How to Integrate Freshstart Lending Into Your Client Journey
Every DSC wants to guide clients through a program that feels structured, transparent, and achievable. Freshstart Lending was designed to fit naturally into that framework, making the process smoother without changing the foundation of what you already do.
The Client Journey in Four Steps
- Clients enroll in your program and begin making regular escrow payments
- After six consecutive on time monthly payments, they are eligible to apply
- Clients complete a simple online application for a Freshstart loan
- If approved, funds are deposited into escrow and used to pay creditors. The client then continues with one fixed monthly payment
Preparing Your Team
Integration is all about communication. Advisors should use clear language, present eligibility and timing up front, and keep every explanation consistent across your website, emails, and calls. A CRM trigger can help you identify when clients are close to eligibility so you can reach out at the right moment. Training your team to focus on positivity, transparency, and active listening makes the process easier for both sides.
Why It Strengthens Your Program
When Freshstart Lending is woven into the client journey, clients feel guided and supported. Your team spends less time answering the same questions about timelines and payments, and your business benefits from earlier settlement funds. It is a natural addition that improves outcomes for everyone involved.
Learn more or contact us today.
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