Request a Fast Track Assessment (FTA)

Thank you for requesting an FTA for your customer. Please use the button below to submit an FTA request via our secure digital platform.

Our digital platform uses bank-level 256-bit encryption and is the easiest and safest way to request an FTA. Please note that at this time, we do not offer the ability to save the FTA request and complete at a later time, so please have all of the information available before starting.

If you prefer to submit an FTA via email, please download our FTA request form, complete it and email it to Max Sergovich at

Questions about our FTA process? Please contact Max Sergovich at or 518-810-0846

Learn More About Our Process

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