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.

At-a-glance

Integrations

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

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
  • 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.

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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Plans and Features

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