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When a client’s plan includes 0% Cards, the funding workflow has a Submit for 0% card processing / Build funding plan step. Submit Card Stacking to 7 Figures Funding opens the processing request form for the card stack.

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Card type

The card type you pick when you add 0% Cards on Product Decisions (Personal Only, Business Only, or Business + Personal) fills the form’s Funding Category. You can change it on the form before you submit; the value you submit becomes the client’s card type.

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Send to a business lender

When the card type is Business Only or Business + Personal and at least one business lender’s Labs card is on, the step also shows Send to a business lender. It opens the term-loan dialog on a Business loan with a lender already selected under Send To: Idea Financial, then Credibly, then 1West, whichever is the first one turned on. You can pick another lender there. The action stays on the step after you submit the cards to 7 Figures Funding. These lenders do not issue credit cards. Sending to one files a business loan or line of credit next to the card submission, not a card application. It is recorded as a term-loan attempt on the client’s Funding tab. The card submission to 7 Figures Funding does not change: submit it with its own button as usual. A Personal Only card type never shows a business lender.