Equipment Finance
What is EF's application only guidelines?
$150M
What business cards currently have a promotional offer?
Cash, Leverage, and Platinum
Name our three Specialty Finance Groups
McDonald's, PF, SBA
What tool allows us to send documents to a customer for digital signing?
Live Oak
We partnered with this company to acquire there deposit and credit card portfolio?
State Farm
How much of a transaction can EF finance?
125% Including Soft Cost
What product is best for customers who typically carry a balance?
Platinum
What banker has our only PF deal for the Market YTD?
Jack
What tool helps create effective customer presentations?
Shufflr
What does BBDLC stand for?
Business Banking Direct Lending Center
What is BBG's max financing amount?
$500M
What earning structure does the leverage card offer?
2% Back in top two categories
What three DR types does PF handle?
Dentist, Vets, Optometrists
What should we do every time we have a customer appointment?
Appointment Scheduler
What is my middle name?
Michael
What is the financing tool Equipment Finance primarily uses?
Equipment Finance Agreement
What credit card is best for customers?
The one that best meets there needs?
Name two benefits of using SBA Financing?
Down Payment, Term, IRAM, Rate, TIB
What loans can we invite a customer to apply digitally for?
EF, CFM, Equipment Loan, GBSA
What platform do we use to handle Commercial loans and PPP Forgiveness
nCino
What are the five core EF Groups?
BBG, CEG, TFG, GLF, & MVS
What are the bonus categories of the newly launched Triple Cash Card?
Gas Stations, Office Supplies, Cell Phone, and Restaurant
We are one of few banks to offer this specialty financing solution to this restaurant franchise chain?
McDonalds
What is our weekly Tool Usage, Shufflr, and Appointment Scheduling Goal?
5 Each
What teammate spent the most time on PPP and for how long?
Debbie