Engagement Packages
Engagement Packages & Pricing
Choose the package that matches your stage. Every engagement includes direct access to our team — no offshore hand-offs, no boilerplate.
Package
Essential Starter
Launch your business the right way.
Balance ($150) billed on delivery
- LLC / Corporation formation filing
- EIN registration
- Operating agreement template
- Business email setup
- Onboarding strategy session
Recommended
Business Builder
The complete back-office foundation.
Balance ($300) billed on delivery
- Everything in Essential Starter
- Business banking setup support
- Bookkeeping system + chart of accounts
- Invoice & contract templates
- Branded business profile (Google + socials)
- 30-day priority support
Package
Investor Advantage
Built to attract capital and partners.
Balance ($450) billed on delivery
- Everything in Business Builder
- Investor-ready pitch deck framework
- Capital structure & equity guidance
- Investor outreach playbook
- Partnership & referral introductions
- 60-day priority advisory
Deposits are non-refundable and reserve your engagement. The remaining balance is invoiced on delivery.
Back Office Setup
AZM Back Office Setup.
A done-for-you operational foundation — website, systems, tracking, and workflows — installed once so you can run your business like a pro from day one. Pair with monthly support to keep it sharp.
One-Time Setup
Back Office Setup
The complete back-office foundation — installed once, yours forever.
Limited-time intro rate · One-time payment
Included
- Website setup (GoDaddy or platform of choice) — 3 to 5 pages
- Basic business email setup (if needed)
- CRM / tracking system setup
- Property, expense & repair tracking
- File organization system (Google Drive)
- Basic business workflow setup
Not included
- — Advanced website design
- — Ongoing updates
- — Daily support
- — Marketing services
Those are covered by the monthly retainer →
Pair the one-time setup with monthly Starter Support for a fully managed back office.
Monthly Retainers
Back-Office Processing Services.
Ongoing operational support for founders who want to focus on growth while we run the back office. Every retainer is tailored — pick the tier that fits your stage, then we customize from there.
Retainer Tier
Starter Support
Foundational back-office for emerging operators.
- Up to 10 hours of monthly back-office processing
- Bookkeeping entry & monthly reconciliation
- Invoice creation & accounts receivable tracking
- Basic vendor & expense management
- Document organization & secure storage
- Email support — 48-hour response window
Recommended Retainer
Growth Support
Scaled operations for businesses in active growth.
- Up to 25 hours of monthly back-office processing
- Full bookkeeping + monthly financial reporting
- Payroll coordination & contractor payments
- AR/AP management with collections follow-up
- Vendor onboarding & compliance tracking
- Quarterly strategy & performance review
- Priority email + scheduled call support
Retainer Tier
Investor / Premium Support
White-glove operations for investor-backed ventures.
- Unlimited back-office processing hours
- Investor-grade financial reporting & dashboards
- Cap table & equity record maintenance
- Board & investor update preparation
- Dedicated account lead + cross-functional team
- Compliance, audit prep & document custody
- Same-day priority response, direct line access
Please Note
All back-office retainers are customized based on client needs. Hours, deliverables, and scope are tailored to your business stage, industry, and growth trajectory after a discovery call.
Investor Loan Operations
DSCR Loan Processing per file.
Institutional-grade processing for real estate investors, brokers, and lending partners. We handle the file from intake through clear to close — so capital moves faster and originators stay focused on the next deal.
Per-File Tier
Standard DSCR Processing
Single-property files with standard documentation.
- Complete file setup & lender intake
- Borrower communication & document collection
- Title, insurance & appraisal coordination
- Condition tracking through underwriting
- Underwriting submission & follow-through
- Support through clear to close
Investor Favorite
Complex / High-Touch DSCR
Entity-held, multi-unit, or condition-heavy files.
- Everything in Standard DSCR Processing
- LLC / entity structure review & vesting coordination
- Multi-unit, mixed-use, or short-term rental files
- Complex income & DSCR ratio analysis
- Multi-party communication (CPA, attorney, title)
- Active condition management with daily follow-up
- Pre-underwriting file scrub for first-pass approval
Per-File Tier
Premium / Rush Processing
Time-sensitive closings with white-glove handling.
- Everything in Complex / High-Touch DSCR
- Expedited 24–48 hour file setup
- Daily borrower & lender status touchpoints
- Priority underwriter escalation handling
- Coordinated rush appraisal & title ordering
- Dedicated processor with same-day response
- Closing-week war-room support to CTC
Optional Add-Ons
Tailor the file to the deal.
- Rush turn — under 5 business days (+$250/file)
- Additional borrower or co-borrower (+$150 each)
- Entity restructure / vesting cleanup (+$200/file)
- Second appraisal or AVM coordination (+$150)
- Post-close investor reporting package (+$200)
Funding Support Packages
Funding Strategy & Business Positioning.
Prepare, structure, and position your business for funding opportunities — built around your credit profile, utilization, business readiness, and lender requirements.
Funding Tier
Funding Strategy Package
The structured starting point for funding readiness.
- Business structure review
- Funding readiness assessment
- Credit and utilization strategy
- Funding roadmap
- Pre-qualification positioning
Most Chosen
Funding Concierge Package
Hands-on support through the funding process.
- Everything in Strategy Package
- Business model development
- Hands-on funding preparation
- Application support
- Guidance during funding process
- Access to vetted funding resources
Optional Monthly Retainer
$300 – $750/month
For ongoing funding guidance, business growth consulting, strategy updates, and additional support. Tailored to your business stage and active funding pursuits.
Important Disclaimer
Funding is not guaranteed. Approval is based on credit profile, utilization, business structure, documentation, and lender requirements. Third-party funding partners may be used. Separate partner fees may apply.
Funding Concierge & Executive Funding Strategy: a separate $500.00 engagement fee will be paid directly to funding partner.
Partner Processing
White Label & Partner Processing Services.
Our white label and partner pricing is designed for approved investor partners, loan officers, brokers, and businesses that need reliable backend mortgage processing support. Partner pricing applies to processing services only. Core consulting, LLC formation, business setup, back-office setup, and funding strategy services are billed at standard rates.
Processing Tier
Standard Processing
Core file management through Conditional Approval.
- Loan setup in LOS
- Initial document review and stacking
- Borrower communication for outstanding items
- Submission to underwriting
- Condition tracking through Conditional Approval
Processing Tier
Advanced Processing
Includes everything in Standard Processing plus full coordination through Final Approval.
- Everything in Standard Processing
- Condition clearing coordination
- Third-party follow-up (Appraisal, Title, HOI)
- Investor communication support
- File management through Final Approval
Please Note
White label pricing is available by approval only and is intended for recurring partner relationships. Core AZM Consulting Group LLC services remain billed at standard pricing.