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  1. #1

    Need MTD/ screen share

    Hi long time lurker here . What lenders will do a screen share? I have a merchant and the decision logic is coming back with an error, the lender used to do screen share and doesn’t now, I don’t want to lose this deal. Any help would be appreciated.

  2. #2
    Senior Member Reputation points: 66298 Olderguy's Avatar
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    create a Temporary password...for underwriting.
    Steve Benjamin
    Professional Business Loans

    1012 Contessa
    Irvine, CA 92620
    steveprobiz@gmail.com
    https://probizloans.net/
    Broker, Underwriter, general business loan expert
    949.228.1050


    @ 24 hour funding working capital loans
    @ Term loans from 3 years to 10 years at 9.5% and up
    @ Equipment financing up to 7 years
    @ Property loans - Hard Money and traditional - Primary, Investment, commercial, land, fix and flip, construction.
    @ SBA loans - 7A and 504.
    @ Private money equity and debt for major investments
    @ Personal Loans up to gross income from personal tax return.

  3. #3
    Quote Originally Posted by Olderguy View Post
    create a Temporary password...for underwriting.
    Exactly. Simply fix- merchant changes PW after funder does login verification with merchant is on the line.

  4. #4
    “It’s a small credit union, I tried that first. The merchant won’t give up the ID for hard login. I’ve tried. He’s 77 years old and has a flip phone, I’ve been dealing with his son who is fortunately more tech savvy, but I can’t get this old dude to budge.

    I tried Rapid but they are not funding anything these days, credit is perfect, physical retail location, been in business for 25 years, good numbers, web presence etc etc. any ideas? Thanks”

  5. #5
    Senior Member Reputation points: 66298 Olderguy's Avatar
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    Conference call with credit union and merchant and UW.

    Even better, have merchant go to the credit union branch office - do a conference call with the banker on that same call.
    Last edited by Olderguy; 05-25-2023 at 10:58 AM.
    Steve Benjamin
    Professional Business Loans

    1012 Contessa
    Irvine, CA 92620
    steveprobiz@gmail.com
    https://probizloans.net/
    Broker, Underwriter, general business loan expert
    949.228.1050


    @ 24 hour funding working capital loans
    @ Term loans from 3 years to 10 years at 9.5% and up
    @ Equipment financing up to 7 years
    @ Property loans - Hard Money and traditional - Primary, Investment, commercial, land, fix and flip, construction.
    @ SBA loans - 7A and 504.
    @ Private money equity and debt for major investments
    @ Personal Loans up to gross income from personal tax return.

  6. #6
    Senior Member Reputation points: 9802
    Join Date
    Nov 2019
    Posts
    638

    Quote Originally Posted by Moethecloser$ View Post
    “It’s a small credit union, I tried that first. The merchant won’t give up the ID for hard login. I’ve tried. He’s 77 years old and has a flip phone, I’ve been dealing with his son who is fortunately more tech savvy, but I can’t get this old dude to budge.

    I tried Rapid but they are not funding anything these days, credit is perfect, physical retail location, been in business for 25 years, good numbers, web presence etc etc. any ideas? Thanks”
    I might be able to do the screenshare. But first since the merchant is 77 years old our guidelines will need his successor on app on contracts that is probably running the business ion case he retires or gets sick or anything first.

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