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                                                1. Technology
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                                                Portfolio retention
                                                LevelUp Score
                                                LevelUp Score screenshot 1LevelUp Score screenshot 2LevelUp Score screenshot 3

                                                Overview

                                                LevelUp Score is a compliance-first credit action plan platform that helps loan officers turn more applicants into qualified homebuyers. By analyzing a client’s credit report and financial goals, it generates a personalized step-by-step plan that shows exactly what to do to become mortgage-ready. Each plan keeps clients motivated, accountable, and connected to their loan officer—building trust, saving time, and creating a steady pipeline of future closings.

                                                Features

                                                • Key Features of LevelUp Score Goal-Driven Action Plans – Generates step-by-step
                                                • personalized credit improvement plans based on the borrower’s goal (mortgage approval
                                                • auto loan
                                                • business funding
                                                • etc.). Line-by-Line Credit Utilization Tracking – Breaks down card-by-card usage targets instead of only total utilization
                                                • helping borrowers maximize credit score improvements faster. Compliance-First Design – Built to align with TSR
                                                • FCRA
                                                • GLBA
                                                • and CCPA standards to protect both professionals and consumers. Affiliate & Monetization Integration – Embed partner services like credit monitoring

                                                Integrations

                                                • With all major credit monitoring platforms
                                                • GHL
                                                • and other CRM systems.

                                                Contact us

                                                support@levelupscore.com
                                                https://www.levelupscore.com

                                                LevelUp Score

                                                LevelUp Score helps you keep and convert credit-challenged applicants by giving them a clear action plan to qualify for a mortgage. You don’t just say no—you show them the path to yes

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                                                Contact information

                                                support@levelupscore.com
                                                https://www.levelupscore.com
                                              • rent reporting
                                              • or savings accounts directly into action plans
                                              • creating new revenue opportunities. Progress Tracking & Change Reports – Clients (and LOs) can see measurable improvements and updated recommendations over time. Custom Branding Options – White-label features allow loan officers and CRO partners to present plans under their own brand. Seamless Client Engagement – Keeps “not-yet-qualified” leads warm with ongoing plans
                                              • automated updates
                                              • and consistent communication. Scalable for Teams – Supports single loan officers or entire mortgage teams with client management
                                              • reporting
                                              • and sales rep tools.