Business loans
I'm unsecured used for short term capital needs
small business line of credit
my minimum is only $500 to waive the service fee
business checking
i'm the type of product we will use when i need to give out my account number for direct deposit
UPIC
How do we search for a client
with the TIN/EIN/SSN
where do you find loan rates?
loan rate sharepoint
I have different terms and I dont need any of your collateral. What type of a lending product am I?
small business loan
I give you 500 transactions a month with this type of account
Business checking plus
I have a wire need. who do i need to talk to get this taken care of?
VPA
How do we connect personal ownership
Personal gty on the 2nd page of the app.
I need 150k, how do you help me?
by having the cash flow conversation :)
as a client I need a card that will help me purchase all the inventory during the month. I'm ideal for clients that spend over 10k monthly on
business options
I'm able to use your credit card with a spend of 5000 a month to waive your service fee
business checking plus
I'm this type of merchant device that you're able to sell yourself
clover go
when you are increasing a line of credit what type of request is this?
modification
I just started my trucking business, can you help me finance a truck
depends on industry experience.
I'm typically referred to a banker and meant for businesses that are new or dont have as much history
SBA term note
I give you up to 5000 monthly in physical deposit cash for free each monthq
business checking
I'm a new client and i need help with tracking payment and receiving them. what can you recommened?
CFI/VPA
where do you input your KYC information after completing the application in capital stream?
checklist, 1-6.
If you get a ppp call what do you do?
reach out to me or lisa
I'm the type of loan you used collateral with and will be less than 100k.
vehicle loan
I'm the type of account that allows you to deposit up to 50,000 monthly in cash for free. what am i?
business treasury enterprise checking
you have a client opening a new account, you'v identified they will need help with payroll, what do you do?
reach out to your VPA
when do you need a credit memo?
when the request is over 100k in exposure.
Where can you quickly find your loan status?
capital stream or Loan database.