PROGRAM INTRODUCTION
Meet with an Chief Compliance Officer (C.C.O.) to review the Investment Advisor Program documentation. Conduct your own due diligence on Ignite Funding on the designated iAP page on website.

IDENTIFY APPROPRIATE INVESTMENT ADVISOR PLATFORM
(iAP) Complete an Advisor Platform questionnaire to identify which platform aligns with your goals. The questionnaire identifies the investor goals, contact details and fee allocation. It additionally outlines the types of investments Ignite provides that align with your client’s goals i.e. type, location, time period etc. Conduct a follow-up discussion with the C.C.O. to review capabilities, processes and suitability standards

ENGAGE IGNITE AND ACTIVATE AN INVESTMENT ADVISOR PROGRAM
Agent conducts meeting to determine account type (Cash, Qualified, or Business Entity). New account application is completed. For Individualized Investment Platforms execute a Limited Power of Attorney document along with the account application. Activity statements are accessible through a customized iAP online portal for you to view all of your client transactions and statements.

INVESTMENT PROCESS
All investment activities are transparent and available for view on our website.  Before a client account is opened an Intake meeting is conducted with the client, Ignite Funding, and the advisor (should they choose to attend.) Once the account is opened, the client receives Investment Overviews describing projects available for investments that align with details specified in the Investment Advisor Platform questionnaire will be forwarded to the Money Manager or account contact for review. Through the Money Manager Platform the Money Manager will choose projects that fall within their client’s Individualized Investment Platform. Through the Individualized Investment Platform, investors will choose the project that suits them directly. Ignite Funding is notified of project selection and amount to be invested. Investor provides executed loan documentation via e-sign function and notarized Special Power of Attorney for the project. Investment funds are sent to Ignite for funding.

INVESTMENT SERVICING
Loan is recorded, interest begins accruing. Interest payments are paid in arrears based on the monthly interest charged for the prior month’s borrowing activity. The borrower’s payments are due to Ignite Funding on the 1st of each month with a 10-day grace period. Payments are made through direct deposit into investors’ bank accounts or directly back to the IRA that funded the investment. The advisor receives their fee consecutively in accordance with the LPOA details.

INVESTMENT PAYOFF
Advisors and investors will be notified when principal is paid off. The principle amounts will be deposited into the client’s account for reinvesting on another investment, if desired.

We are pleased to inform you that Ignite funding will provide fillable PDF versions of our application forms to enhance your ability to deliver personalized service to your clients. These user-friendly, editable documents will enable you to work directly with your clients to complete the application efficiently and accurately, ensuring their specific needs are met. This streamlined approach allows for a collaborative process, helping to save time and reduce errors while maintaining a high standard of service. We are committed to supporting you in providing the best possible experience for your clients.