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Wednesday, August 29
Julie, your appointment is at 3:30 PM on Wednesday,
August 29 with our experienced advisor Allen Carter. See
you soon!
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MESSAGES
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Wednesday, August 29
Grab some coffee and take a seat! Your advisor Allen has
been notified and will meet you in our lobby.
Welcome Julie!
now
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Wednesday, August 29
Julie, Thank you for meeting with me today. It was a
pleasure getting to know you and guiding you through the
loan process. I'm pleased to assist you through this exciting
journey of financing your business & working with you.
Allen Carter
Thank You & Next Steps
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GMAIL
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to me
3:57 PM
View details
Allen Carter
Thank You & Next Steps
Julie,
Thank you for meeting with me today. It was a
pleasure getting to know you and guiding you
through the loan process. I'm pleased to assist you
through this exciting journey of financing your
business and working with you during every step of the
way. Please do not hesitate to reach out to me at any
time!
I've attached the documents we discussed in our
meeting and I hope you find these resources helpful.
Also, don't forget to
download our app
so you can
Login
|
View Online
Track your application status
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Wednesday, August 29
Congratulations! You've been pre-approved for a loan. View
more details about your pre-approval in our app.
You've Been Pre-Approved!
now
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Begin the
underwritting
5
Accept & sign the
attached offer
2
Return docs to
Allen Carter
3
Get
Pre-Approved
1
Fund transfer
to your acct
4
Business Loan Details
So you're pre-approved, what's next?
Purpose of Loan
YOUR BUSINESS LOAN IS
CONFIRMED FOR
$550,000.00
Business Financing
$550,000.00
3.7%
7 YEARS
Loan Limit
Lending Rate
Length of Loan
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