[G2efunding.com]

my first doc to the client is the 1-page app and then of course dependent on our pursuit of the type of funding they need I would ask them for the necessary docs to send back with the app - should I be filling app out with them as I speak with them - finding an owner-operator that is not busy and has to time to complete the app with me while on the phone is rare

[Yankeeman07]

my first doc to the client is the 1-page app and then of course dependent on our pursuit of the type of funding they need I would ask them for the necessary docs to send back with the app - should I be filling app out with them as I speak with them - finding an owner-operator that is not busy and has to time to complete the app with me while on the phone is rare

IMO - you should not be completing any paperwork -(My thought is you would have legal issues if any information in inaccurate) If they are not willing to spend 5-10 minutes completing some initial paperwork, move on- the immediate $$$ need is not there.

I do SBA Loans, they require much more paperwork and documents

[G2efunding.com]

Thank you good thought - lots of others that need vs pondering whether they do....your right if they are not willing to complete the app and get back in 24 48 hours maybe they are not worth it --- small business is small business because they are run by small minds

[ryan $]

IMO - you should not be completing any paperwork -(My thought is you would have legal issues if any information in inaccurate) If they are not willing to spend 5-10 minutes completing some initial paperwork, move on- the immediate $$$ need is not there.

I do SBA Loans, they require much more paperwork and documents

Taking Apps over the Phone and then sending a Completed App for Esignature.... is HUGE.