Overview

Member view

Welcome, Member

Open capital tools, coaching, community, events, and saved work.

Capital. Coaching. Community.

Choose what you need today.

Open a capital tool, find coaching, or connect with the community.

Your interests
Pick topics and we save them to your profile.
Next Event
Recent Posts
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Post to the community
Share an update, ask, referral need, or image from the network.
Events
Register for upcoming community events.
Regional events Filter upcoming sessions for California, Nevada, or Arizona.

Resource library

Browse resources. Send an introduction request for any you want help with.
Open resource directory

Find contracts

Search SAM.gov first. Save or request review when an opportunity needs follow-up.

Open SAM.gov lookup
No selected opportunity yet. Open the lookup, choose a listing, then send it back here for signed-in review.

Support

Choose support across Capital, Coaching, and Community. Then follow the request in My Services.

Support
Support requests

Request support. Then follow the next step.

Send a service request. Follow its status, next step, and deliverables in My Services.

  1. 1
    Send a requestTell us your business, your need, and your preferred next step.
  2. 2
    Staff reviewStaff review the request and confirm the next step.
  3. 3
    Follow in My ServicesMy Services shows payment state, checklist, and deliverables.

My Services

View active support, next steps, and support links.

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Member directory

Space booking

Send a request. Staff confirm the booking and any cost.

Choose a space

Your request

My requests

Capital Readiness

Review your funding goal, business stage, and timing. Use secure tools when you are ready to share financial records or documents.

Real estate SBA 504

Real estate and major equipment.

Flexible SBA 7(a)

Working capital, acquisition, refinance.

Smaller requests Microloan / CDFI

Smaller owner-ready requests with document review.

Receivables Contract-based financing

Invoices, purchase orders, or receivables.

Program fit and terms require review. This page does not make a lending decision.

ECO PRO capital packet
Secure package status

Secure Docs status and missing documents load here before advisor follow-up.

Missing docsChecking package

More capital tools

Use these tools after your profile has enough business detail.
Talk with an advisor
Review the session scope before you open the scheduler.
Advisor

Application Snapshot

Review your saved capital request and preparation status here. Edit the complete profile in Loan Profile.

Open Loan Profile

Document Tracker

Track the records needed for capital review: financial statements, tax returns, entity documents, IDs, leases, and collateral files.

0 docs
ECO PRO secure packet
Secure package status

Missing docs and package status load before file source details.

Missing docsChecking package

Track documents received and reviewed by the support team. Upload new files through Secure Documents.

Open Secure Upload
Secure Package Records

Finances

Maintain a simple income and expense ledger for cash-flow conversations.

$0 net
Add Ledger Entry
Recent Entries

Borrower Checklist

A simple list for moving from profile setup into a complete capital package.

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My Invoices
Surveys
Share your feedback - surveys from your organization's team
My Tasks
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Edit Profile
My Activity
Membership
Events Newsletter

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Your Tools
Your core EE workspaces.
Email Campaigns
Send newsletters, announcements, and targeted emails
Recent Campaigns
Membership Management
Manage tiers, dues, and member status
Membership Tiers
Members by Status
Member CRM
Track member history, notes, and loan pipeline
Invoicing
Create and track member invoices
InvoiceMemberAmountDue DateStatusActions
Surveys
Create surveys and collect member feedback
Task Manager
Assign and track tasks for your team
Open Tasks
Completed
Event Manager
Create events, manage tickets, view registrations

Brian Console

Private console for service setup, lead review, checkout, activation, and audit history.

Website Editor (offline) Brian only
Lead to serviceService Hub requests appear here with the owner, business, selected service, and intake notes.
Checkout or activateBrian can create checkout or activate after outside payment verification.
Owner-safe statusOwners see only the sanitized My Services projection, never raw activation records.
Platform controlWeb manages shared Firebase records for the public site and native apps; iOS and Android stay member-facing.
Service Setup
Private service catalog. Use price_... values only for Stripe.
Active Services
Admin Shortcuts
Recent Service Leads
Recent Admin Audit

Admin panel

User Management