How many months of banks we need for core
What is 6 months
How much should a loan be in order to be low dollar
What is 75k or under
How much is the monthly lifestyle subsidy
What is $95
How many months of bank statements does Bluevine need
What is 3
What is the first thing we need to check once you figure out a borrower is from Arizona?
What is Marital Status
What we need if ownership on the taxes do not match sales notes (UWA)
What is capitalization table
What roles are self-assigned in Salesforce once we start fast tracking
What is Credit Approver and Underwriter
Who is our CEO
Who is Lisa Jacobs
Does Bluevine accept Sole proprietorships
What is no
What should we do if we see a different name on the BTR when fully verifying?
What is Contact the UW
What Ownership forms would we need for the 1120, 1120-S, and the 1065 (answer respectively)
What is Schedule G, K-1, K-1
How much we can upwards modulate
What is 10%
When did Funding Circle come to Denver
What is 2018
What is different about spreading financials for BHG?
We don't need to spread other assets/liabilities
What information do we need input in salesforce for a tiered wire?
What is Intermediary Bank and Intermediary Bank account number
What debt information we need for a low dollar deal
What is Lender name, Outstanding amount, and monthly payment if applicable
What to do if an applicant is requesting their direct refinance be changed to an indirect
What is contact UW
Name all the Values (6)
What is
Make it Happen, Live the Adventure, Be Open, Obsess Over the Customer, Think Smart, Stand Together
How to close out an FCM only app
What is SLA for closing requests
What is 2 hours
What KB Code? Bank statements are not for the business account or are in the personal name for an incorporated business
KB28 Non-Operating Bank Statements
Bonus points for number
What is 6 months of bank statement credits x 2
Who is our CFO (Chief Financial Officer)
Who is Oliver White
Name at least 2 second look partners
What is Ondeck, Smartbiz, Rapid Finance, Mulligan funding (Only need 2)
What do we need if someone gives us a temporary (paper) ID?
What is expired ID