Your business struggles with:
Winning new clients and closing deals.
How to MAKE more money and SAVE more money
Scaling up without breaking the bank.
Retaining existing clients.
The kicker: your clients face big challenges like these, too. 🤯
Your business struggles with:
AI-driven fintech solutions for your agency and your clients
All-in-one platform to drive demand, close deals, and manage client relationships.
Daily-use portal that engages your clients and proves your value
Marketplace with access to hundreds of products and services—never say “no” to a client request.
You pay the Co-Brand Program System Infrastructure Setup Fee.
The Co-Brand helps you to take advantage of higher revenue opportunities right away compared to the earnings as an affiliate
We launch your website from one of our templates, get you approved for a merchant account & implement tracking reporting software and MUCH MORE.
Training will be provided on all services provided and how to effectively run your Co-Brand business.
We provide marketing suggestions or you can start marketing to your current customer base.
After your customers enroll for the services or submit applications, Fundabl or one of our partners take over.
Flexible ways to earn revenue! Co-Brand Partners are able to mark up some prices and others, you receive commission from Novae or our partners.
Leverage our platform and credibility to increase your overall revenues, while maintaining your brand recognition!
Each financial service offering has its own dedicated and meticulously crafted sales page designed for maximum conversion impact.
Engage your audience with vibrant visuals, captivating video explainers, and sleek animated effects seamlessly integrated into each page, ensuring an immersive and memorable user journey.
Strategically positioned lead magnets and consultation booking prompts empower you to effortlessly capture and cultivate valuable leads.
From the moment site visitors land on our pages, they're greeted with easy-to-access options to connect, inquire, or apply, enhancing your chances for income generation and nurturing prospects along the way. It's convenience and conversion powerfully combined.
Simply put, the Co-Brand serves as a welcoming host for the traffic you direct to it, guiding visitors to easily discover and engage with their choice of financial service.
Business Consultant
Build Customer Loyalty
By providing a range of financial services, consultants can build customer loyalty and encourage repeat business. Customers are more likely to return to a consultant that provides them with a full suite of services.
Realtor
Gain Competitive Edge
Offering ancillary financial services can help a realtor differentiate themselves from competitors. By providing a full range of services, including financial services such as mortgage referrals, loan referrals, and credit repair services, a realtor can stand out from other real estate agents who do not offer these services.
Taxes & Accounting
Add Cross-Selling Opportunities
Offering financial services can provide cross-selling opportunities by introducing clients to products and services they may not have been aware of previously. This can help to expand the range of services offered by the tax professional and increase revenue.
You get a fully branded, automated platform loaded with high-converting funnels, authority content, and a CRM designed to scale — plus a suite of revenue-ready services and strategic partner relationships already in place for you to market and sell.
We handle the heavy lifting — you focus on building relationships, growing your brand, and collecting checks.
No guesswork. No burnout. Just results.
Build Trust. Fuel Engagement. Expand Reach.
Weekly branded blog content optimized for SEO and Google ranking — plus pre-formatted for social sharing with polished headlines, visuals, and captions.
You build authority while we fuel the traffic.
Capture Leads. Nurture Relationships. Convert on Autopilot.
High-converting branded funnels with lead magnets, persuasive offers, automated follow-up emails, and smart lead capture pop-ups — all connected to your CRM.
You get a full marketing machine — ready to work 24/7.
Show Up Where It Matters. Convert on Every Device.
Your site, pages, and funnels are built with mobile-first design, keyword-rich content, and smart metadata to help you rank and convert across platforms.
Duplicate Yourself. Multiply Your Income.
Build a revenue-generating team of partners, affiliates, or resellers under your brand and earn residual income on every sale they close.
Train Your Team Like Pros — Without Lifting a Finger.
Plug your team into a pre-loaded training system featuring:
🎥 On-demand product video modules
📩 Scripts, templates, and swipe copy
🧠 Sales psychology & closing tactics
🏆 Built-in rewards + continuous learning
Onboard. Empower. Duplicate.
Everything you need to manage leads, clients, and marketing campaigns:
🚀 Pipeline & automation
📆 Scheduling + reminders
🧑🤝🧑 Community hub
🌐 co-branded Website + sales pages
💬 Chat, forms & more
Done-for-You Services. Revenue-Ready Offers.
Tap into Fundabl’s pre-vetted marketplace of in-demand financial services — from credit building to funding programs and digital banking — all ready to sell under your brand.
We handle the fulfillment. You earn.
See What’s Working. Track What You’re Earning.
📈 Conversion & funnel data
📩 Email engagement
📊 Team activity
💸 Affiliate sales, commissions & payouts
Full visibility into your business metrics and income
We Don’t Just Set You Up — We Set You Up to Win.
You’ll get personal onboarding, tech setup, and VIP support access — with guidance every step of the way.
Program includes domain, hosting, SSL certificate, and 1 email address. Custom work requests are charged separately.
*Preferred payment gateway provider is Stripe. Responsibility for applying for and setting up merchant account and payment gateway is on Co-Brand website owner. Fundabl will provide integration between Co-Brand website and Stripe at no additional cost.
$4,499
+ $295/mo
Basic platform fee starts 1 month after purchase date.
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No contracts - cancel anytime
$2,499
+ $149/mo
Basic platform fee starts 1 month after purchase date.
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No contracts - cancel anytime
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