REFER A FRIEND AND ONCE THEY COMPLETE A FREE CONSULTATION — YOU’LL BOTH RECEIVE A $20 GIFT CARD*
Offer valid until December 31, 2025.
Book trusted experts.
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Book a Free Consultation
*For follow-up and FinXConnect™ waitlist only. No sharing without consent. Unsubscribe anytime
From now until 12/31/2025, we’re offering 30 exclusive referral rewards:
• Refer a friend to FinXConnect.
• Once your friend books and completes a FREE consultation with an Expert*,
• You’ll both receive a $20 Gift Card! 🎁*The referred client must enter your name in the “Referred By” box when booking.Help us grow this community — share FinXConnect with your circle and enjoy the benefits together.

Get It Done
Step-by-Step
*This landing page is part of the FinXConnect™ pre-launch experience. Features, layout, and functionality may change upon full platform launch.
Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.
08/31/2025 — Dallas–Fort Worth, Texas
Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.
08/31/2025 — Dallas–Fort Worth, Texas
Providing clients with customized Non-QM loan rate quotes tailored to their financial profile, helping them secure the right financing for their home purchase.
08/30/2025 — Dallas–Fort Worth, Texas
Guiding a client through tailored financing options to secure the right loan and move forward with their home purchase.
08/18/2025 — Dallas–Fort Worth, Texas
Prepared an auto insurance renewal quote for a Texas client with a single Tesla facing a high premium—re-shopped carriers and optimized coverages to reduce cost.
08/18/2025 — Houston, Texas
Guiding a client through a home mortgage — pre-approval underway.
08/17/2025 — Dallas–Fort Worth, Texas
Reviewing rate options — mortgage pre-approval in progress.
08/16/2025 — Dallas–Fort Worth, Texas
Assisted a client in Maryland by introducing them to a trusted loan officer to begin their mortgage application, moving them closer to homeownership.
08/14/2025 — Dallas–Fort Worth, Texas

The First Social Booking Platform for Experts Services
FinXConnect™ is a next-gen platform that blends the trust of LinkedIn with the convenience of Angie's List — purpose-built for everyday financial needs.We’re rebuilding trust in financial services, starting with underserved communities — powered by licensed professionals and AI technology
Launch Month Exclusive
Get 1 Month of Premium FREE — includes $20 FinX Wallet credit to spend on any booking.
Join the waitlist now to secure this limited-time offer.
*Available only during our launch month. For FinXConnect™ waitlist use only. No sharing without consent. Unsubscribe anytime.
From now until 12/31/2025, we’re offering 30 exclusive referral rewards:
• Refer a friend to FinXConnect.
• Once your friend books and completes a FREE consultation with an Expert*,
• You’ll both receive a $20 Gift Card! 🎁*The referred client must enter your name in the “Referred By” box when booking.Help us grow this community — share FinXConnect with your circle and enjoy the benefits together.
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