HOW IT WORKS

Step by Step
  • add client

  • We receive client

  • Welcome call

  • Courses & compliance

  • Funding options

STEP 1

Once you have obtained a client, simply add them to the system using your Agent login. Invoices are generated automatically every Monday morning.

STEP 2

A manager on our end receives all new clients and delegates a finance representative to oversee your client.

STEP 3

The assigned representative is alerted an then schedules a time to go over the system, including what is expected from the client to complete the process. This representative will also receive and answer all tickets submitted by the client.

STEP 4

Once familiar with the system, the client will go through all course material, and all the steps needed to separate themselves from their business.

STEP 5

After compliance steps are completed, the client is submitted to lenders depending on the type of loan the business is trying to secure.

Come see why we’re number 1 in business credit fulfillment