Privacy & security
This complimentary MRI uses owner answers in a private workspace. You do not need to connect Microsoft, QuickBooks, or HubSpot.
Skip connectors. Do not upload lender files, client lists, or mailbox exports.
Only you can open your report. Another prospect cannot see your results.
Your company's information is kept separate from other clients.
We do not email, pay, delete, or edit your records during the MRI.
You control what you share. Disconnect or request deletion through HVCG.
Estimates are based on what you share — not a promise of savings.