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Admin: Add Client Finance Qualify Only - New Note: Please do not use your own phone number when adding a client.Client name* First Last Business Name* Phone*Client Email Address:* Enter Email Confirm Email Who should be the initial contact?*The ClientMe, the PartnerWe love our referring partners and will keep you informed throughout the process. In [...]
Uncategorized 0 October 9, 2015We like to keep it positive! Â 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. Â If the number is [...]
Uncategorized 0 September 15, 2015Around 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. Â The client is advised that they can call or email any time they have questions. [...]
Uncategorized 0 September 15, 2015