Category Archives: Uncategorized

Restricted industries (automatic decline) include: • Ammunition or Weapons Manufacturing; wholesale and retail • Bail Bonds • Check Cashing Agencies • Energy, oil trading, or petroleum extraction or production • Federal Reserve Banks, foreign banks, banks, bank holding companies, loan brokers, commodity brokers, security brokers, mortgage brokers, mortgage bankers, mortgage companies, bail bond companies, or […]

Admin: Add Client Finance Qualify Only - New Note: Please use your clients name, email, phone & state and NOT your information. Using your own information while adding a client results in your clients information being merged into your account which disables it. To account for the expense to manually unmerge, a $100 fee is [...]

We like to keep it positive!  Clients receive a notification telling them every time they are making progress and what that progress is. Troubleshooting: If your client states they didn't receive their call make sure you entered the correct phone number by going to the customer dashboard and verifying the number.  If the number is [...]

Around our initial calls our Advisory Team calls each client weekly or every other week depending on the client and their current step. Typically at this stage the client is waiting for their first round of trade accounts to report.  The client is advised that they can call or email any time they have questions. [...]

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