Client Dashboard

Full-Service Financial Consulting · May 13, 2026

🔔

Welcome back, Jessica 👋

Your credit score increased +47 points since enrollment. Your LLC is active, 2 funding applications are in review, and you have 3 matched grant opportunities. JC3 stays with you every step of the way.

687
Personal Credit
↑ +47 pts since Jan
72
Business Credit (Paydex)
↑ +22 pts
💰
In Review
$85,000
Funding in Pipeline
⏳ 2 applications under review
Secured
$42,000
Total Funding Secured
↑ Approved & Disbursed
🃏
Active
$68,500
Total Credit Available
↑ 5 cards · 11% avg utilization
🏛️
Matched
3
Grant Opportunities
Up to $35,000 available
Credit Score Journey
Personal & business credit restoration progress
Personal FICO
Business Paydex
Target (750)
Score Factors
Personal credit breakdown
687
Payment History
Excellent
Credit Utilization
Good
Credit Age
Fair
New Inquiries
Good
Credit Mix
Good
Negative Items
2 left
🎯 Goal: 750 by Dec 2026
63 pts to go
Your JC3 Services
All active, in-progress, and available services
💳
Credit Restoration
2 negative items remaining. Dispute Round 3 in progress with bureaus.
In Progress
🏢
LLC Formation
JC Coleman Enterprises LLC — Active. EIN issued. Operating agreement filed.
Complete
💰
Business Funding
$65,000 LOC application submitted. $20,000 SBA microloan in review.
In Review
🧍
Personal Funding
Personal loan ($20K) approved. Installment plan established for debt optimization.
Funded
🃏
Credit Card Stacking
5 business cards secured totaling $68,500 available credit at 11% utilization.
Active
🏛️
Business Grants
3 matched opportunities identified. 1 application submitted. Up to $35K available.
Matching
📈
Tradeline Services
3 seasoned tradelines added. Avg age: 8.4 yrs. Estimated +55 pt impact.
Active
🤝
Fintech Partner Network
Access extended products: equipment financing, merchant cash, invoice factoring.
Available
Funding Pipeline
Active applications & secured funds
Personal Loan — Chase
24-month term · 9.4% APR · Disbursed May 2
$20,000
Approved
Business Line of Credit — Blue Vine
Revolving · 12.5% · Disbursed Apr 18
$22,000
Approved
Business LOC — Fundbox
Submitted May 8 · Decision est. May 20
$65,000
In Review
🏦
SBA Microloan
Submitted May 1 · 6.5% · Up to 72 months
$20,000
Pending
Total pipeline value $127,000
LLC Formation
JC Coleman Enterprises LLC
Active
Articles of Organization
✓ Filed — Feb 14, 2026
EIN Obtained
✓ IRS EIN: 87-XXXXXX
Operating Agreement
✓ Signed & notarized
Business Bank Account
✓ Chase Business — Opened Mar 1
Business Credit Profile
Dun & Bradstreet · Paydex: 72 · Building
6
Business Credit Cards
Target: 3 net-30 vendors + 2 cards
Action Items
3 open
🚨
Upload bank statements
Fundbox needs 3 months of business statements to complete your $65K LOC application. Due May 16.
Upload →
⚠️
Respond to dispute letter
Equifax sent a verification request for your Round 3 dispute. Response window closes May 22.
Respond →
📝
Complete WOSB certification
Women-Owned Small Business cert unlocks $15K grant eligibility. Estimated 45 min to complete.
Start →
Upcoming
22
May
Credit Strategy Review
With Advisor · 10 AM · Video Call
05
Jun
Funding Results Debrief
Fundbox + SBA decision follow-up
Tradeline Services
3 seasoned tradelines added to your profile
🏦
First National Bank — Authorized User
12 yr history · Added Apr 2026
$15,000
+22 pts est.
💳
Coastal Credit Union — AU
8 yr history · Added Mar 2026
$8,500
+18 pts est.
🏛️
Heritage Savings — AU
5 yr history · Added Feb 2026
$5,000
+15 pts est.
Estimated total score impact +55 pts
Credit Card Stack
Business credit card portfolio · 11% avg utilization
Amex Blue Business Plus
Business · No annual fee
$18,000
8% used
Chase Ink Business Cash
Business · $0 annual fee
$15,000
12% used
Capital One Spark Cash
Business · 2% cashback
$12,500
15% used
US Bank Business Triple Cash
Business · $0 annual fee
$12,000
9% used
Wells Fargo Business Platinum
Business · Low APR
$11,000
13% used
Total available credit $68,500
Business Grants
Matched opportunities & applications
WOSB Federal Contracting Grant
SBA · Women-Owned Business
$15,000
Matched
⏰ Action needed: Complete WOSB cert first
Minority Business Development Grant
MBDA · Federal · Non-repayable
$10,000
Applied May 6 · Decision by Jun 15
Small Business Resilience Fund
State of GA · Local businesses
$10,000
Matched
⏰ Deadline: June 30, 2026
Total grant potential $35,000
Fintech Partner Network
Extended products through our trusted partner
Partner Advantage
Where our direct services end, our network begins. Access products we don't offer directly — with JC3 guidance at every step.
🖨️
Equipment Financing
Up to $150K · Same day approval
Explore →
🧾
Invoice Factoring
Advance up to 90% of invoices
Explore →
💵
Merchant Cash Advance
Revenue-based · Fast funding
Explore →
🏠
Real Estate Investing
DSCR loans · No income docs
Explore →
📱
Digital Banking
Business accounts + rewards
Explore →
🌐
International Payments
Multi-currency · Low fees
Explore →
Recent Activity
$20K Personal Loan Disbursed
May 2, 2026 · Chase Bank
Funding
📄
Round 3 Dispute Filed — Equifax
Apr 30, 2026 · Credit Restoration
Credit
🃏
Wells Fargo Business Card Approved
Apr 24, 2026 · $11,000 limit
Stacking
📈
Tradeline Added — First National Bank
Apr 15, 2026 · 12yr history · $15K
Tradeline
🏢
Business Bank Account Opened
Mar 1, 2026 · Chase Business Checking
LLC
📊
Credit Score Updated · +12 pts
May 10, 2026 · Now 687
Score