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Congratulations, and welcome to the UPI Loan Fund family! We are thrilled to inform you that your loan application has been approved, and we are excited to be a part of your financial journey. At UPI Loan Fund, we understand the importance of your financial goals and are committed to helping you achieve them. Our dedicated team is here to support you every step of the way as you embark on this new chapter. We believe in your potential and look forward to working with you to make your dreams a reality. Thank you for choosing us; we are confident our partnership will be successful and rewarding.
Now that you are approved for a loan from UPI, we have tools to help you understand and improve your relationship with money. In partnership with DreamSmart Behavioral Solutions, the Money Matters Course has been created for UPI clients.
The Money Matters Course explores the role of your biology, beliefs, culture, and the new rules of money that conspire against you when spending your money. You can complete the Money Matters course in just 60 minutes. The Money Matters Course should be completed within 48 hours of being accepted for the loan. You will be sent email nudges reminding you to complete the course in a timely manner.
In addition to the Money Matters Course, you will be given an opportunity to Discover Your Money Temperament. Your Money Temperament is a fun assessment that takes 10 minutes to complete. The Discovery of Your Money Temperament gives insights into using your behavior to manage your emotions to better manage, save, and budget your money.
Two steps must be completed to onboard you for the Money Matters Course and provide access to your Money Temperament Profile. The Money Temperament Profile is a supplement to the Money Matters Course and will be explained as you complete the Money Matters Course. Upon completion of the course, you will receive an electronic Certificate of Completion.
Step One: Create your account to receive access to the Money Temperament Exercise.
The Money Temperament Exercise takes only 10 minutes to complete. Please click on the link below. Follow the instructions in the email sequence.
Create your account to receive access to the Money Temperament Exercise.
The Money Temperament Exercise takes only 10 minutes to complete. Please click on the link below. Follow the instructions in the email sequence.
Register for the Money Matters Course.
A link will be provided to register for the Money Matters Course once you complete the Money Temperament Registration process above. Check your email and spam for an email from:kturner@dreamsmartbehavioralsolution.com
