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10-25-2019, 10:50 AM #5
Reputation points: 341293
- Join Date
- Mar 2015
- Location
- Boynton Beach
- Posts
- 3,508
Ryan,
I do not see anything unprofessional in the exchange. I would schedule a call with their team. There was some slight faults on both sides. It seems this was a new funding relationship correct? With all new relationships it's important for both sides to have a clear understanding of each other's processes. I encourage all of our new referral partners to be on as many scheduled calls as possible and are always keep in the e-mail trails of communication. That way they get a better feel for how we work and we understand how they work with their clients. It is also a good idea to notify each other's respective teams when working a deal with a new funder and/or referral partner so there are no communication break downs and everybody understands each other's process.
KHKevin Henry
VP-Business Development
Seacoast Business Funding, a division of Seacoast Bank
561-850-9346
Kevin.Henry@SeacoastBF.com
1880 N Congress Ave., Suite 404
Boynton Beach, FL 33426
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