[jasont]

i have had this happen 3 times so far and didnt know what to do about it i get a client they need a loan but they are scared to send information afraid im going to scam them or steal there idienty i understand where they are comming from but dont know how to fix the problem any ideals or advice would be helpful i m just starting out

[abfunders]

The best defense is a good offense! Be transparent and have a LinkedIn profile.

[JasonBishop]

Welcome. Try to establish an online footprint for your new company and social channels like Micah said. It's an area many brokers tend to overlook. In my opinion, there is always a strong chance that the business owner will perform a 'google search' before making a decision. There are case studies of upwards of 90% or greater on B2B Transactions that people look online for reviews and more info. If they can't seem to locate much of anything about you and the company then this may be enough where they say forget it. You're asking people to submit sensitive information over. You need to show and present them that their documents will be secure whether this is a portal on your website, or you are sending them a secure link to upload the requested info. Also, take in account making things quick and easy for them to apply with you. I think its good initiative on your part by simply asking for guidance out here. All the best to you on your new journey.

[MCN]

you'll always gret the occasional wackjob that refuses to send you any personal information (social, bank statements, etc etc). In my experience 75% of those people have something to hide. The other 25% its your job to sell them and convince them you are trustworthy and have their best interests at heart.

[Olderguy]

Put together a professional looking website...

https://probizloans.net/

took me about half an hour using GoDaddy tools

[Akanner]

you'll always gret the occasional wackjob that refuses to send you any personal information (social, bank statements, etc etc). In my experience 75% of those people have something to hide. The other 25% its your job to sell them and convince them you are trustworthy and have their best interests at heart.

Agreed,
back when I was a broker, I had a merchant that refused to sign the docusign since he did not want to consent to the "I Agree to the terms and conditions" part at the end when completing the contract.
I asked him if he had the same issue when he set up his iphone and they asked to click that he agreed.

[ridextreme]

After over 10 years I can't remember a time someone was afraid to submit an app to me, but I'm sure it might of happened. But 3 times already? Do you use a company email? Do you sound professional? Do you have an online presence? These are only some of the things that will give people red flags and start to worry about being scammed.

[channin19]

The grammar, spelling, and punctuation errors in your post are a red flag to your prospects.

[SendDocsPlox]

Have you listened to yourself speak? Do you sound like a sketchball?

[Olderguy]

Have you listened to yourself speak? Do you sound like a sketchball?

Hahahaha....

[Get It Done]

It happens from time to time but I've mostly seen that happen when the broker says something that's complete bs and the merchant knows it too. no going back from that. Personal and company touts will in most cases ease their minds. Appreciate their concerns too. Most calls go the same or similar way so if that's happening frequently my guess is you say something confidently that doesn't make sense to them. Jokes aside, Senddox has a good point. record and listen to your calls. pm if you need any other info

[WestCoastFunding]

i have had this happen 3 times so far and didnt know what to do about it i get a client they need a loan but they are scared to send information afraid im going to scam them or steal there idienty i understand where they are comming from but dont know how to fix the problem any ideals or advice would be helpful i m just starting out

Sales isn’t for everyone.

[Sachip24]

If you work in a nice office...facetime them. works every time.

[GoldStandard]

i have had this happen 3 times so far and didnt know what to do about it i get a client they need a loan but they are scared to send information afraid im going to scam them or steal there idienty i understand where they are comming from but dont know how to fix the problem any ideals or advice would be helpful i m just starting out

Face time is great but i send them my State ID, Linkedin, Facebook and Biz website with my picture. IF they send their whole identity to us why not do the same if your not a scammer.

[GoldStandard]

If you work in a nice office...facetime them. works every time.

Sales isn’t for everyone.

Lmao not for the people that accept no.

[GoldStandard]

Sales isn’t for everyone.

It happens from time to time but I've mostly seen that happen when the broker says something that's complete bs and the merchant knows it too. no going back from that. Personal and company touts will in most cases ease their minds. Appreciate their concerns too. Most calls go the same or similar way so if that's happening frequently my guess is you say something confidently that doesn't make sense to them. Jokes aside, Senddox has a good point. record and listen to your calls. pm if you need any other info

The best defense is a good offense! Be transparent and have a LinkedIn profile.

Always Classy Micah... hope all is well.

[vloforti]

You need to have confidence.....the more confident you are the more secure the potential client will feel.....you also need to have your business setup professionally