Welcome to The Loan Atlas

AI Business & Life Planner!

Atlas AI Business & Life Planner Beta turns your goals into action — bringing business planning, measurable outcomes, and real accountability directly to you. Whether you’re a Branch Manager, Loan Officer, or Team Lead, the interactive wizard helps you set SMART goals and stay on track every step of the way.

Take the Assessment

Hi, I’m Tim Braheem, we’re excited for you to start your business & life plan. I’ve recorded this video to help you get started!

Watch the Video
Selection - 2025-11-27T114243.555

YOUR NEXT STEPS:

Update your password in the platform

  • Update your password in the platform

[top right-hand corner in account settings-Update password]

Watch Tutorial Video if you haven’t already

  • Watch Tutorial Video if you haven’t already
Watch the Video

Get started with your business plan.

  • Get started with your business plan.

Take the assessment and start to set your smart goals and break them down into action items. Set due dates, reminders, and assign tasks to team members.

Take the Assessment

Check your Inbox for your login credentials

  • Check your Inbox for your login credentials

You were automatically logged in today. To ensure you can easily log in again, please save your credentials for future reference.

SMART Goals Define precise, measurable objectives with built-in progress tracking.

Manage Actions
assign, schedule, and monitor actions from one dashboard.

Assessment
Capture insight with an interactive questionnaire.

Email & In-App Reminders
Configure reminders on your actions for email or in-app. Text reminders is coming soon for actions.

Export actions
you can export your actions by today, weekly, or monthly to PDF or CSV formats. The CSV is already formatted for importing into directly into Todoist.

AI-Suggested Goals
Goals are automatically suggested using AI that learns from your assessments — turning your responses into personalized, measurable objectives that keep you focused on meaningful progress.

Thank you, for purchasing & using the AI Business & Life Planner

If you have any questions please reach out to [email protected]​

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If you stay, you automatically go Month2Month in your 2nd year at the same installment rate - no price increase.
  • Same access
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  • Cancel anytime with 30-days notice
  • Low price and month-to-month option are grandfathered as long as your account stays current
PLEASE NOTE: If you leave/cancel after going month-to-month and return in the future, your price will go up to $349/mo or the going rate at the time (whichever is higher) and you will be required to fulfill a new first year long commitment.
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