everything included
WBA AI dashboard + goal planner
CRM + unlimited pipelines
Two-way SMS and email inbox
Funding automations + website template
Websites, funnels, forms, and surveys
Workflow and campaign automation
Team calendars and reminders
Reputation management
Invoices, estimates, and text-to-pay
Reporting and mobile app access
Membership and course builder
Complete guided onboarding
Monthly recurring subscription. All payments are final and non-refundable. Cancellation must be requested by email at least 72 hours before the next billing date. Connected third-party qualification tools may require separate accounts, consent, eligibility, or usage fees.
Questions, answered
Know exactly what you’re getting.
Straight answers about access, onboarding, billing, and using ScaleApe across your funding and credit workflows.
ScaleApe is designed for operators building or growing a business funding company, credit repair company, or a hybrid business that offers both.
Yes. The Wealth Builder Academy member offer is positioned as one all-access core platform plan. Connected third-party tools may have separate provider accounts, terms, eligibility, consent requirements, or usage fees.
No. Guided onboarding is included. After subscribing, schedule the onboarding call required for account activation and learn the core workflow.
Yes. Create separate pipelines, forms, automations, calendars, templates, and campaigns for each service while keeping contacts and conversations in one workspace.
All payments are final and non-refundable. Email [email protected] at least 72 hours before the next billing date to request cancellation. Review the linked policies before subscribing.
Build the machine behind the business
Stop managing tools. Start scaling operations.
Give every lead, client, conversation, payment, and next action one place to live.
Get ScaleApe for $97/month →