PlannedLender™ | Your Pre-Approved Planned Loans Based on Your Budget
Your Pre-Approved Planned Loans

PLAN TODAY.
HAVE THE MONEY
WHEN YOU NEED IT.

Borrow Anytime. You’re Pre-Approved Today for 5 Future Planned Loans Totaling Up to $160,000*

PlannedLender™ uses your household budget and controlled spending through MiddleBanking™ 1.0 to pre-approve your Planned Loans today — before you need the money. Your approval is based on affordability, not your credit score.

Pre-approved today Budget-based approval Available on your planned dates
Your Pre-Approved Planned Loans
$5,000
Illustrative 1-year pre-approved amount
Pre-Approved Today
Pre-approved today. Access it when its planned date arrives.
Your actual pre-approved amounts are calculated from your household numbers in the Eye-Opener.
90 Days$1,500
3 Years$18,400+
5 Years$42,000+
100 Months$160,000*

These are examples only. Your real pre-approved Planned Loan amounts are calculated from your household budget in the Eye-Opener.

No Credit Score DecisionYour budget tells us more.
$3,000+ Monthly ExpensesMinimum household expense profile.
Pre-Approved Before You Need ItYour planned dates are set in advance.
Powered by MiddleBanking™ 1.0Controlled spending is the engine.
Your Pre-Approved Planned Loans

PRE-APPROVED TODAY

Your household budget establishes your Planned Loan schedule before you need the money.

AVAILABLE 90 DAYS → 1 YEAR → 3 YEARS → 5 YEARS → 100 MONTHS

Later scheduled amounts are reduced by Planned Loan proceeds already funded. An off-schedule loan starts a new planning cycle.

A different way to borrow

Tell us what you want. Tell us when you want it.

We use your household numbers to pre-approve your Planned Loans today and set when each becomes available.

1

Choose the goal

Tell us what you are planning for and how much you expect it to cost.

2

Show us your budget

We look at your real household expenses instead of relying on your credit score.

3

See your pre-approved loans

Your budget produces five pre-approved Planned Loan amounts with set future availability dates.

4

Use MiddleBanking™

Your household bills and spending are organized inside a controlled financial environment.

5

Access it on schedule

Your loans are pre-approved today. Each amount becomes available when its planned date arrives.

The power of a Planned Loan™

Everything gets more affordable when you have time to plan.

Most borrowing begins after the need becomes urgent. PlannedLender starts earlier. You decide what you want, when you want it, and your household numbers show what your plan can support.

Stop asking, “Can I afford it today?”
Start asking, “When do I want to afford it?”

Plan Earlier Time can increase what your household can plan for.

The longer you continue MiddleBanking™ before taking proceeds, the more room your future pre-approved Planned Loan amounts can have to grow.

Use Only What You Need You are never forced to take proceeds just because they are available.

If you do not need the money yet, leave it untouched and keep building toward the larger goal.

The power of not borrowing

Available does not mean you have to take it.

PlannedLender is built around the idea that the best time to arrange future borrowing is before the need becomes urgent.

The longer you can leave your available proceeds untouched, the more time MiddleBanking™ has to work toward your next goal.
Your plan keeps moving

Borrow when the goal arrives — not simply when money becomes available.

Your Eye-Opener shows the amounts your own household may be able to plan for. If you do not need the proceeds yet, keep planning. When you are ready, your dashboard will show what is available and what comes next.

Who can participate?

Simple household requirements.

PlannedLender is built for working households and retirees with steady income, real household expenses and an active banking relationship.

No minimum credit score is used to determine pre-approved Planned Loan amounts.

Age 25 or older
Head of household
$3,000+ in total monthly household expenses
Full-time employed
Or retired with recurring income
Active checking account
Traditional bank or credit-union account
No Chime or online-only bank accounts
Willing to organize household expenses and controlled spending through MiddleBanking™ 1.0
Approval based on affordability

Your credit score should not decide whether your household can plan ahead.

PlannedLender was created to help start a new lending conversation: approve people based on what they can afford and control — not simply a credit score.

Your household budget, recurring expenses, income profile and controlled spending through MiddleBanking™ 1.0 are what determine your pre-approved Planned Loan amounts.

Credit score below 650? Your score is not what disqualifies you here.

If you meet the PlannedLender participation requirements, approval is driven by your affordability profile and household plan rather than a minimum credit score.

Credit score 650 or higher? PlannedLender does not have to increase your traditional debt load.

Your Planned Lending relationship is designed around continued MiddleBanking™ participation and program responsibility rather than adding another ordinary fixed-payment loan to your monthly budget.

What are we planning?

Big goals become smaller problems when you plan for them.

Choose the goal first. Then let your household numbers show you what's possible.

🚗
Vehicle
💍
Wedding
🎓
Education
✈️
Vacation
🛠️
Home Improvement
🏠
Down Payment
🛋️
Furniture
💼
Business
🛟
Emergency
Something Else
The longer you stay, the more you can plan

Receive proceeds. Keep MiddleBanking. Build toward what's next.

Once Residual Loan Proceeds™ are delivered, continued MiddleBanking™ participation can reduce your remaining payment responsibility under the program while your dashboard keeps your next opportunity in view.

No credit score to watch.

Watch your dashboard instead.

Your PlannedLender dashboard is designed to keep the whole relationship visible: what is available now, what is coming next, your current responsibility and how your future capacity is developing.

If life changes, Sabbatical gives participating households a structured way to pause MiddleBanking and return when ready.

PlannedLender Dashboard

Your next goal is getting closer.

ACTIVE
Available Now Your Amount
Next Opportunity In View
Goal Date Your Date
Responsibility Counting Down
Future Capacity Growing
Status Current
Next Planned Goal Progress Your dashboard keeps the next opportunity visible.
Why PlannedLender exists

A renaissance in lending starts with one simple idea:

Affordability should matter more than a credit score. PlannedLender was created to prove that households can be evaluated by the income they earn, the expenses they manage and the spending they control — not only by a number built from the past.

Questions people ask

A different way to think about future borrowing.

Is PlannedLender a no-credit-check loan program?

PlannedLender does not use your credit score to determine your pre-approved Planned Loan amounts. Capacity is based on household financial information and continued controlled spending through MiddleBanking™ 1.0, subject to program terms.

What if my credit score is below 650?

A score below 650 does not automatically disqualify you. PlannedLender is designed to approve based on your household affordability profile and participation requirements rather than a minimum credit score.

What if I already have good credit?

PlannedLender can still be useful because the program is designed around planned affordability and continued MiddleBanking™ participation rather than simply adding another traditional fixed-payment obligation to your monthly budget.

What determines how much I can plan for?

Your household budget, recurring expenses, income profile, time horizon and continued MiddleBanking™ participation determine the outlook shown by the PlannedLender Eye-Opener.

What happens if I don't take the available proceeds?

You do not have to take proceeds simply because they become available. Leaving them untouched while continuing MiddleBanking™ may increase the amount your household can plan for later.

What is controlled spending?

Controlled spending means your household expenses are organized and managed through MiddleBanking™ 1.0. This gives PlannedLender a structured financial environment in which to evaluate your planned borrowing capacity.

What if I lose my job?

MiddleBanking™ includes a Sabbatical feature for participating households. Program rules determine how available proceeds, active responsibilities and future goals are handled during a Sabbatical.

What do you want to afford?

Tell us when you need the money. We'll show you what your household can plan for.

See your personalized Planned Lending outlook from 90 days through 100 months.

See My Pre-Approved Planned Loans →

Takes only a few minutes to explore your household outlook.

Amount Disclosure: The $160,000 figure is an illustrative Planned Loan total based on approximately $4,000 in monthly household expenses. Your actual pre-approved Planned Loan amounts are calculated from your monthly household expenses. Households with higher monthly expenses may receive higher pre-approved Planned Loan totals. Previously funded Planned Loans reduce amounts available at later scheduled dates.