That worked. Application submitted, can you confirm you got it?
App Submitted
EJ
Earl Jackson14m
(901) 555-0176
Hello, I know it's Sunday, but I went ahead and submitted my four bank statements. Everything's in.
App Submitted
MC
Mike Callahan1h
(610) 555-0139
You got it. Monday it is. I've set the reminder on my end.
Follow UpHot Lead
TM
Tony Marchetti3h
(239) 555-0141
Monday works. Send them over then and I'll move your file the same day.
Follow Up
KN
Kim Nguyen5h
(714) 555-0128
Application sent. Typically funds land 1 business day after approval. Most files approve within 24 to 48 hours of docs in.
Sent Email
RT
Rhonda TillmanYesterday
(478) 555-0163
Got it, your file's in review now. I'll text you the moment there's an offer to look at.
App Submitted
MB
Marcus BellYesterday
(818) 555-0117
No, we'll get them over this week
Priority
DB
Dana BrooksWed
(303) 555-0192
Application sent. Structure it exactly like that in the use-of-funds section. Underwriters like a clear payback story.
Hot Lead
NC
Nate CorlissWed
(585) 555-0154
That's fundable. Send 4 months of statements for the licensed entity and I'll get you real numbers. No credit pull, no owner covenants until you see the term sheet.
Follow Up
AP
Angela PierceTue
(916) 555-0121
2pm works. Talk then 😀
Sent Email
Victor RamosSMS
(915) 555-0184
via(848) 555-0134
SBA(7a), 10-Year Term Options, Lines of Credit, Debt Consolidations & HELOC.
*ZERO Broker Fee*. How much working capital can you use?
3d ago
VR
980K
3d ago
That's very doable. What's the best email to send the application over?
3d ago
VR
v.ramos@ramoslogistics.com
3d ago
Just sent it over from Ryan Brooks. Check your inbox and spam, then let me know once it's in.
3d ago
VR
Heads up, the new division doesn't have bank statements yet. We just spun it up this quarter
1d ago
No problem. Complete the application, note that the division is new, and we'll underwrite off the parent company's deposits. Did my email come through?
1d ago
VR
Got it. Filling it out now. I'll text you once it's submitted
1d ago
Sounds good. I'll keep an eye out and expedite it as soon as it lands.
1d ago
VR
Ran into a snag, it won't let me past the statements page
23h ago
Upload the parent company's last 3 statements on that step. It'll accept those and I'll map them to the new division on my end.
23h ago
VR
That worked. Application submitted, can you confirm you got it?
2m
SMS
VRVictor Ramos(915) 555-0184AI on
SBA(7a), 10-Year Term Options, Lines of Credit, Debt Consolidations & HELOC. *ZERO Broker Fee*. How much working capital can you use?
Campaign·3d
980K
3d
That's very doable. What's the best email to send the application over?
Lyte AI·3d
v.ramos@ramoslogistics.com
3d
Just sent it over from Ryan Brooks. Check your inbox and spam, then let me know once it's in.
Lyte AI·3d
Heads up, the new division doesn't have bank statements yet. We just spun it up this quarter
1d
No problem. Complete the application, note that the division is new, and we'll underwrite off the parent company's deposits. Did my email come through?
Lyte AI·1d
That worked. Application submitted, can you confirm you got it?