Step 1 – Getting client on the phone and getting to the point where you’re asking the pre-qualifying questions which are:

“How much are you looking for?”
“How much are you averaging in revenue per month over the last three months?
-Typically, our approvals do come back 1 to 1 to what your average in revenue is, could that work?
(Ex. if you’re doing 10,000, the approval will probably be somewhere in that ballpark of 10,000)

Remember we required the following: US Rev Min $10,000/month Canada Rev Min $15,000/month

“Do you have any current business loans or advances on the business?”

If yes:

With Who?
How much?
How long ago were you funded?
Say the following: (Just to give you an idea of what we can do, here’s a little about us. We offer terms up to 24 months, our payment structures usually come back on a weekly, biweekly or monthly basis. Term and payment structure will depend on how your file scores with my pricing department.)

-If they ask questions and you don’t know the answer please call the partner line for help

“How soon are you wanting the funds in your account?”

Use the time table they give you to the application out and back quickly

Give Your Application

All that is required to get started is a fully filled out e application & 3 months of bank statement, would you like me to email or text that application to you? (Wait to confirm they got it and ask if they have time to fill it out now).