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Consumer & Professional Services

Consulting
Services

Expert financial guidance for consumers navigating the lending process and lending-adjacent professionals looking to bring greater efficiency and clarity to every transaction.

All consulting sessions are personalized, one-on-one engagements designed to address your specific goals and challenges. Sessions are available in-person or remotely.
Sessions Starting At
$50
per session
Category 01

Consumer
Consulting

Consumer
For individuals navigating credit, loans, and the lending process — whether you're just starting out or working toward a specific financial milestone.
01
Why Was I Denied?
30-Minute Session

Received a recent denial and not sure why? This focused session reviews the most likely reasons behind your denial and maps out practical steps to strengthen your profile and improve your chances of approval going forward.

02
Individual Goal Consultation
30-Minute Session

Whether your goal is to purchase a vehicle, secure a personal loan, get pre-approved for a mortgage, obtain a credit card, or simply build a stronger credit profile — this session provides a clear, personalized roadmap to help you get there.

Category 02

Professional
Consulting

Professional
For realtors, underwriters, and other lending-adjacent professionals who need their clients transaction-ready — and their organizations operating at peak efficiency.
01
Client Assessment & Preparation

Your success depends on client readiness. When a buyer isn't pre-approved or a borrower's profile needs work, deals stall. A Proxima consulting session prepares your clients — addressing credit gaps, clarifying the lending process, and positioning them for a smoother, faster close. Better-prepared clients mean better outcomes for everyone involved.

02
Group Workshops

Bring your team or organization together for a focused workshop on best practices in the lending and closing process. Proxima Notary Works will help your group identify key indicators, reduce friction at the closing table, and build the kind of process efficiency that moves transactions forward — and keeps clients coming back.

Available Add-Ons
Enhance Your Session
Deepen the value of your consulting engagement with targeted follow-up services. Pricing available upon inquiry.
Action Plan
A written, step-by-step plan tailored to your specific goals — designed to keep you on track after your session.
Goal Setting & Follow-Up
Structured follow-up sessions to track progress, adjust strategy, and ensure you're moving toward your financial goals.
Scenario & Application Assistance
Hands-on guidance for specific scenarios — reviewing applications, preparing for lender conversations, or working through a particular challenge.
* Add-on pricing is customized based on scope and complexity. Contact us for details.

Ready to Get Started?

Book a consulting session today — consumer or professional, we're here to help.

Book an Appointment info@proximanotary.com