Quote Originally Posted by Yankeeman07 View Post
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?