Cypress Point Solutions
A credit repair and funding-prep firm — website, secure client portal, and automation
Repaired credit and real funding — on one secure systemWebsite, client portal, and lead pipeline, live in production
We built Cypress Point’s website, the automated pipeline behind every new lead, and a secure client portal where each client’s credit and funding journey lives — documents, messages, and progress in one place.
One system. Every piece connected.
Website
The front door: credit repair first, then a clear path to personal funding, business funding, and acquisition capital.
Automated lead pipeline
Every new lead captured and routed straight into the team’s operations — no copy-paste, nothing dropped.
Secure client portal
Funding and credit tracks for every client, with encrypted document uploads and direct messaging.
Admin console
The team’s command center — every client, every file, with a full audit log.
Credit-monitoring funnel
A credit-monitoring affiliate funnel that starts every new client on the right foot.
Reactivation campaign
A campaign that brings past clients back into the funding journey.
Every system the firm runs on — connected, automated, and ready for Crystal to run.
Crystal is joining the team — answering questions on the website today, and taking on the client portal next.
What an A.I. Executive Assistant does →- Answers visitor questions on the website — “Ask Crystal”
- Guides clients through their credit and funding journey in the portal
- Runs in her own private, isolated environment — client data never shared
- Reports back to the team on every client, every day
Where it stands.
- 2026Website live at cypresspointsolutions.com
- 2026Automated lead pipeline and secure client portal live
- NextE-signatures, payments, and Crystal across the portal
Case study coming soon.
This build is live and still earning its numbers. When the results are in, the full case study — before, after, and the numbers — lands right here. No projections in the meantime.
Want one like this?
Every build starts with the AI Audit: we map your business, design your system and your A.I. Executive Assistant, and lock the scope and price the same week.