[Yankeeman07]

A more efficient solution would be for the client to enter their personal information into a secure application.
Not a 3rd party surrogate. Banks are very security conscious

https://www.aba.com/banking-topics/t...ting-customers

[abfunders]

A more efficient solution would be for the client to enter their personal information into a secure application.
Not a 3rd party surrogate. Banks are very security conscious

https://www.aba.com/banking-topics/t...ting-customers

Dave STILL doesn't get it. The clients are PAYING someone else to do it for them for a reason, because they don't know where to get it or if they can get enough money by themselves. You might as well tell them, "You don't need a broker, go straight to the bank for your SBA, here's a random rep's number, you don't have to mention my name!" You're a broker, do you handle sensitive information for bank applications? Or did you stop peddling SBAs and "your" CC split funder?

[Yankeeman07]

Dave STILL doesn't get it. The clients are PAYING someone else to do it for them for a reason, because they don't know where to get it or if they can get enough money by themselves. You might as well tell them, "You don't need a broker, go straight to the bank for your SBA, here's a random rep's number, you don't have to mention my name!" You're a broker, do you handle sensitive information for bank applications? Or did you stop peddling SBAs and "your" CC split funder?

I handle sensitive information BUT - whenever possible I provide a secure link for clients to enter their information, bank statements, DL , credit card statements.


I clearly understand they are paying someone, BUT, the person that is supposedly doing the submitting is attempting to circumvent security protocols.
That would be a Red Flag

Even the company you mentioned has what appears to be a "Secure Portal"
https://secure.seekcapital.com/funds...MTIzNi4wLjAuMA..

[Yankeeman07]

Dave STILL doesn't get it. The clients are PAYING someone else to do it for them for a reason, because they don't know where to get it or if they can get enough money by themselves. You might as well tell them, "You don't need a broker, go straight to the bank for your SBA, here's a random rep's number, you don't have to mention my name!" You're a broker, do you handle sensitive information for bank applications? Or did you stop peddling SBAs and "your" CC split funder?

BTW, I'm proud to sell (peddle) the original Merchant Cash Advance Product - which is credit card splits