CMC
This is the place the notes on CMC
related tab
You can partner with these people as an SBB ( 5)
Merchant, peers, CRA, Practice, Franchise, private, Merrill
TSV- Merchant TSV ( both)
50 and 700
3 types of SBA Loans
504
7A
SBA Express
The Three stages of the Client management process:
Plan, engage, sustain
This many customers can be open on BA CMC MIC Console
5
Family
Kids in his family ( Kyle does not count as a kid)
Forms
Forms Needed for lending
Items that are mentioned on of the engagement strategies (name 2)
Call blocks, emails, MIT, dropping Visits, prospecting
Set your Out of Office message in these places
CMC communication central, mobile and Outlook
Activities
Activities Kyle does in his spare time
PMMR
Sending an agenda to a customer from this place
Email on
CMT on Custom Links
Hates
Kyle hates ___________ ( fill in the blank)
PMMR
TSV value of a loan closed for 300K
Net profit 100K
Expenses 7K a month