ILS

The Ivy League Solutions

Client Intake Portal

Secure Client Onboarding

Welcome to Your
Client Intake Portal

You have signed your service agreement. Please complete the intake form below that matches your service package. All information is encrypted and stored securely.

1Sign contract in SignWell
2Complete intake form below
3Optimization call is booked

Select Your Intake Form

Choose the form that corresponds to the service you purchased. If you are unsure, select the General Client Intake form.

Most Common

All Services

General Client Intake

Complete this form if you have already selected your service package. Covers identity, business details, credit profile, and required document uploads.

Begin Form

LLC Formation Service

Business Formation Intake

For clients enrolling in the Business Set-Up & Formation service. Includes desired business name options, state of formation, and member information.

Begin Form

Credit Building Service

Business Credit Building

For clients building their D&B, Experian Business, and Equifax Business profiles. Covers current scores, existing vendor accounts, and credit goals.

Begin Form

Funding Readiness Service

Funding Readiness Intake

For clients preparing their bank and underwriter file. Covers business financials, bank statement summary, existing debts, and use of funds.

Begin Form

Important Disclosure

The Ivy League Solutions LLC provides consulting and education services only. We are not a lender, financial advisor, credit repair organization, or mortgage broker. Results vary based on individual profile. There is no guarantee of funding approval, credit score increases, or specific funding amounts. A 9.99% success fee applies upon approval for applicable services. All unsecured products require a personal guarantee.