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10-15-2017, 10:40 AM #11
- Join Date
- Feb 2017
- Posts
- 3,395
Carl, QuarterSpot is a good example of what you are probably looking for.
Online form to fill out some of the details from our app.
You don't want an entire app. You just want the basic details for a soft offer. Put in the name, DOB, SSN of merchant for soft pull and upload the app. Maybe the EIN to double-check if it's been submitted recently. Perhaps you'll need to put something about how current balances work to prevent us from sending you clients who have recently stacked.
Upload the bank statements, and you have your automated answer? Does that make sense?
You don't need OCR for that. Just the broker to be able to read the chicken-scratch.
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